Relationship Banker I: Client Care & Loans

U.S. Bank

Los Angeles (CA)

On-site

USD 32,000 - 43,000

Full time

4 days ago
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Benefits offered by this job

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

Job summary

U.S. Bank in Los Angeles is seeking a Relationship Banker to serve customers face-to-face, assess banking needs and offer tailored financial solutions. You will open accounts, process basic transactions and guide clients through digital tools to enhance their banking experience.

The role emphasizes proactive outreach, collaboration with branch teams, and providing exceptional service. A high school diploma is required, and compliance steps like NMLS registration may apply during the hiring

Qualifications

  • 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

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.
  • 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 engagement
Digital banking knowledge
Customer service

Education

High school diploma or equivalent

Job description

U.S. Bank in Los Angeles is seeking a Relationship Banker to serve customers face-to-face, assess banking needs and offer tailored financial solutions. You will open accounts, process basic transactions and guide clients through digital tools to enhance their banking experience.

The role emphasizes proactive outreach, collaboration with branch teams, and providing exceptional service. A high school diploma is required, and compliance steps like NMLS registration may apply during the hiring

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