Relationship Banker II: Grow Clients & Lead Lending

US Bank; Santee (CA); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Healthcare

Life insurance

Disability insurance

Paid vacation

Paid holidays

401(k)

Job summary

U.S. Bank is seeking a Relationship Banker to build strong client relationships by meeting with customers, assessing banking needs, and offering appropriate deposit, loan, and digital banking solutions. The role involves opening accounts, processing requests, and guiding customers through self-service options.

The position emphasizes proactive outreach, product knowledge, and a customer-first mindset to deliver exceptional service and grow the branch's business. This is a on-site role at a U.S.

Qualifications

• Proven ability to build and foster relationships with clients through proactive outreach and follow up.
• Ability to effectively engage and communicate with clients.
• Thorough knowledge of applicable bank and branch policies, procedures and support systems.
• Thorough knowledge of all retail products and services.
• Proven customer service and interpersonal skills.
• Experience with sales campaigns/promotions.
• Experience with using and demonstrating digital products and self-service technologies.
• Ability to identify customer needs while leveraging a digital-first mindset.

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 with clients.
• Maintains a working knowledge of consumer and business banking products and services including digital products.
• Provides a consistent optimal client experience, including greeting clients and processing basic transactions.
• Develops collaborative partnerships with branch team members and partners to best serve clients.
• Opens new consumer and business accounts, completes service requests and submits credit applications.
• Education clients on emerging and self-service digital products and services to assist with meeting their financial needs.
• Leverages available resources to optimize the client experience and service quality.

Skills

Relationship building

Client engagement

Communication skills

Sales campaigns experience

Digital products familiarity

Financial services experience

Education

High school diploma or equivalent

Tools

Banking software

Job description

U.S. Bank is seeking a Relationship Banker to build strong client relationships by meeting with customers, assessing banking needs, and offering appropriate deposit, loan, and digital banking solutions. The role involves opening accounts, processing requests, and guiding customers through self-service options.

The position emphasizes proactive outreach, product knowledge, and a customer-first mindset to deliver exceptional service and grow the branch's business. This is a on-site role at a U.S.