Relationship Banker: Build Trusted Banking Relationships

Us Bank; Tracy (CA); On-site; USD 32,000 - 39,000; Full time

Job summary

U.S. Bank in Tracy, California seeks a Relationship Banker to build strong client relationships by meeting face to face and offering banking solutions. You will educate clients on deposit and loan products, open accounts, and process basic transactions.

The role requires NMLS registration and adherence to SAFÉ Act regulations. Strong communication and a digital-first mindset are valued as you support customers in person and through digital channels.

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.
• 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.

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 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.
• 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.

Skills

Relationship building

Client engagement

Communications

Digital products knowledge

Financial services experience

Education

High school diploma or equivalent

Job description

U.S. Bank in Tracy, California seeks a Relationship Banker to build strong client relationships by meeting face to face and offering banking solutions. You will educate clients on deposit and loan products, open accounts, and process basic transactions.

The role requires NMLS registration and adherence to SAFÉ Act regulations. Strong communication and a digital-first mindset are valued as you support customers in person and through digital channels.