Personal Banking Advisor

U.S. Bank; Olde West Chester (OH); On-site; USD 28,000 - 34,000; Full time

Benefits offered by this job

Healthcare

Dental & Vision

401(k)

Paid vacation

Sick leave

Parental leave

Life insurance

Job summary

U.S. Bank is seeking a Relationship Banker to build lasting relationships with customers, assess banking needs, and provide tailored financial solutions at the branch. The role involves advising on deposits, loans, and digital tools to enhance clients’ financial lives.

You will open and close accounts, originate consumer loans, and ensure accurate information while maintaining high service standards within regulatory guidelines.

Qualifications

• Passion and drive to deliver a great client experience
• Strong communication with customers
• Ability to learn new information and platforms
• Experience in financial services and knowledge of products
• Cash handling experience
• Active listening and problem solving
• Teach customers how to use digital technology
• Knowledge of bank policies and procedures

Responsibilities

• Meet customers face to face to understand banking needs and offer best possible counsel
• Originate and close consumer loans
• Open and/or close branch accounts
• Educate clients on deposit and loan products and services
• Ensure compliance with all regulatory requirements and internal policies

Skills

Client communication

Learning agility

Financial services knowledge

Cash handling

Active listening

Digital literacy

Policy knowledge

Education

High school diploma or equivalent

Job description

U.S. Bank is seeking a Relationship Banker to build lasting relationships with customers, assess banking needs, and provide tailored financial solutions at the branch. The role involves advising on deposits, loans, and digital tools to enhance clients’ financial lives.

You will open and close accounts, originate consumer loans, and ensure accurate information while maintaining high service standards within regulatory guidelines.