Personal Banking Advisor & Loan Solutions

U.S. Bank; Burbank (CA); Hybrid; USD 66,125,000 - 81,278,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

Life insurance

Disability insurance

Parental leave

401(k) and retirement plan

Paid vacation

Up to 11 paid holidays

Adoption assistance

Sick and Safe Leave

Job summary

U.S. Bank is seeking a Relationship Banker to build relationships with customers, assess banking needs, and process transactions while educating clients on deposit and loan products. The role involves opening accounts, approving services, and promoting digital tools for self-service.

The ideal candidate has a high school diploma and up to four years of experience in retail banking, with strong communication and customer service skills. U.S.

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.
• 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.
• Demonstrated basic level of proficiency in making appropriate recommendations that meet customer’s needs both reactively and proactively.
• Experience in the financial services industry preferred.

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 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

Communication

Digital banking

Customer service

Product knowledge

Financial services

Education

High school diploma or equivalent

Job description

U.S. Bank is seeking a Relationship Banker to build relationships with customers, assess banking needs, and process transactions while educating clients on deposit and loan products. The role involves opening accounts, approving services, and promoting digital tools for self-service.

The ideal candidate has a high school diploma and up to four years of experience in retail banking, with strong communication and customer service skills. U.S.