Relationship Banker: Client Advisor & Loan Specialist

U.S. Bank

Lodi (CA)

On-site

USD 37,000 - 46,000

Full time

3 days ago
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Benefits offered by this job

Healthcare
Life Insurance
Paid Vacation
Parental Leave
401(k)
Holiday Leave
Adoption assistance
Sick leave

Job summary

U.S. Bank is seeking a Relationship Banker to build strong client relationships, educate customers on deposit and loan products, and provide tailored financial solutions. The role involves meeting clients face-to-face, handling basic transactions, and collaborating with branch teams to deliver exceptional service.

Requires NMLS registration and a background/credit check under the SAFÉ Act framework. Prior retail banking experience and a customer-centric mindset are valued for success in this

Qualifications

  • High school diploma or equivalent required.
  • Typically 4–5 years of retail banking experience or equivalent training.

Responsibilities

  • Builds and maintains relationships with clients through proactive outreach and follow-up.
  • Identifies client financial needs and recommends appropriate banking solutions.
  • Promotes and explains retail banking products and services, including digital options.
  • Opens new consumer and business accounts and processes service requests.
  • Completes credit applications and supports loan origination and closing as needed.

Skills

Relationship building
Client outreach
Effective communication
Digital banking
Sales experience

Education

High school diploma or equivalent

Job description

U.S. Bank is seeking a Relationship Banker to build strong client relationships, educate customers on deposit and loan products, and provide tailored financial solutions. The role involves meeting clients face-to-face, handling basic transactions, and collaborating with branch teams to deliver exceptional service.

Requires NMLS registration and a background/credit check under the SAFÉ Act framework. Prior retail banking experience and a customer-centric mindset are valued for success in this

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