Relationship Banker: Build Trust, Advise & Grow Clients

U.S. Bank

San Diego (CA)

On-site

USD 37,000 - 45,000

Full time

14 days+

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Benefits offered by this job

Healthcare
Life insurance
Disability insurance
Parental leave
401(k)
Paid vacation
Holiday opportunities
Adoption assistance
Sick leave

Job summary

U.S. Bank seeks a Relationship Banker to build trusted relationships with customers by meeting face to face and advising on banking needs. You will open accounts, originate loans, and guide clients through digital tools, delivering tailored financial solutions with accuracy and care.

The role emphasizes proactive outreach, deep product knowledge, and collaboration with branch teams to ensure an exceptional client experience and sustainable relationships across consumer and business banking.

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 training.
  • Bilingual ability to read, write, and speak in business-level proficiency of Spanish language and English.

Responsibilities

  • Builds and fosters relationships with clients through proactive outreach and follow up, asking questions and learning about their financial needs.
  • 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
Prospecting
Client consultation
Digital banking
Sales experience
Bilingual Spanish/English
Communication skills
Banking product knowledge
Community engagement

Education

High school diploma or equivalent

Job description

U.S. Bank seeks a Relationship Banker to build trusted relationships with customers by meeting face to face and advising on banking needs. You will open accounts, originate loans, and guide clients through digital tools, delivering tailored financial solutions with accuracy and care.

The role emphasizes proactive outreach, deep product knowledge, and collaboration with branch teams to ensure an exceptional client experience and sustainable relationships across consumer and business banking.

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