Relationship Banker: Grow Clients with Digital Banking

Usbank

Redding (CA)

Sur place

USD 32 000 - 41 000

Plein temps

Il y a 5 jours
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Avantages offerts par ce poste

Healthcare (medical, dental, vision)
Life insurance
Disability insurance
Parental leave
401(k) retirement plan

Résumé du poste

U.S. Bank is seeking a Relationship Banker to build client relationships, open accounts, and process loans in California. You’ll assess financial needs, advise on products, and deliver strong service in a face-to-face setting.

You will promote digital tools, collaborate with branch teams, and ensure accurate processing of transactions while maintaining compliance with NMLS requirements.

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.
  • Proven ability to build and foster relationships with clients through proactive outreach and follow up.
  • Ability to effectively engage and communicate with clients.
  • Thorough knowledge of applicable bank and branch policies, procedures and support systems.
  • Proven customer service and interpersonal skills.
  • Experience with using and demonstrating digital products and self-service technologies.
  • Ability to explore and identify a customer’s true needs while leveraging a digital first mindset.
  • Demonstrated basic level of proficiency in making appropriate recommendations that meet customer’s needs both reactively and proactively.
  • Experience in the financial services industry preferred.

Responsabilités

  • Builds and fosters relationships with clients through proactive outreach and follow up, asking questions and learning about their financial needs, and banking channel preferences.
  • 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.
  • Lever for available resources and technologies to optimize the client experience and serve our clients with operational excellence and accuracy.

Connaissances

Relationship building
Customer service
Communication
Digital products

Formation

High school diploma or equivalent

Description du poste

U.S. Bank is seeking a Relationship Banker to build client relationships, open accounts, and process loans in California. You’ll assess financial needs, advise on products, and deliver strong service in a face-to-face setting.

You will promote digital tools, collaborate with branch teams, and ensure accurate processing of transactions while maintaining compliance with NMLS requirements.

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