Relationship Banker II: Client Solutions & Loans

U.S. Bank; Newport Beach (CA); In loco; USD 37.000 - 50.000; Tempo pieno

Descrizione del lavoro

U.S. Bank is seeking a Relationship Banker to build strong client relationships face-to-face, assess financial needs, and offer banking solutions. The role involves opening consumer and business accounts, processing basic transactions, and guiding customers in using digital banking tools.

You will collaborate with the branch team to deliver excellent service in Newport Beach, CA. The ideal candidate has 4–5 years of retail banking experience, strong communication skills, and a customer-centric

Competenze

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

Mansioni

• Builds and fosters relationships with clients through proactive outreach and follow up.
• Identifies solutions for new and existing clients based on needs.
• Maintains knowledge of consumer and business banking products and services.
• Provides a consistent optimal client experience, including greeting clients and processing basic transactions.
• Opens new consumer and business accounts and processes service requests.
• Educates clients on digital products and self-service options.
• Leverages resources to optimize client experience with accuracy.

Conoscenze

Relationship building

Client communication

Bank policies

Retail products

Customer service

Sales campaigns

Digital products

Needs discovery

Recommendation skills

Financial industry

Descrizione del lavoro

U.S. Bank is seeking a Relationship Banker to build strong client relationships face-to-face, assess financial needs, and offer banking solutions. The role involves opening consumer and business accounts, processing basic transactions, and guiding customers in using digital banking tools.

You will collaborate with the branch team to deliver excellent service in Newport Beach, CA. The ideal candidate has 4–5 years of retail banking experience, strong communication skills, and a customer-centric