Relationship Banker: Trusted Financial Advisor

Us Bank

Ridgecrest (CA)

On-site

USD 32,000 - 39,000

Full time

4 days ago
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Benefits offered by this job

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

Job summary

U.S. Bank is seeking a Relationship Banker to build strong relationships with customers by meeting face to face and providing expert financial guidance.

You will assess needs, gather customer information, educate on deposits, loans, and digital tools, and offer tailored solutions. This role requires a focus on customer service, accuracy in processing information, and the ability to open/close accounts while maintaining compliance with regulatory requirements.

Qualifications

  • High school diploma or equivalent required.
  • Less than four years of retail banking experience or related training preferred.
  • Strong customer service and communication skills required.

Responsibilities

  • Build relationships with customers face to face and advise on financial products.
  • Educate clients on deposits, loans, and digital banking options.
  • Originate and close consumer loans; open and/or close accounts.
  • Follow branch policies and ensure regulatory compliance.

Skills

Customer service
Communication
Relationship-building
Sales orientation

Education

High school diploma or equivalent

Tools

CRM software
Banking platforms

Job description

U.S. Bank is seeking a Relationship Banker to build strong relationships with customers by meeting face to face and providing expert financial guidance.

You will assess needs, gather customer information, educate on deposits, loans, and digital tools, and offer tailored solutions. This role requires a focus on customer service, accuracy in processing information, and the ability to open/close accounts while maintaining compliance with regulatory requirements.

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