Digital-First Relationship Banker I

U.S. Bank; Costa Mesa (CA); On-site; USD 32,000 - 39,000; Full time

Benefits offered by this job

Healthcare

Life insurance

Disability insurance

Parental leave

401(k)

Paid vacation

Paid holidays

Adoption assistance

Sick leave

Job summary

U.S. Bank in Costa Mesa, CA is seeking a Relationship Banker to build trusted customer relationships by meeting face-to-face, assessing needs, and guiding financial solutions. You will open accounts, process transactions, and promote digital products to enhance the client experience.

The role requires NMLS registration, background and credit checks, and collaboration with branch teammates. It offers a benefits-rich environment and opportunities for career growth.

Qualifications

• 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.

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.
• 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 familiarity

Education

High school diploma or equivalent

Tools

Banking software

Job description

U.S. Bank in Costa Mesa, CA is seeking a Relationship Banker to build trusted customer relationships by meeting face-to-face, assessing needs, and guiding financial solutions. You will open accounts, process transactions, and promote digital products to enhance the client experience.

The role requires NMLS registration, background and credit checks, and collaboration with branch teammates. It offers a benefits-rich environment and opportunities for career growth.