Relationship Banker II: Proactive Client Guidance

300 U.S. Bank National Association

Citrus Heights (CA)

On-site

USD 37,000 - 51,000

Full time

5 days ago
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Benefits offered by this job

Healthcare (medical, dental, vision)
Life insurance
Disability insurance
Parental leave
401(k)
Paid vacation
Paid holidays
Adoption assistance
Sick leave

Job summary

U.S. Bank is hiring a Relationship Banker to connect with customers in-branch, understand their financial goals, and offer tailored banking solutions. You will open accounts, process deposits and loans, and guide clients through digital tools to enhance their banking experience.

Prepare to build trusted relationships, educate customers on products, and collaborate with the branch team to deliver outstanding service. Prioritize compliance and accuracy in every interaction.

Qualifications

  • High school diploma or equivalent.
  • Typically four to five years of job-related, retail banking experience or an equivalent combination of experience and training.
  • Strong ability to build and foster client relationships and explain banking products.

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 including digital products.
  • Provides a consistent optimal client experience, greeting clients and processing basic transactions.
  • Opens new consumer and business accounts and processes service requests.
  • Educates clients on digital products and self-service solutions to meet financial needs.

Skills

Relationship building
Client communication
Digital banking
Sales campaigns
Problem solving

Education

High school diploma or equivalent

Job description

U.S. Bank is hiring a Relationship Banker to connect with customers in-branch, understand their financial goals, and offer tailored banking solutions. You will open accounts, process deposits and loans, and guide clients through digital tools to enhance their banking experience.

Prepare to build trusted relationships, educate customers on products, and collaborate with the branch team to deliver outstanding service. Prioritize compliance and accuracy in every interaction.

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