Relationship Banker: Grow Trusted Client Partnerships

Us Bank; Menifee (CA); On-site; USD 45,000 - 55,000; Full time

Benefits offered by this job

Healthcare

Life insurance

Disability insurance

Parental leave

401(k) and retirement plan

Paid vacation

Paid holidays

Adoption assistance

Sick leave

Job summary

U.S. Bank seeks a Relationship Banker to build client relationships face-to-face, assess needs, and offer suitable products and services. You will open accounts, help with loans, and guide customers through digital tools to enhance their banking experience.

The role emphasizes proactive outreach, accurate service delivery, and collaboration with branch teams to deliver an exceptional customer experience.

Qualifications

• High school diploma or equivalent requirement.
• Typically has less than four years of job-related, retail banking experience or a combination of experience and 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 engaging and communicating with clients.
• Maintains 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.
• Educates clients on emerging and self-service digital products and services to assist with meeting financial needs.
• Leverages available resources to optimize the client experience with accuracy.

Skills

Relationship building

Client communication

Proactive outreach

Digital product knowledge

Customer service

Interpersonal skills

Financial product knowledge

Sales and cross-sell

Education

High school diploma or equivalent

Job description

U.S. Bank seeks a Relationship Banker to build client relationships face-to-face, assess needs, and offer suitable products and services. You will open accounts, help with loans, and guide customers through digital tools to enhance their banking experience.

The role emphasizes proactive outreach, accurate service delivery, and collaboration with branch teams to deliver an exceptional customer experience.