Relationship Banker I: Build Trust & Advise Clients

U.S. Bank

Santa Monica (CA)

On-site

USD 66,188,000 - 89,544,000

Full time

4 days ago
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Benefits offered by this job

Healthcare (medical, dental, vision)
Life insurance
Disability
Paid vacation
401(k)
Paid holidays
Adoption assistance
Sick leave

Job summary

U.S. Bank in Santa Monica, CA is seeking a Relationship Banker to build client relationships, open accounts, and originate loans, delivering digital solutions and personalized financial guidance. You will engage customers face to face, collaborating with branch teams to ensure an exceptional experience.

Role requires NMLS registration, compliance checks, and strong communication and service orientation. The position offers a comprehensive benefits package and a path for growth within the bank.

Qualifications

  • High school diploma or equivalent required.
  • Retail banking experience preferred.
  • NMLS registration process and background/credit checks required.

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 communication
Digital banking knowledge
Customer service
Proactive outreach

Education

High school diploma or equivalent

Job description

U.S. Bank in Santa Monica, CA is seeking a Relationship Banker to build client relationships, open accounts, and originate loans, delivering digital solutions and personalized financial guidance. You will engage customers face to face, collaborating with branch teams to ensure an exceptional experience.

Role requires NMLS registration, compliance checks, and strong communication and service orientation. The position offers a comprehensive benefits package and a path for growth within the bank.

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