Relationship Banker: Grow Clients, Guide Loans & Accounts

U.S. Bank; Monterey (CA); On-site; USD 33,000 - 39,000; Full time

Benefits offered by this job

Healthcare

401(k)

Paid vacation

Holiday opportunities

Adoption assistance

Sick leave

Job summary

U.S. Bank is seeking a Relationship Banker to build trusted relationships with customers by assessing and addressing their banking needs. The role involves greeting clients, processing transactions, and offering financial solutions.

You will open accounts and assist with loans, applying a digital-first approach to everyday banking. The position emphasizes strong customer service, proactive outreach, and collaboration with branch teams to deliver exceptional client experiences.

Qualifications

• High school diploma or equivalent.
• Typically has less than four years of retail banking experience.
• Strong customer service and interpersonal skills.

Responsibilities

• Builds and fosters relationships with clients through proactive outreach and follow up.
• Identifies solutions for new and existing clients based on their needs.
• Maintains a working knowledge of consumer and business banking products.
• Provides a consistent optimal client experience, including greeting clients and processing basic transactions.
• 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.

Skills

Relationship building

Customer communication

Digital products

Sales mindset

Team collaboration

Education

High school diploma

Job description

U.S. Bank is seeking a Relationship Banker to build trusted relationships with customers by assessing and addressing their banking needs. The role involves greeting clients, processing transactions, and offering financial solutions.

You will open accounts and assist with loans, applying a digital-first approach to everyday banking. The position emphasizes strong customer service, proactive outreach, and collaboration with branch teams to deliver exceptional client experiences.