Relationship Banker: Personal Finance Advisor

U.S. Bank

Los Angeles (CA)

On-site

USD 37,000 - 46,000

Full time

4 days ago
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Benefits offered by this job

Healthcare (medical, dental, vision)
Life insurance
Disability insurance
Parental leave
401(k) and retirement plan
Paid vacation
Paid holidays
Adoption assistance
Sick leave

Job summary

U.S. Bank in Los Angeles is seeking a Relationship Banker to build strong client relationships, assess banking needs, and process accounts and loans. You will educate clients on deposits, loans, and digital services while partnering with branch teams to deliver exceptional service.

The role emphasizes proactive outreach, cross-selling opportunities, and maintaining up‑to‑date knowledge of retail banking products. NMLS registration is required, with background and credit checks per policy.

Qualifications

  • High school diploma or equivalent.
  • Typically has 4–5 years of job-related, retail banking experience or equivalent training.
  • NMLS registration is required under SAFÉ Act regulations.

Responsibilities

  • Build relationships with clients through proactive outreach and follow up.
  • Identify banking solutions for new and existing clients based on needs.
  • Open new consumer and business accounts and submit credit applications.
  • Educate clients on digital products and self‑service technologies.
  • Collaborate with branch team members to serve clients effectively.
  • Provide an optimal client experience and process basic transactions.

Skills

Relationship building
Communication
Sales experience
Customer service
Digital banking

Education

High school diploma or equivalent

Job description

U.S. Bank in Los Angeles is seeking a Relationship Banker to build strong client relationships, assess banking needs, and process accounts and loans. You will educate clients on deposits, loans, and digital services while partnering with branch teams to deliver exceptional service.

The role emphasizes proactive outreach, cross-selling opportunities, and maintaining up‑to‑date knowledge of retail banking products. NMLS registration is required, with background and credit checks per policy.

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