Client Banking Advisor — Build Trusted Relationships

U.S. Bank

Encinitas (CA)

On-site

USD 42,000 - 58,000

Full time

4 days ago
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Benefits offered by this job

Healthcare
401(k)
Paid vacation
Sick leave

Job summary

U.S. Bank in California is seeking a Relationship Banker who will meet clients face to face to understand their financial goals, educate them on deposit and loan products, and recommend tailored solutions.

You will open accounts, process transactions, and support customers with digital banking tools. The role emphasizes building trust, proactive outreach, and collaboration with branch teammates to deliver excellent service.

Qualifications

  • High school diploma or equivalent.
  • Typically five or more years of retail banking experience.
  • Strong client relationship and communications skills.

Responsibilities

  • Builds and maintains client relationships through proactive outreach and follow up.
  • Educates clients on deposit and loan products and services.
  • Opens new consumer accounts and processes requests.
  • Guides clients in using digital banking tools and self-service options.
  • Collaborates with branch teammates to serve clients with accuracy.

Skills

Relationship building
Sales oriented
Communication skills
Digital banking knowledge
Customer service

Education

High school diploma or equivalent

Job description

U.S. Bank in California is seeking a Relationship Banker who will meet clients face to face to understand their financial goals, educate them on deposit and loan products, and recommend tailored solutions.

You will open accounts, process transactions, and support customers with digital banking tools. The role emphasizes building trust, proactive outreach, and collaboration with branch teammates to deliver excellent service.

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