Relationship Banker: Guide Clients to Smart Banking

U.S. Bank; Cathedral City (CA); On-site; USD 30,000 - 37,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

Basic life insurance

Disability insurance

Paid vacation

401(k) retirement plan

Paid holidays

Job summary

U.S. Bank in Cathedral City, CA is seeking a Relationship Banker to meet clients face to face, assess financial needs, and guide them to suitable deposit, loan, and digital solutions.

You will open accounts, process transactions, and foster enduring client relationships while collaborating with branch teams to deliver outstanding service in a fast-paced, customer-centered environment. This role requires NMLS registration, a high school diploma, and strong communication skills, with opportunities

Qualifications

• High school diploma or equivalent.
• Typically with less than four years of job-related, retail banking experience.
• NMLS registration is required under SAFER Act provisions.

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.
• 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

Customer service

Relationship building

Communication

Digital banking

Banking product knowledge

Education

High school diploma

Tools

CRM systems

Banking software

Job description

U.S. Bank in Cathedral City, CA is seeking a Relationship Banker to meet clients face to face, assess financial needs, and guide them to suitable deposit, loan, and digital solutions.

You will open accounts, process transactions, and foster enduring client relationships while collaborating with branch teams to deliver outstanding service in a fast-paced, customer-centered environment. This role requires NMLS registration, a high school diploma, and strong communication skills, with opportunities