Relationship Banker: Personal Banking Advisor & Growth

U.S. Bank; Lancaster (CA); On-site; USD 66,515,000 - 81,234,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

401(k) and employer-funded retirement

Paid vacation

Up to 11 paid holiday opportunities

Adoption assistance

Sick leave

Job summary

U.S. Bank is seeking a Relationship Banker to build trusted relationships with customers by meeting face to face and advising on banking solutions. You will assess needs, open accounts, process transactions, and promote digital self-service options to ensure a smooth client experience.

The role emphasizes proactive outreach, strong communication, and collaboration with branch teams to deliver personalized financial guidance across consumer and business banking products.

Qualifications

• 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.
• Demonstrated basic level of proficiency in making appropriate recommendations that meet customer’s needs both reactively and proactively.
• Experience in the financial services industry preferred.

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 self-service technologies.
• 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 products

Self-service technologies

Customer service

Interpersonal skills

Financial services experience

Recommendations

Education

High school diploma or equivalent

Job description

U.S. Bank is seeking a Relationship Banker to build trusted relationships with customers by meeting face to face and advising on banking solutions. You will assess needs, open accounts, process transactions, and promote digital self-service options to ensure a smooth client experience.

The role emphasizes proactive outreach, strong communication, and collaboration with branch teams to deliver personalized financial guidance across consumer and business banking products.