Relationship Banker: Trusted Financial Advisor

U.S. Bank; Sacramento (CA); Presencial; USD 32.000 - 43.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Healthcare (medical, dental, vision)

401(k) plan with employer contribution

Paid vacation and holidays

Descripción de la vacante

U.S. Bank seeks a Relationship Banker to build and maintain client relationships, assess banking needs, process accounts and credit applications, and educate customers on deposit and loan products. You will open new accounts, assist with loans, and promote digital self-service options across branch sites.

The role emphasizes proactive outreach, strong communication, and collaborative teamwork to ensure exceptional client experiences while adhering to banking policies and regulatory requirements.

Formación

• High school diploma or equivalent.
• Typically has less than four years of job-related, retail banking experience or a combination of experience and commensurate training.
• Proven ability to build and foster relationships with clients through proactive outreach and follow up.
• Ability to effectively engage and communicate with clients.
• Thorough knowledge of applicable bank and branch policies, procedures and support systems.
• Proven customer service and interpersonal skills.
• Experience with using and demonstrating digital products and self-service technologies.
• Ability to explore and identify a customer’s true needs while leveraging a digital first mindset.
• Demonstrated basic level of proficiency in making appropriate recommendations that meet customer’s needs both reactively and proactively.
• Experience in the financial services industry preferred.

Responsabilidades

• 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.
• Develops collaborative partnerships with branch team members and partners to best serve clients.
• 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.
• Leverages available resources and technologies to optimize the client experience and serve our clients with operational excellence and accuracy.

Conocimientos

Relationship building

Customer service

Interpersonal skills

Communication

Digital banking knowledge

Educación

High school diploma or equivalent

Descripción del empleo

U.S. Bank seeks a Relationship Banker to build and maintain client relationships, assess banking needs, process accounts and credit applications, and educate customers on deposit and loan products. You will open new accounts, assist with loans, and promote digital self-service options across branch sites.

The role emphasizes proactive outreach, strong communication, and collaborative teamwork to ensure exceptional client experiences while adhering to banking policies and regulatory requirements.