Relationship Banker II: Client-Centric Banking & Loans

U.S. Bank; Goleta (CA); On-site; USD 37,000 - 46,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

Paid vacation

Paid holidays

401(k) plan

Job summary

U.S. Bank in Goleta, CA is seeking a Relationship Banker 2 to engage clients face-to-face, assess needs, and offer tailored financial solutions. You will open accounts, guide customers on products, and promote digital tools to enhance self-service and satisfaction.

The role emphasizes building trusted relationships, proactive outreach, and collaborative service within the branch team. Requires strong customer service and sales focus.

Qualifications

• High school diploma or equivalent.
• Minimum four to five years retail banking experience.
• Ability to build trust-based client relationships.
• Experience with selling and promoting banking products.

Responsibilities

• Meet clients face-to-face and provide banking counsel.
• Build and foster client relationships through proactive outreach.
• Identify solutions by engaging with clients to understand needs.
• Open new consumer and business accounts and process requests.
• Educate clients on digital banking products and self-service tools.
• Collaborate with branch team to serve clients with accuracy.

Skills

Client relationships

Proactive outreach

Communication skills

Digital banking

Sales experience

Customer service

Education

High school diploma or equivalent

Tools

CRM software

Digital banking platforms

Job description

U.S. Bank in Goleta, CA is seeking a Relationship Banker 2 to engage clients face-to-face, assess needs, and offer tailored financial solutions. You will open accounts, guide customers on products, and promote digital tools to enhance self-service and satisfaction.

The role emphasizes building trusted relationships, proactive outreach, and collaborative service within the branch team. Requires strong customer service and sales focus.