Relationship Banker: Build Trusted Financial Solutions

Us Bank

Lodi (CA)

On-site

USD 45,000 - 65,000

Full time

4 days ago
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Benefits offered by this job

Healthcare benefits
401(k) plan
Paid vacation
Parental leave

Job summary

U.S. Bank in California is seeking a Relationship Banker to greet clients, assess banking needs, and guide them toward suitable deposit and loan products.

You will open accounts, process transactions, and support the branch in closing loans as required, while building trusted client relationships. The role emphasizes proactive outreach, educating clients on digital products, and collaborating with branch teams to deliver excellent customer service.

Qualifications

  • High school diploma or equivalent.
  • Typically has less than four years of job-related retail banking experience.

Responsibilities

  • Builds and fosters relationships with clients through proactive outreach.
  • Opens new consumer and business accounts and processes service requests.
  • Educates clients on available digital products and self-service technologies.
  • Gathers customer information and analyzes financial needs to recommend solutions.

Skills

Customer relationships
Proactive outreach
Communication skills
Digital banking
Financial services
Problem solving

Education

High school diploma

Tools

Banking software

Job description

U.S. Bank in California is seeking a Relationship Banker to greet clients, assess banking needs, and guide them toward suitable deposit and loan products.

You will open accounts, process transactions, and support the branch in closing loans as required, while building trusted client relationships. The role emphasizes proactive outreach, educating clients on digital products, and collaborating with branch teams to deliver excellent customer service.

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