Relationship Banker: Trusted Financial Advisor

Us Bank; Clovis (CA); On-site; USD 32,000 - 41,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

Life insurance

Disability coverage

PTO and holidays

Job summary

U.S. Bank is seeking a Relationship Banker who will build and deepen client relationships by meeting face to face and understanding customers’ financial goals. You will assess needs, open accounts, and assist with loans and digital products, delivering an exceptionally accurate and compliant customer experience.

The role emphasizes proactive outreach, knowledge of banking products, and teamwork with branch colleagues to serve clients efficiently and securely.

Qualifications

• High school diploma or equivalent.
• Typically has less than four 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 a working knowledge of consumer and business banking products and services including digital products and services.
• Provides a consistent optimal client experience, including greeting clients and processing basic transactions.
• Opens new consumer and business accounts, completes service requests and submits credit applications.

Skills

Relationship building

Customer service

Digital banking

Communication

Interpersonal skills

Job description

U.S. Bank is seeking a Relationship Banker who will build and deepen client relationships by meeting face to face and understanding customers’ financial goals. You will assess needs, open accounts, and assist with loans and digital products, delivering an exceptionally accurate and compliant customer experience.

The role emphasizes proactive outreach, knowledge of banking products, and teamwork with branch colleagues to serve clients efficiently and securely.