Relationship Banker II — Build Trust, Loans & Digital Solutions

US Bank; Beverly Hills (CA); Vor Ort; USD 37.000 - 51.000; Vollzeit

Zusammenfassung

U.S. Bank is seeking a Relationship Banker to engage customers in person, understand their financial goals, and provide tailored banking guidance.

The role emphasizes building trust, opening accounts, processing transactions, and educating clients on digital products to enhance self-service capabilities. The successful candidate will maintain strong client relationships, support sales campaigns, and collaborate with branch teammates to deliver accurate, compliant banking solutions.

Qualifikationen

• Builds and maintains client relationships through proactive outreach and needs assessment.
• Delivers excellent service while promoting banking products and services.
• Represents the bank professionally to customers and colleagues.

Aufgaben

• Meet with customers face to face to understand financial goals and provide tailored solutions.
• Open consumer and business accounts, and process service requests.
• Educate clients on deposit, loan products and digital tools.
• Identify opportunities for cross-selling and promote digital banking options.
• Collaborate with branch team to deliver seamless customer experience.

Kenntnisse

Relationship building

Customer service

Communication

Sales experience

Ausbildung

High school diploma or equivalent

Tools

CRM systems

Jobbeschreibung

U.S. Bank is seeking a Relationship Banker to engage customers in person, understand their financial goals, and provide tailored banking guidance.

The role emphasizes building trust, opening accounts, processing transactions, and educating clients on digital products to enhance self-service capabilities. The successful candidate will maintain strong client relationships, support sales campaigns, and collaborate with branch teammates to deliver accurate, compliant banking solutions.