Personal Banking Relationship Advisor

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

Benefits offered by this job

Healthcare (medical, dental, vision)

401(k) and retirement plan

Paid vacation

Paid holidays

Parental leave

Sick leave

Job summary

U.S. Bank is hiring a Relationship Banker to meet clients face-to-face, assess banking needs, and offer tailored financial solutions. You will open accounts, process transactions, and support clients with digital tools while building strong relationships.

The role emphasizes customer service, knowledge of bank products, and collaboration with branch teams to deliver a superior client experience.

Qualifications

• Direct client relationship building and proactive outreach to understand banking needs.
• Proven customer service and interpersonal skills in a retail banking setting.
• Experience with digital banking tools and self-service technologies is preferred.

Responsibilities

• Builds and maintains relationships with clients through proactive outreach and follow-up.
• Identifies financial solutions based on client needs and explains products clearly.
• Opens new consumer and business accounts and processes service requests and credit applications.

Skills

Client relationships

Communication

Digital banking

Customer service

Digital first mindset

Needs assessment

Recommendation skills

Financial industry exp

Education

High school diploma or equivalent

Job description

U.S. Bank is hiring a Relationship Banker to meet clients face-to-face, assess banking needs, and offer tailored financial solutions. You will open accounts, process transactions, and support clients with digital tools while building strong relationships.

The role emphasizes customer service, knowledge of bank products, and collaboration with branch teams to deliver a superior client experience.