Relationship Banker II: Build Trust, Advise, Grow

Us Bank; Indio (CA); On-site; USD 73,039,000 - 89,257,000; Full time

Benefits offered by this job

Healthcare

Life insurance

Disability

Parental leave

Retirement plan

Paid vacation

Paid holidays

Adoption assistance

Paid sick leave

Job summary

U.S. Bank is seeking a Relationship Banker to build and deepen client relationships by meeting face to face and offering tailored financial guidance.

The role includes opening accounts, processing transactions, and educating customers on digital self‑service tools. You will engage proactively with clients, identify suitable banking solutions, and collaborate with branch teammates to deliver exceptional service and targeted promotions.

Qualifications

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

Sales campaigns

Digital products

Product knowledge

Customer service

Team collaboration

Financial services experience

Education

High school diploma or equivalent

Job description

U.S. Bank is seeking a Relationship Banker to build and deepen client relationships by meeting face to face and offering tailored financial guidance.

The role includes opening accounts, processing transactions, and educating customers on digital self‑service tools. You will engage proactively with clients, identify suitable banking solutions, and collaborate with branch teammates to deliver exceptional service and targeted promotions.