Relationship Banker 2 — Digital-First Client Advisor

Us Bank; Camarillo (CA); On-site; USD 56,000 - 69,000; Full time

Benefits offered by this job

Healthcare

Life Insurance

Disability

Parental Leave

401(k)

Paid Vacation

Paid Holidays

Adoption Assistance

Sick Leave

Job summary

U.S. Bank is seeking a Relationship Banker in California to cultivate client relationships across in-person, appointment, and virtual channels. You will assess banking needs, process information, and educate clients on deposit and loan products while guiding them toward digital self-service options.

The role emphasizes proactive outreach, collaboration with branch teams, and delivering an excellent customer experience through accurate, compliant service and solutions.

Qualifications

• High school diploma or equivalent
• Typically has a minimum four to five 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
• Thorough knowledge of all retail products and services
• Proven customer service and interpersonal skills
• Experience in participating in sales campaigns/promotions
• 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 advanced 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.

Job description

U.S. Bank is seeking a Relationship Banker in California to cultivate client relationships across in-person, appointment, and virtual channels. You will assess banking needs, process information, and educate clients on deposit and loan products while guiding them toward digital self-service options.

The role emphasizes proactive outreach, collaboration with branch teams, and delivering an excellent customer experience through accurate, compliant service and solutions.