Relationship Banker II: Grow Clients & Loans

US Bank; San Diego (CA); On-site; USD 37,000 - 50,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

401(k) plan

Paid vacation

Up to 11 paid holidays

Parental leave

Sick leave

Adoption assistance

Job summary

U.S. Bank is seeking a Relationship Banker to build relationships with customers by meeting face to face and engaging them to provide the best possible counseling on deposits, loans, and digital services.

The role includes opening accounts, processing transactions, and referring financial solutions based on individual goals. Ideal candidates have a high school diploma and typically 4–5 years in retail banking, along with strong communication and sales skills to support both consumer and business

Qualifications

• High school diploma or equivalent.
• Typically has a minimum four to five years of job-related, retail banking experience.

Responsibilities

• Builds and fosters relationships with clients through proactive outreach and follow up, asking questions and learning about their financial needs, and banking channel preferences.
• 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 and services.
• 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.
• Proactively educates clients on emerging and self-service digital products and services to assist with meeting their financial needs.
• Leverages available resources and technologies to optimize the client experience and serve our clients with operational excellence and accuracy.

Skills

Relationship building

Customer service

Sales experience

Banking knowledge

Education

High school diploma or equivalent

Job description

U.S. Bank is seeking a Relationship Banker to build relationships with customers by meeting face to face and engaging them to provide the best possible counseling on deposits, loans, and digital services.

The role includes opening accounts, processing transactions, and referring financial solutions based on individual goals. Ideal candidates have a high school diploma and typically 4–5 years in retail banking, along with strong communication and sales skills to support both consumer and business