Client Relationship Banker & Financial Guidance

U.S. Bank; Santee (CA); On-site; USD 42,000 - 58,000; Full time

Benefits offered by this job

Healthcare

Retirement plan

Paid vacation

Paid holidays

Adoption assistance

Sick leave

Job summary

U.S. Bank in California seeks a Relationship Banker to build trusted client relationships, assess banking needs, open accounts, and facilitate consumer loan applications. You will greet clients, process transactions, and partner with branch teammates to deliver a seamless experience.

This role requires NMLS registration under SAFEs Act and Regulation Z, plus background and credit checks. The position offers comprehensive benefits and opportunities to advance within retail banking.

Qualifications

• High school diploma or equivalent.
• Typically five or more years of retail banking experience.

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

Customer service

Communication

Sales support

Digital banking knowledge

Education

High school diploma or equivalent

Job description

U.S. Bank in California seeks a Relationship Banker to build trusted client relationships, assess banking needs, open accounts, and facilitate consumer loan applications. You will greet clients, process transactions, and partner with branch teammates to deliver a seamless experience.

This role requires NMLS registration under SAFEs Act and Regulation Z, plus background and credit checks. The position offers comprehensive benefits and opportunities to advance within retail banking.