Client Relationship Advisor - Banking & Loans

U.S. Bank; Yuba City (CA); On-site; USD 34,000 - 43,000; Full time

Benefits offered by this job

Healthcare

401(k)

Paid vacation

Parental leave

Sick leave

Job summary

U.S. Bank is seeking a Relationship Banker to build strong client relationships by meeting with customers in-branch and guiding them to suitable banking solutions. You will assess needs, educate clients on deposits and loans, and process basic transactions to deliver an exceptional customer experience.

The role emphasizes proactive outreach, knowledge of retail products, and collaboration with branch teams to meet customer goals, with a focus on digital-first banking options.

Qualifications

• High school diploma or equivalent is required.
• Minimum four to five years of job-related retail banking experience or equivalent training.

Responsibilities

• Build and foster relationships with clients through proactive outreach and follow up.
• Identify solutions for new and existing clients by engaging and communicating effectively.
• Maintain knowledge of consumer and business banking products and services, including digital offerings.
• Provide a consistent optimal client experience by greeting clients and processing basic transactions.
• Develop collaborative partnerships with branch team members to serve clients.

Skills

Relationship building

Customer service

Communication

Sales aptitude

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 with customers in-branch and guiding them to suitable banking solutions. You will assess needs, educate clients on deposits and loans, and process basic transactions to deliver an exceptional customer experience.

The role emphasizes proactive outreach, knowledge of retail products, and collaboration with branch teams to meet customer goals, with a focus on digital-first banking options.