Relationship Banker I: Build Trusted Financial Partnerships

U.S. Bank; Costa Mesa (CA); On-site; USD 32,000 - 39,000; Full time

Benefits offered by this job

Healthcare

Life insurance

Disability coverage

Parental leave

401(k)

Paid vacation

Paid holidays

Adoption assistance

Sick leave

Job summary

U.S. Bank is seeking a Relationship Banker to build strong client relationships by meeting face to face, assessing banking needs, and offering suitable financial solutions. The role involves opening accounts, processing transactions, and originating consumer loans while educating clients on digital services.

The position emphasizes proactive outreach, excellent communication, and a customer-first mindset to deliver an optimal client experience and collaborate with branch teams.

Qualifications

• Build and foster relationships with clients through proactive outreach and follow up.
• Ability to engage and communicate with clients effectively.
• Thorough knowledge of applicable bank policies, procedures and support systems.
• Proven customer service and interpersonal skills.
• Experience with using and demonstrating digital banking products and self-service technologies.
• Ability to identify customer needs while leveraging a digital-first mindset.
• Basic proficiency in making recommendations that meet customer needs.

Responsibilities

• Builds and fosters relationships with clients through proactive outreach and follow up, asking questions and learning about their financial needs and banking channel preferences.
• Opens new consumer and business accounts, completes service requests and submits credit applications.
• Originates and closes consumer loans; processes basic transactions and banking requests.
• Educates clients on available products and digital self-service options to meet financial goals.
• Collaborates with branch team members and partners to deliver exceptional client experiences.

Skills

Relationship building

Communication skills

Customer service

Digital products knowledge

Banking knowledge

Education

High school diploma or equivalent

Tools

CRM systems

Job description

U.S. Bank is seeking a Relationship Banker to build strong client relationships by meeting face to face, assessing banking needs, and offering suitable financial solutions. The role involves opening accounts, processing transactions, and originating consumer loans while educating clients on digital services.

The position emphasizes proactive outreach, excellent communication, and a customer-first mindset to deliver an optimal client experience and collaborate with branch teams.