Relationship Banker II: Build Trust, Loans & Digital Banking

U.S. Bank

Lincoln (CA)

On-site

USD 37,000 - 51,000

Full time

6 days ago
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Benefits offered by this job

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

Job summary

U.S. Bank in Lincoln, California is seeking a Relationship Banker to meet with clients face-to-face, assess banking needs, and provide tailored financial solutions.

You will open and service accounts, originate consumer loans, and support branch operations while promoting digital products and self-service channels. You will educate clients on deposits, loans, and investments, and collaborate with team members to ensure accuracy and an excellent customer experience at every step of the banking

Qualifications

  • Builds and maintains client relationships through proactive outreach and follow-up.
  • Engages with clients to identify financial needs and provide appropriate solutions.
  • Knowledge of consumer and business banking products, including digital channels, and how to use them.

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 knowledge of retail products, services, and digital tools to advise clients.

Skills

Relationship building
Client engagement
Digital banking
Sales experience
Customer service
Team collaboration

Education

High school diploma or equivalent

Job description

U.S. Bank in Lincoln, California is seeking a Relationship Banker to meet with clients face-to-face, assess banking needs, and provide tailored financial solutions.

You will open and service accounts, originate consumer loans, and support branch operations while promoting digital products and self-service channels. You will educate clients on deposits, loans, and investments, and collaborate with team members to ensure accuracy and an excellent customer experience at every step of the banking

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