Client-Focused Relationship Banking Advisor

U.S. Bank; Mission Viejo (CA); On-site; USD 37,000 - 45,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

401(k)

Paid vacation

Paid holidays

Adoption assistance

Job summary

U.S. Bank is seeking a Relationship Banker who will meet customers in-branch or at convenient locations to provide trusted financial counsel. You will assess banking needs, open and close accounts, and help clients choose appropriate products and services.

A strong focus on customer care and accurate information is essential. Responsibilities include originating consumer loans, educating clients on deposits and loans, and promoting digital tools while maintaining compliance and procedural

Qualifications

• NMLS registration under the SAFE Act of 2008 and Regulation Z, plus compliance with regulatory requirements
• High school diploma or equivalent required
• Four to five or more years of retail banking experience or equivalent training

Responsibilities

• Build relationships with customers by meeting face to face and engaging them to provide the best possible counsel
• Originate and close consumer loans, open accounts, and manage branch operations
• Educate clients on deposit and loan products and services, and recommend financial solutions based on goals

Skills

Client communication

Active listening

Problem solving

Teaching digital tools

Education

High school diploma or equivalent

NMLS registration under SAFE Act

Job description

U.S. Bank is seeking a Relationship Banker who will meet customers in-branch or at convenient locations to provide trusted financial counsel. You will assess banking needs, open and close accounts, and help clients choose appropriate products and services.

A strong focus on customer care and accurate information is essential. Responsibilities include originating consumer loans, educating clients on deposits and loans, and promoting digital tools while maintaining compliance and procedural