Relationship Banker II: Trusted Financial Advisor

US Bank

Long Beach (CA)

On-site

USD 42,000 - 64,000

Full time

3 days ago
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Benefits offered by this job

Healthcare (medical, dental, vision)
Life insurance
Disability insurance
Parental leave
401(k) plan
Paid vacation
Up to 11 paid holidays
Adoption assistance
Sick leave

Job summary

U.S. Bank is seeking a Relationship Banker who builds client relationships by meeting face to face, assessing banking needs, opening accounts, and guiding customers to suitable deposit and loan products. You will also originate and close consumer loans and educate clients on digital and self-service options.

Role requires NMLS registration under SAFÉ Act and Reg Z, plus background and credit checks. The successful candidate will collaborate with branch teams to deliver an exceptional client

Qualifications

  • 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.
  • Opens new consumer and business accounts and processes service requests.
  • Proactively educates clients on digital products and self-service technologies.
  • Originates and closes consumer loans and recommends financial solutions based on client needs.
  • Adheres to NMLS registration requirements and completes background/credit checks.

Skills

Relationship building
Customer needs discovery
Sales and product knowledge
Communication
Digital banking

Education

High school diploma

Tools

Banking software

Job description

U.S. Bank is seeking a Relationship Banker who builds client relationships by meeting face to face, assessing banking needs, opening accounts, and guiding customers to suitable deposit and loan products. You will also originate and close consumer loans and educate clients on digital and self-service options.

Role requires NMLS registration under SAFÉ Act and Reg Z, plus background and credit checks. The successful candidate will collaborate with branch teams to deliver an exceptional client

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