Financial Solutions Advisor

U.S. Bank; Eaton (OH); On-site; USD 29,000 - 33,000; Full time

Benefits offered by this job

Healthcare

Life insurance

Disability insurance

Parental leave

401(k)

Paid vacation

Holidays

Sick leave

Job summary

U.S. Bank is seeking a Relationship Banker to build trusted relationships with customers by meeting face to face, assessing banking needs, and educating clients on deposit and loan products. This role emphasizes personalized service and regulatory compliance in daily interactions.

The position involves originating and closing consumer loans, opening and closing accounts, and guiding customers through digital tools while maintaining security and accuracy in all transactions.

Qualifications

• Passion, commitment and drive to deliver an experience that improves our clients’ financial lives
• Effective and confident client communication
• Proven ability to learn and adapt to new information and technology platforms
• Experience in financial services and knowledge of financial services industry, products and solutions
• Cash handling experience
• Active listening and excellent problem-solving skills
• Ability to teach customers how to use digital technology
• Comprehensive knowledge of all applicable bank and branch policies, procedures and support systems

Responsibilities

• Meet face to face with customers to understand their banking needs and provide best possible counsel
• Originate and close consumer loans, and assist with opening and closing customer accounts
• Educate clients on deposit and loan products and services and recommend financial solutions
• Ensure compliance with regulatory and internal policies throughout client interactions
• Maintain accurate customer information and document interactions and transactions

Skills

Client communication

Financial services knowledge

Cash handling

Active listening

Digital technology guidance

Policy knowledge

Education

High school diploma or equivalent

Job description

U.S. Bank is seeking a Relationship Banker to build trusted relationships with customers by meeting face to face, assessing banking needs, and educating clients on deposit and loan products. This role emphasizes personalized service and regulatory compliance in daily interactions.

The position involves originating and closing consumer loans, opening and closing accounts, and guiding customers through digital tools while maintaining security and accuracy in all transactions.