Relationship Banker: Build Trusted Client Partnerships

U.S. Bank; San Jose (CA); On-site; USD 61,000 - 74,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

Life insurance

Short-term and long-term disability

Paternity/maternity leave

401(k)

Paid vacation

Paid holidays

Adoption assistance

Sick leave

Job summary

U.S. Bank is seeking a Relationship Banker to build and manage client relationships, assess banking needs, and offer suitable deposit and loan products. The role involves opening accounts, processing transactions, and guiding clients through digital banking options.

Emphasis on proactive outreach and cross-selling within a trusted, branch-based setting. The position requires strong communication and customer service skills, as well as knowledge of bank policies and digital self-service tools to

Qualifications

• High school diploma or equivalent.
• Typically has four to five 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

Communication

Digital banking

Sales campaigns

Problem solving

Education

High school diploma or equivalent

Tools

Banking software

Digital self-service platforms

Job description

U.S. Bank is seeking a Relationship Banker to build and manage client relationships, assess banking needs, and offer suitable deposit and loan products. The role involves opening accounts, processing transactions, and guiding clients through digital banking options.

Emphasis on proactive outreach and cross-selling within a trusted, branch-based setting. The position requires strong communication and customer service skills, as well as knowledge of bank policies and digital self-service tools to