Client Banking Relationship Advisor

U.S. Bank; Cathedral City (CA); Vor Ort; USD 30.000 - 37.000; Vollzeit

Benefits dieser Stelle

Healthcare (medical, dental, vision)

401(k) plan

Paid vacation

Holiday opportunities

Sick leave

Zusammenfassung

U.S. Bank is seeking a Relationship Banker to build and maintain client relationships by meeting face to face and offering tailored financial solutions. You’ll educate clients on deposits, loans, digital options and self-service tools, while opening accounts and processing basic transactions.

The role emphasizes proactive outreach, strong communication, and collaboration with branch teammates to deliver excellent service and a digital-first client experience.

Qualifikationen

• High school diploma or equivalent.
• Typically has less than four years of retail banking experience or related training.
• Proven ability to build and foster relationships with clients.
• Ability to engage and communicate with clients.
• Thorough knowledge of bank policies, procedures and support systems.
• Experience with digital products and self-service technologies.
• Experience in financial services preferred.

Aufgaben

• Build and foster client relationships through proactive outreach and follow-up.
• Identify solutions for new and existing clients based on their needs.
• Maintain knowledge of consumer and business banking products and services including digital offerings.
• Provide a consistent optimal client experience, greeting clients and processing basic transactions.
• Develop collaborative partnerships with branch team members to serve clients.
• Open new consumer and business accounts and submit credit applications.
• Educate clients on emerging and self-service digital products and services.
• Leverage resources to optimize client experience and accuracy.

Kenntnisse

Client relationship

Communication

Proactive outreach

Customer service

Digital products

Ausbildung

High school diploma or equivalent

Tools

Digital banking tools

Jobbeschreibung

U.S. Bank is seeking a Relationship Banker to build and maintain client relationships by meeting face to face and offering tailored financial solutions. You’ll educate clients on deposits, loans, digital options and self-service tools, while opening accounts and processing basic transactions.

The role emphasizes proactive outreach, strong communication, and collaboration with branch teammates to deliver excellent service and a digital-first client experience.