Client Relationship Banker & Digital Banking Advisor

US Bank; Port Hueneme (CA); Presencial; USD 42 000 - 62 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Healthcare (medical, dental, vision)

Basic term and optional term life 보험

Short-term and long-term disability

Pregnancy disability and parentalleave

401(k) and employer-funded retirement

Paid vacation

Up to 11 paid holiday opportunities

Adoption assistance

Sick and Safe Leave

Resumo da oferta

U.S. Bank in California is seeking a Relationship Banker to build lasting client relationships by in-branch engagement and proactive outreach. You will assess banking needs, open accounts, discuss products, and guide customers toward solutions with a digital-first approach.

Collaborate with branch teammates to deliver exceptional service, greet clients, process basic transactions, and promote digital self-service tools while maintaining compliance with NMLS/S.A.F.E. Act requirements.

Qualificações

• High school diploma or equivalent.
• Typically has less than four years of job-related, retail banking experience or a combination of experience and commensurate training.
• Proven ability to build and foster relationships with clients through proactive outreach and follow up
• Ability to effectively engage and communicate with clients
• Thorough knowledge of applicable bank and branch policies, procedures and support systems
• Proven customer service and interpersonal skills
• Experience with using and demonstrating digital products and self-service technologies
• Ability to explore and identify a customer's true needs while leveraging a digital first mindset
• Demonstrated basic level of proficiency in making appropriate recommendations that meet customer's needs both reactively and proactively
• Experience in the financial services industry preferred

Responsabilidades

• 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
• Proactively educates clients on emerging and self-service digital products and services to assist with meeting their financial needs
• Leverages available resources and technologies to optimize the client experience and serve our clients with operational excellence and accuracy

Conhecimentos

Relationship building

Customer service

Communication

Digital product knowledge

Attention to detail

Sales / banking products

Formação académica

High school diploma or equivalent

Descrição da oferta de emprego

U.S. Bank in California is seeking a Relationship Banker to build lasting client relationships by in-branch engagement and proactive outreach. You will assess banking needs, open accounts, discuss products, and guide customers toward solutions with a digital-first approach.

Collaborate with branch teammates to deliver exceptional service, greet clients, process basic transactions, and promote digital self-service tools while maintaining compliance with NMLS/S.A.F.E. Act requirements.