Relationship Banker II: Build Trust, Advise & Close Loans

U.S. Bank National Association; Citrus Heights (CA); On-site; USD 37,000 - 51,000; Full time

Job summary

U.S. Bank in California is seeking a Relationship Banker to build strong client relationships by meeting face to face, understanding banking needs, and guiding customers to the right deposit and loan solutions.

The role includes opening accounts, processing transactions, and referring digital products, with emphasis on compliant procedures and high-quality service. You will work with branch teams to deliver personalized financial advice and contribute to customer satisfaction while meeting

Qualifications

• High school diploma or equivalent.
• Typically four to five years of job-related retail banking experience or a combination of experience and training.

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.

Skills

Relationship building

Customer service

Sales experience

Communication skills

Education

High school diploma or equivalent

Job description

U.S. Bank in California is seeking a Relationship Banker to build strong client relationships by meeting face to face, understanding banking needs, and guiding customers to the right deposit and loan solutions.

The role includes opening accounts, processing transactions, and referring digital products, with emphasis on compliant procedures and high-quality service. You will work with branch teams to deliver personalized financial advice and contribute to customer satisfaction while meeting