Relationship Banker: Build Trusted Financial Solutions

U.S. Bank; Lancaster (CA); In loco; USD 32.000 - 43.000; Tempo pieno

Descrizione del lavoro

U.S. Bank is seeking a Relationship Banker to build and deepen client relationships by meeting face-to-face and advising on banking needs. You will open accounts, process requests, and educate customers on digital tools while collaborating with branch teams to deliver exceptional service.

Role requires NMLS registration and compliance with regulatory checks. This position emphasizes proactive outreach, customer service excellence, and the ability to identify clients’ true financial needs using a

Competenze

• 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 explore and identify a customer’s true needs while leveraging a digital first mindset.
• Demonstrated basic level of proficiency in making appropriate recommendations that meet customer’s needs both reactively and proactively.
• Experience in the financial services industry preferred.

Mansioni

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

Conoscenze

Relationship building

Client engagement

Interpersonal skills

Customer service

Digital products

Needs assessment

Proactive outreach

Financial services knowledge

Formazione

High School diploma or equivalent

Descrizione del lavoro

U.S. Bank is seeking a Relationship Banker to build and deepen client relationships by meeting face-to-face and advising on banking needs. You will open accounts, process requests, and educate customers on digital tools while collaborating with branch teams to deliver exceptional service.

Role requires NMLS registration and compliance with regulatory checks. This position emphasizes proactive outreach, customer service excellence, and the ability to identify clients’ true financial needs using a