Relationship Banker: Build Trust & Guide Financial Growth

U.S. Bank; Encinitas (CA); On-site; USD 32,000 - 43,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

401(k) plan

Paid vacation

Job summary

U.S. Bank is seeking a Relationship Banker who will build and maintain strong relationships with customers by meeting face to face and understanding their financial needs.

You will assist with deposits, loans, and opening accounts, while guiding clients through digital banking tools. The role requires related retail banking experience and a customer-focused approach, with responsibilities that include education on products, cross-selling, and ensuring accurate processing of transactions.

Qualifications

• High school diploma or equivalent.
• Typically has less than four years of job-related, retail banking experience or a combination of experience and commensurate training.

Responsibilities

• Builds and fosters relationships with clients through proactive outreach and follow up.
• 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.

Skills

Relationship building

Customer service

Digital products knowledge

Communication skills

Education

High school diploma

Job description

U.S. Bank is seeking a Relationship Banker who will build and maintain strong relationships with customers by meeting face to face and understanding their financial needs.

You will assist with deposits, loans, and opening accounts, while guiding clients through digital banking tools. The role requires related retail banking experience and a customer-focused approach, with responsibilities that include education on products, cross-selling, and ensuring accurate processing of transactions.