Client-Focused Banking Advisor (Loans & Accounts)

U.S. Bank; California; On-site; USD 30,000 - 37,000; Full time

Benefits offered by this job

Healthcare

Life Insurance

Disability

Parental Leave

401(k)

Vacation

Holidays

Adoption Assistance

Sick Leave

Job summary

U.S. Bank in California seeks a Relationship Banker to meet customers face to face, assess banking needs, and provide tailored financial solutions. You will open consumer and business accounts, process transactions, and guide clients through digital banking options.

You will build trusted relationships through proactive outreach, learn about clients’ goals, and collaborate with branch teammates to deliver exceptional service while adhering to NMLS and regulatory requirements.

Qualifications

• High school diploma or equivalent.
• Experience in retail banking preferred.
• Strong interpersonal and communication skills.

Responsibilities

• Builds and fosters relationships with clients through proactive outreach and follow up.
• Identifies client needs and recommends banking solutions.
• Maintains knowledge of consumer and business banking products and services.
• Opens new accounts and processes service requests.
• Educates clients on digital products and self-service tools.
• Collaborates with branch team to serve clients.

Skills

Relationship building

Customer service

Communication skills

Digital banking familiarity

Education

High school diploma or equivalent

Job description

U.S. Bank in California seeks a Relationship Banker to meet customers face to face, assess banking needs, and provide tailored financial solutions. You will open consumer and business accounts, process transactions, and guide clients through digital banking options.

You will build trusted relationships through proactive outreach, learn about clients’ goals, and collaborate with branch teammates to deliver exceptional service while adhering to NMLS and regulatory requirements.