Relationship Banker – Oceanside Old Grove (FT)

U.S. Bank; Oceanside (CA); On-site; USD 32,000 - 39,000; Full time

Benefits offered by this job

Healthcare

Life insurance

Disability insurance

Parental leave

401(k) plan

Paid vacation

Paid holidays

Job summary

U.S. Bank is seeking a Relationship Banker 1 in Oceanside, CA to build trust-based client relationships and provide tailored financial guidance. The role involves opening accounts, originating loans, and promoting digital banking solutions to meet customer needs.

The position emphasizes strong communication, adherence to bank policies, and exceptional customer service, with an emphasis on proactive outreach and collaborative teamwork within the branch network.

Qualifications

• High school diploma or equivalent.
• Typically has less than four years of job-related, retail banking experience or a combination of experience and commensurate training.
• Proven ability to build and foster relationships with clients through proactive outreach and follow up.
• Ability to effectively engage and communicate with clients.
• Thorough knowledge of applicable bank and branch policies, procedures and support systems.
• Proven customer service and interpersonal skills.
• Experience with using and demonstrating digital products and self-service technologies.
• Ability to explore and identify a customer’s true needs while leveraging a digital first mindset.

Responsibilities

• Builds and fosters relationships with clients through proactive outreach and follow up.
• 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

Digital products knowledge

Communication skills

Job description

U.S. Bank is seeking a Relationship Banker 1 in Oceanside, CA to build trust-based client relationships and provide tailored financial guidance. The role involves opening accounts, originating loans, and promoting digital banking solutions to meet customer needs.

The position emphasizes strong communication, adherence to bank policies, and exceptional customer service, with an emphasis on proactive outreach and collaborative teamwork within the branch network.