Client Relationship & Lending Advisor

U.S. Bank; Placentia (CA); On-site; USD 77,146,000 - 104,698,000; Full time

Job summary

U.S. Bank in Placentia, CA is seeking a Relationship Banker to build strong client relationships, assess customers’ banking needs, and guide them toward appropriate deposit and loan products.

You will open consumer and business accounts, handle routine transactions, and educate clients on digital tools, while partnering with branch colleagues to deliver an exceptional customer experience.

Qualifications

• High school diploma or equivalent.
• Typically 4–5 years of job-related, retail banking experience or equivalent training.
• Proven ability to build and foster relationships with clients.
• Ability to engage and communicate with clients.
• Thorough knowledge of retail banking products, services, and policies.
• Experience with digital banking products and self-service technologies.

Responsibilities

• Builds relationships with clients through proactive outreach and follow up.
• Identifies solutions for clients by engaging and communicating.
• Open new consumer accounts and process service requests.
• Educate clients on digital products and self-service tools.
• Provide excellent client experience with operational excellence.

Skills

Relationship building

Client engagement

Digital product knowledge

Communication skills

Sales campaigns experience

Team collaboration

Education

High school diploma or equivalent

Job description

U.S. Bank in Placentia, CA is seeking a Relationship Banker to build strong client relationships, assess customers’ banking needs, and guide them toward appropriate deposit and loan products.

You will open consumer and business accounts, handle routine transactions, and educate clients on digital tools, while partnering with branch colleagues to deliver an exceptional customer experience.