Relationship Banker - Orange County, CA | Digital Banking

US Bank; Anaheim (CA); On-site; USD 52,000 - 78,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

401(k) retirement plan

Paid vacation

Paid holidays

Parental leave

Job summary

U.S. Bank is seeking a Relationship Banker to build and deepen client relationships by meeting face to face, assessing banking needs, and guiding customers to appropriate deposit and loan products. You will open accounts, help with service requests, and promote digital banking solutions.

The role emphasizes proactive outreach, cross-selling, and delivering excellent customer service at a branch location. Compliance and product knowledge are essential for success.

Qualifications

• High school diploma or equivalent.
• Typically 4–5 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.
• Identifies solutions for new and existing clients based on their needs by effectively engaging and communicating with clients.
• Maintains knowledge of consumer and business banking products and services including digital products.
• Provides a consistent optimal client experience, including greeting clients and processing basic transactions.
• Opens new consumer and business accounts, completes service requests and submits credit applications.

Skills

Client relationship building

Communication

Digital product knowledge

Sales and cross-selling

Customer service

Education

High school diploma or equivalent

Job description

U.S. Bank is seeking a Relationship Banker to build and deepen client relationships by meeting face to face, assessing banking needs, and guiding customers to appropriate deposit and loan products. You will open accounts, help with service requests, and promote digital banking solutions.

The role emphasizes proactive outreach, cross-selling, and delivering excellent customer service at a branch location. Compliance and product knowledge are essential for success.