Relationship Banker: Clients, Loans & Digital Solutions

U.S. Bank

Dana Point (CA)

On-site

USD 30,000 - 33,000

Full time

3 days ago

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Benefits offered by this job

Healthcare (medical, dental, vision)

401(k) and employer-funded retirement

Paid vacation

Up to 11 paid holidays

Adoption assistance

Job summary

U.S. Bank is seeking Relationship Bankers to build trusted relationships with customers by meeting face to face and guiding them through banking needs. The role involves greeting clients, processing basic transactions, and promoting digital products and services across the branch network.

Positions span multiple levels and locations, with salary ranges reflecting the level posted. A strong emphasis on customer service, sales opportunities, and regulatory compliance is evident in the

Qualifications

High school diploma or equivalent.
Retail banking experience or training.
NMLS registration requirement and background checks.

Responsibilities

Build and foster client relationships through proactive outreach and follow up.
Identify client solutions based on their needs and engage effectively.
Maintain knowledge of bank products and digital services.
Provide consistent, optimal client experience and assist with transactions.
Open accounts and submit credit applications.
Educate clients on digital banking and self-service options.

Skills

Client relationships

Client communication

Bank policies

Customer service

Digital banking

Needs discovery

Recommendations

Financial services

Education

High school diploma or equival

Job description

Positions span multiple levels and locations, with salary ranges reflecting the level posted. A strong emphasis on customer service, sales opportunities, and regulatory compliance is evident in the

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