Client Relationship & Lending Advisor

U.S. Bank; Chino (CA); On-site; USD 62,121,000 - 75,933,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

401(k) and employer-funded retirement

Paid vacation

Up to 11 paid holidays

Job summary

U.S. Bank is seeking a Relationship Banker to build trusted relationships with customers by meeting face to face and engaging them to provide tailored financial counsel. You will assess banking needs, educate clients on deposit and loan products, and assist with opening accounts and processing basic transactions.

This role emphasizes proactive outreach, digital product demos, and accurate servicing. A branch-focused environment offers daily customer interaction and teamwork with other banking

Qualifications

• 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

Responsibilities

• Builds and fosters relationships with clients through proactive outreach and follow up, asking questions and learning about their financial needs, and banking channel preferences.
• 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 self-service technologies.
• 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

Client engagement

Digital products knowledge

Customer service

Interpersonal skills

Communication

Education

High school diploma

Job description

U.S. Bank is seeking a Relationship Banker to build trusted relationships with customers by meeting face to face and engaging them to provide tailored financial counsel. You will assess banking needs, educate clients on deposit and loan products, and assist with opening accounts and processing basic transactions.

This role emphasizes proactive outreach, digital product demos, and accurate servicing. A branch-focused environment offers daily customer interaction and teamwork with other banking