Relationship Banker II: Client-Focused Banking Pro

U.S. Bank; Newport Beach, Northern (CA, KY); Hybrid; USD 42,000 - 69,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

401(k) plan with employer match

Paid time off

Job summary

U.S. Bank in Newport Beach, CA is seeking a Relationship Banker 2 to build trusted client relationships, assess banking needs, and offer financial solutions. You will process deposits, loans, and account openings while educating clients on bank products and services.

The role emphasizes proactive client outreach, collaboration with branch teams, and a digital-first approach to meet customers’ financial goals.

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.
• Proven ability to build and foster relationships with clients through proactive outreach and follow up.
• Experience with participating in sales campaigns/promotions.
• Experience with using and demonstrating digital products and self-service technologies.

Responsibilities

• Builds and fosters relationships with clients through proactive outreach and follow up.
• Identifies solutions for new and existing clients based on their needs by effectively engaging and communicating.
• Opens new consumer and business accounts and processes requests.
• Educates clients on digital products and self-service technologies to assist with their financial needs.

Skills

Relationship building

Customer service

Effective communication

Sales experience

Digital product knowledge

Education

High school diploma or equivalent

Job description

U.S. Bank in Newport Beach, CA is seeking a Relationship Banker 2 to build trusted client relationships, assess banking needs, and offer financial solutions. You will process deposits, loans, and account openings while educating clients on bank products and services.

The role emphasizes proactive client outreach, collaboration with branch teams, and a digital-first approach to meet customers’ financial goals.