Relationship Banker: Trusted Financial Growth Advisor

U.S. Bank

Simi Valley (CA)

On-site

USD 56,000 - 76,000

Full time

6 days ago
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Benefits offered by this job

Healthcare (medical, dental, vision)
Life insurance
Disability insurance
Pregnancy and parental leave
401(k)
Paid vacation
Paid holidays
Adoption assistance
Sick leave

Job summary

U.S. Bank is seeking a Relationship Banker to support customers by building strong relationships, opening accounts, and guiding clients through deposit and loan options. The role emphasizes proactive outreach, a digital-first mindset, and collaboration with branch teams.

Responsibilities include educating clients on digital products, processing transactions, and identifying financial solutions tailored to each customer’s goals. Strong communication and banking knowledge are essential.

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.
  • 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.

Skills

Relationship building
Client engagement
Bank policies
Retail products
Customer service
Sales campaigns
Digital products
Digital self-service
Financial services

Education

High school diploma or equivalent

Job description

U.S. Bank is seeking a Relationship Banker to support customers by building strong relationships, opening accounts, and guiding clients through deposit and loan options. The role emphasizes proactive outreach, a digital-first mindset, and collaboration with branch teams.

Responsibilities include educating clients on digital products, processing transactions, and identifying financial solutions tailored to each customer’s goals. Strong communication and banking knowledge are essential.

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