Relationship Banker II: Build Trust, Advise & Grow Loans

U.S. Bank; El Cajon (CA); Vor Ort; USD 37.000 - 45.000; Vollzeit

Zusammenfassung

U.S. Bank is seeking a Relationship Banker to build relationships with customers by meeting face to face and providing tailored financial guidance. The role involves opening accounts, processing basic transactions, and promoting digital banking tools to help clients meet financial goals.

Key responsibilities include proactive outreach, understanding client needs, and collaborating with the branch team to deliver exceptional service and accurate processing of requests.

Qualifikationen

• High school diploma or equivalent.
• Typically 4–5 years of retail banking experience or equivalent training.
• Excellent customer service and interpersonal skills.
• Ability to use and explain digital banking products and self-service tools.

Aufgaben

• Builds and fosters relationships with clients through proactive outreach and follow up.
• Identifies solutions for new and existing clients based on their needs.
• Maintains knowledge of consumer and business banking products and services.
• Provides a consistent optimal client experience, including greeting clients and processing basic transactions.
• Develops collaborative partnerships with branch team members to best serve clients.
• Opens new consumer and business accounts and processes service requests.
• Educates clients on digital products and self-service technologies.
• Leverages resources to optimize the client experience with accuracy.

Kenntnisse

Relationship building

Client communication

Digital banking

Sales experience

Financial services

Ausbildung

High school diploma

Jobbeschreibung

U.S. Bank is seeking a Relationship Banker to build relationships with customers by meeting face to face and providing tailored financial guidance. The role involves opening accounts, processing basic transactions, and promoting digital banking tools to help clients meet financial goals.

Key responsibilities include proactive outreach, understanding client needs, and collaborating with the branch team to deliver exceptional service and accurate processing of requests.