Relationship Banker 2: Grow Clients & Loans

U.S. Bank; Encinitas (CA); On-site; USD 37,000 - 50,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

Life insurance

Disability coverage

Parental leave

401(k)

Paid vacation

Paid holidays

Adoption assistance

Sick leave

Job summary

U.S. Bank is hiring a Relationship Banker to build trusted relationships with customers by meeting face to face and providing thoughtful financial counsel. You will assess banking needs, process account information, and promote deposits, loans, and digital services.

The role involves opening accounts, processing requests, and guiding clients through digital tools while collaborating with branch staff to ensure an exceptional client experience.

Qualifications

• High school diploma or equivalent.
• Typically 4–5 years of job-related, retail banking experience or equivalent training.
• NMLS registration and background/credit checks required.

Responsibilities

• Builds relationships with clients through proactive outreach and follow up.
• Identifies solutions based on clients' needs via effective engagement.
• Maintains knowledge of retail products and services including digital options.
• Provides a consistent client experience, greeting clients and processing basic transactions.
• Partners with branch team members to serve clients.
• Opens new consumer and business accounts and submits credit applications.
• Educates clients on digital products and self-service options.
• Uses resources to optimize client experience with accuracy.

Skills

Relationship building

Client communication

Retail banking

Sales experience

Digital banking

NMLS knowledge

Education

High school diploma

Tools

Banking software

CRM systems

Job description

U.S. Bank is hiring a Relationship Banker to build trusted relationships with customers by meeting face to face and providing thoughtful financial counsel. You will assess banking needs, process account information, and promote deposits, loans, and digital services.

The role involves opening accounts, processing requests, and guiding clients through digital tools while collaborating with branch staff to ensure an exceptional client experience.