Relationship Banker: Build Trust & Grow Clients

U.S. Bank; Menifee (CA); Sur place; USD 30 000 - 36 000; Plein temps

Avantages offerts par ce poste

Healthcare (medical, dental, vision)

Paid vacation (2-5 weeks)

401(k) and retirement plan

Life insurance

Résumé du poste

U.S. Bank is seeking a Relationship Banker to build and deepen client relationships, open accounts, and process basic transactions, while educating customers on digital products and services.

You will engage clients face-to-face, assess needs, and guide them to appropriate banking solutions, including consumer loans and deposits. Strong communication and problem-solving skills are essential for success in a fast-paced branch environment.

Qualifications

• 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 identify customer needs while leveraging a digital-first mindset.

Responsabilités

• 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.

Connaissances

Relationship building

Customer service

Communication skills

Digital products experience

Financial services knowledge

Formation

High school diploma or equivalent

Outils

CRM software

Digital banking tools

Description du poste

U.S. Bank is seeking a Relationship Banker to build and deepen client relationships, open accounts, and process basic transactions, while educating customers on digital products and services.

You will engage clients face-to-face, assess needs, and guide them to appropriate banking solutions, including consumer loans and deposits. Strong communication and problem-solving skills are essential for success in a fast-paced branch environment.