Relationship Banker I - Personal Banking & Loans

U.S. Bank; Beverly Hills (CA); On-site; USD 32,000 - 43,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

Life insurance

Disability insurance

401(k) retirement

Paid vacation

Paid holidays

Adoption assistance

Sick leave

Job summary

U.S. Bank is seeking a Relationship Banker in Beverly Hills to build client relationships, assess banking needs, and process new accounts and loans. You will educate clients on deposit and loan products and promote digital solutions for a seamless experience.

The role emphasizes proactive outreach, collaborative teamwork, and accuracy in delivering financial guidance while complying with regulatory requirements.

Qualifications

• Proven ability to build and foster relationships with clients through proactive outreach and follow up.
• Thorough knowledge of bank policies and customer service procedures.
• Experience with digital banking tools and self-service channels.

Responsibilities

• Build relationships with customers by meeting face to face and engaging them to provide counsel.
• Open new consumer and business accounts and process service requests.
• Educate clients on deposit and loan products and digital solutions.
• Proactively educate clients on digital products to meet financial needs.
• Collaborate with branch team to serve clients with accuracy and excellence.

Skills

Relationship building

Customer service

Communication

Digital banking

Sales & cross-selling

Education

High school diploma or equivalent

Job description

U.S. Bank is seeking a Relationship Banker in Beverly Hills to build client relationships, assess banking needs, and process new accounts and loans. You will educate clients on deposit and loan products and promote digital solutions for a seamless experience.

The role emphasizes proactive outreach, collaborative teamwork, and accuracy in delivering financial guidance while complying with regulatory requirements.