Relationship Banker: Personal Finance Advisor

U.S. Bank

Newport Beach (CA)

On-site

USD 37,000 - 45,000

Full time

4 days ago

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Benefits offered by this job

Healthcare (medical, dental, vision)

401(k) and employer-funded retirement

Paid vacation and holidays

Parental leave and disability coverage

E-Verify participation

Job summary

U.S. Bank is seeking a Relationship Banker to build strong client connections by engaging customers face to face and identifying banking needs. You will open accounts, process basic transactions, and educate clients on deposits and loans while guiding them to digital tools.

The role emphasizes proactive outreach, collaboration with branch teams, and delivering personalized financial solutions in a retail banking setting.

Qualifications

High school diploma or equivalent.
Typically 4–5 years of job-related, retail banking experience or equivalent 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.
Maintains knowledge of consumer and business banking products and services.
Provides a consistent optimal client experience, including greeting clients and processing basic transactions.
Develops collaborative partnerships with branch team members to best serve clients.
Opens new consumer and business accounts and submits credit applications.
Educates clients on self-service digital products to meet financial needs.
Leverages resources and technologies to enhance the client experience.