Relationship Banker: Trusted Financial Advisor

US Bank; California; On-site; USD 60,000 - 85,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

401(k) plan

Paid vacation

11 paid holidays

Adoption assistance

Sick leave

Job summary

U.S. Bank is seeking a Relationship Banker to build strong client relationships by meeting face to face, assessing banking needs, and offering personalized financial solutions.

The role includes opening accounts, facilitating credit applications, and promoting digital self-service options to customers and businesses. Qualified candidates typically have 4–5 years in retail banking, with excellent communication skills and a track record in sales campaigns.

Qualifications

• High school diploma or equivalent.
• Typically has a minimum four to five 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 a working knowledge of consumer and business banking products and services including digital products and services.
• 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.

Skills

Relationship building

Client communication

Digital banking familiarity

Sales experience

Education

High school diploma or equivalent

Job description

U.S. Bank is seeking a Relationship Banker to build strong client relationships by meeting face to face, assessing banking needs, and offering personalized financial solutions.

The role includes opening accounts, facilitating credit applications, and promoting digital self-service options to customers and businesses. Qualified candidates typically have 4–5 years in retail banking, with excellent communication skills and a track record in sales campaigns.