Relationship Banker II: Trusted Financial Guidance

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

Benefits offered by this job

Health insurance

401(k) plan

Paid vacation

Paid holidays

Disability insurance

Job summary

U.S. Bank is seeking a Relationship Banker to build trust-based client relationships, assess banking needs, and recommend financial solutions. You will open accounts, process simple transactions, and support loan applications while collaborating with branch teams to deliver an exceptional customer experience.

The role emphasizes digital product literacy and proactive outreach in a retail environment. Based in California, you will meet customers face-to-face, maintain regulatory compliance, and

Qualifications

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

Relationship building

Client engagement

Digital banking knowledge

Sales experience

Education

High school diploma or equivalent

Job description

U.S. Bank is seeking a Relationship Banker to build trust-based client relationships, assess banking needs, and recommend financial solutions. You will open accounts, process simple transactions, and support loan applications while collaborating with branch teams to deliver an exceptional customer experience.

The role emphasizes digital product literacy and proactive outreach in a retail environment. Based in California, you will meet customers face-to-face, maintain regulatory compliance, and