Client Relationship Advisor – Banking & Loans

U.S. Bank; El Cajon (CA); On-site; USD 37,000 - 46,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

401(k) and retirement plan

Paid vacation

Holidays and leave

Disability coverage

Employee assistance

Job summary

U.S. Bank is seeking a Relationship Banker to build strong client relationships by meeting face to face and providing trusted financial guidance. You will educate clients on deposits, loans and digital tools, while opening accounts and processing transactions.

The role emphasizes proactive outreach, knowledge of retail banking products, and collaboration with branch teams to serve clients with accuracy and excellence.

Qualifications

• High school diploma or equivalent required.
• Typically 4–5 years of job-related retail banking experience or equivalent training.

Responsibilities

• Builds and fosters client relationships through proactive outreach and follow-up.
• Identify client solutions based on needs by engaging and communicating effectively.
• Educate clients on banking products and services, including digital options.
• Open new consumer and business accounts and process service requests.
• Advise on deposit and loan products and complete credit applications.

Skills

Relationship building

Customer service

Sales experience

Digital banking knowledge

Education

High school diploma or equivalent

Job description

U.S. Bank is seeking a Relationship Banker to build strong client relationships by meeting face to face and providing trusted financial guidance. You will educate clients on deposits, loans and digital tools, while opening accounts and processing transactions.

The role emphasizes proactive outreach, knowledge of retail banking products, and collaboration with branch teams to serve clients with accuracy and excellence.