Client Relationship Banking Specialist

U.S. Bank; California; On-site; USD 56,000 - 76,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

401(k) and employer-funded retirement

Paid vacation

Paid holidays

Parental leave

Job summary

U.S. Bank is seeking a Relationship Banker who will meet face-to-face with customers to provide tailored financial counsel and solutions. You will build relationships, educate clients on digital services, and process routine transactions while collaborating with the branch team to serve both individuals and businesses.

The role emphasizes proactive outreach, product knowledge, and a customer-first mindset within a busy branch environment in California.

Qualifications

• High school diploma or equivalent.
• Typically 4–5 years of retail banking experience or a combination of experience and 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 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.

Skills

Relationship building

Customer service

Communication

Digital banking

Education

High school diploma

Job description

U.S. Bank is seeking a Relationship Banker who will meet face-to-face with customers to provide tailored financial counsel and solutions. You will build relationships, educate clients on digital services, and process routine transactions while collaborating with the branch team to serve both individuals and businesses.

The role emphasizes proactive outreach, product knowledge, and a customer-first mindset within a busy branch environment in California.