Client Banking Relationship Specialist

U.S. Bank; Camarillo (CA); On-site; USD 32,000 - 43,000; Full time

Benefits offered by this job

Healthcare

401(k) plan

Paid vacation

Parental leave

Disability insurance

Life insurance

Job summary

U.S. Bank is seeking a Relationship Banker to engage clients face-to-face, assess banking needs, and provide tailored financial solutions. The role includes opening accounts, processing transactions, and guiding customers through digital products to enhance their experience.

The position emphasizes proactive outreach, solid customer service, and collaboration with branch teams to deliver exceptional service and achieve sales goals.

Qualifications

• High school diploma or equivalent is required.
• Retail banking experience is typically less than four years or equivalent training.

Responsibilities

• Builds and fosters relationships with clients through proactive outreach and follow up.
• Identifies solutions for new and existing clients by engaging with them.
• Maintains knowledge of consumer and business banking products and services.
• Opens new consumer and business accounts and processes service requests.
• Educates clients on digital banking products and services to meet financial needs.

Skills

Relationship building

Customer service

Communication skills

Digital banking knowledge

Education

High school diploma or equivalent

Job description

U.S. Bank is seeking a Relationship Banker to engage clients face-to-face, assess banking needs, and provide tailored financial solutions. The role includes opening accounts, processing transactions, and guiding customers through digital products to enhance their experience.

The position emphasizes proactive outreach, solid customer service, and collaboration with branch teams to deliver exceptional service and achieve sales goals.