Relationship Banker II: Grow Clients & Loans

Us Bank; Yreka (CA); On-site; USD 35,000 - 43,000; Full time

Benefits offered by this job

Healthcare

Life Insurance

Disability Insurance

Parental Leave

401(k)

Paid Vacation

Paid Holidays

Adoption Assistance

Sick Leave

Sick and Safe Leave

Job summary

U.S. Bank in California is seeking a Relationship Banker to build trusted relationships with clients by meeting face to face, understanding banking needs, and delivering tailored deposit and loan solutions. You will open accounts and support customers with digital tools.

You will work with branch colleagues to provide proactive service, handle consumer and business inquiries, and educate clients on digital products while complying with regulatory requirements.

Qualifications

• Requires a 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, 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

High school diploma

Retail banking experience

Customer service skills

Sales experience

Digital products familiarity

Banking product knowledge

Education

High school diploma or equivalent

Tools

CRM software

Job description

U.S. Bank in California is seeking a Relationship Banker to build trusted relationships with clients by meeting face to face, understanding banking needs, and delivering tailored deposit and loan solutions. You will open accounts and support customers with digital tools.

You will work with branch colleagues to provide proactive service, handle consumer and business inquiries, and educate clients on digital products while complying with regulatory requirements.