Relationship Banker: Grow Client Wealth & Loans

US Bank; Santee (CA); On-site; USD 50,000 - 65,000; Full time

Benefits offered by this job

Healthcare

Life insurance

Disability insurance

Parental leave

401(k)

Paid vacation

Paid holidays

Adoption assistance

Sick leave

Job summary

U.S. Bank is seeking a Relationship Banker who will meet clients face-to-face to assess banking needs, open accounts, and process loans and services. You will educate clients on deposit and loan products, support digital banking solutions, and collaborate with the branch team to deliver excellent service.

The role emphasizes proactive client outreach, in-branch transactions, and adherence to NMLS requirements for mortgage-related activities.

Qualifications

• High school diploma or equivalent.
• Typically five or more years of job-related, retail banking experience or a combination of experience and commensurate training.

Responsibilities

• Builds and fosters relationships with clients through proactive outreach and follow up.
• Identifies solutions for new and existing clients based on their needs by effectively engaging and communicating with clients.
• Maintains a working 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.

Skills

Relationship building

Client engagement

Retail banking knowledge

Sales campaigns

Digital products familiarity

Digital-first mindset

Job description

U.S. Bank is seeking a Relationship Banker who will meet clients face-to-face to assess banking needs, open accounts, and process loans and services. You will educate clients on deposit and loan products, support digital banking solutions, and collaborate with the branch team to deliver excellent service.

The role emphasizes proactive client outreach, in-branch transactions, and adherence to NMLS requirements for mortgage-related activities.