Relationship Banker: Personal Banking & Loans

U.S. Bank; Novato (CA); On-site; USD 40,000 - 50,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

401(k) and employer-funded retirement

Paid vacation

Sick and Safe Leave

Job summary

U.S. Bank is hiring a Relationship Banker to greet clients, assess financial needs, open accounts, and guide customers to suitable deposit and loan solutions at a branch. You will use digital banking tools and collaborate with team members to ensure an excellent client experience.

The role emphasizes proactive outreach, strong customer service, and knowledge of retail products to meet clients’ goals. Multiple levels are posted with a salary range listed.

Qualifications

• High school diploma or equivalent.
• Typically four to five years of job-related, retail banking experience or a combination of experience and 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 and services.
• Provides an optimal client experience, including greeting clients and processing basic transactions.
• Opens new consumer and business accounts and submits credit applications.

Skills

Relationship building

Proactive outreach

Communication

Sales-oriented

Digital product knowledge

Customer service

Interpersonal skills

Team collaboration

Education

High school diploma or equivalent

Retail banking experience (preferred)

Job description

U.S. Bank is hiring a Relationship Banker to greet clients, assess financial needs, open accounts, and guide customers to suitable deposit and loan solutions at a branch. You will use digital banking tools and collaborate with team members to ensure an excellent client experience.

The role emphasizes proactive outreach, strong customer service, and knowledge of retail products to meet clients’ goals. Multiple levels are posted with a salary range listed.