Relationship Banker II - Client Growth & Lending

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

Benefits offered by this job

Healthcare (medical, dental, vision)

Life insurance

Disability

Parental leave

401(k)

Paid vacation

Paid holidays

Adoption assistance

Sick leave

Job summary

U.S. Bank in Newport Beach, CA is seeking a Relationship Banker to build strong client relationships by meeting face to face and providing trusted financial guidance. The role involves opening accounts, originating loans, and educating clients on available products and digital tools.

You will collaborate with branch teammates to serve clients with excellence, while ensuring compliance with banking policies and NMLS requirements. Excellent communication is essential.

Qualifications

• High school diploma or equivalent.
• Typically 4–5 years of retail banking experience or equivalent training.

Responsibilities

• 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.
• Opens new consumer and business accounts and processes credit applications.
• Educates clients on digital products and self-service technologies.
• Delivers an excellent client experience with accurate processing.

Skills

Relationship building

Customer service

Communication

Digital products knowledge

Education

High school diploma or equivalent

Job description

U.S. Bank in Newport Beach, CA is seeking a Relationship Banker to build strong client relationships by meeting face to face and providing trusted financial guidance. The role involves opening accounts, originating loans, and educating clients on available products and digital tools.

You will collaborate with branch teammates to serve clients with excellence, while ensuring compliance with banking policies and NMLS requirements. Excellent communication is essential.