Client Relationship Advisor - Banking & Loans

US Bank; Newport Beach (CA); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Healthcare

Life insurance

Disability coverage

Parental leave

401(k) plan

Paid vacation

Paid holidays

Adoption assistance

Sick leave

Job summary

U.S. Bank is seeking a Relationship Banker to build trusted client relationships, assess banking needs, and educate customers on products and digital services. You will open accounts, process requests, and partner with the team to deliver exceptional service at the branch.

Role requires NMLS registration and adherence to banking policies; located at a U.S. Bank branch in Newport Beach, CA with in-person duties and a customer-first mindset.

Qualifications

• High school diploma or equivalent is required.
• Typically with less than four years of retail banking experience or related training.

Responsibilities

• Builds and fosters relationships with clients through proactive outreach and follow up.
• Identifies solutions for new and existing clients based on their needs by effectively engaging and communicating with clients.
• Maintains a working knowledge of consumer and business banking products and services including digital products and services.
• Provides a consistent optimal client experience, including greeting clients and processing basic transactions.
• Develops collaborative partnerships with branch team members and partners to best serve clients.
• Opens new consumer and business accounts, completes service requests and submits credit applications.

Skills

Relationship building

Active listening

Communication skills

Digital banking know-how

Education

High school diploma or equivalent

Job description

U.S. Bank is seeking a Relationship Banker to build trusted client relationships, assess banking needs, and educate customers on products and digital services. You will open accounts, process requests, and partner with the team to deliver exceptional service at the branch.

Role requires NMLS registration and adherence to banking policies; located at a U.S. Bank branch in Newport Beach, CA with in-person duties and a customer-first mindset.