Relationship Banker | Digital-First Financial Advisor

U.S. Bank; Carlsbad (CA); On-site; USD 32,000 - 39,000; Full time

Benefits offered by this job

Healthcare

Life Insurance

Disability Insurance

Parental Leave

401(k)

Paid Vacation

Holidays

Adoption Assistance

Sick Leave

Job summary

U.S. Bank in California is seeking a Relationship Banker to engage customers across in-person, by appointment, and virtual channels, providing financial guidance and educating clients on deposit and loan products while supporting a digital-first experience.

You will open new consumer and business accounts, process service requests, and collaborate with branch teams to deliver excellent service. A high school diploma is required; NMLS registration applies; prior customer service and banking

Qualifications

• High school diploma or equivalent.
• Typically has less than four years of job-related, retail banking experience or a combination of experience and commensurate training.

Responsibilities

• Engage customers across channels to provide banking guidance.
• Open consumer and business accounts and process service requests.
• Educate clients on deposits, loans, and digital self-service options.
• Develop partnerships with branch team members to serve clients effectively.

Skills

Relationship building

Client communication

Bank policies knowledge

Customer service

Digital product familiarity

Needs assessment

Industry experience preferred

Education

High school diploma or equivalent

Job description

U.S. Bank in California is seeking a Relationship Banker to engage customers across in-person, by appointment, and virtual channels, providing financial guidance and educating clients on deposit and loan products while supporting a digital-first experience.

You will open new consumer and business accounts, process service requests, and collaborate with branch teams to deliver excellent service. A high school diploma is required; NMLS registration applies; prior customer service and banking