Relationship Banker: Trusted Financial Guide

U.S. Bank; Loomis (CA); On-site; USD 37,000 - 50,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

Paid vacation and holidays

401(k) and retirement plan

Life insurance

Job summary

U.S. Bank is seeking a Relationship Banker to engage customers face-to-face, assess financial needs, and provide tailored banking solutions. You’ll open accounts, process basic transactions, and guide clients through digital tools to enhance their experience.

The role emphasizes proactive client outreach, knowledge of retail banking products, and collaboration with branch teams to ensure exceptional service. A strong focus on regulatory compliance and a customer-first mindset is required.

Qualifications

• High school diploma or equivalent.
• Typically 4–5 years of job-related, retail banking experience.
• Comfort with banking products and services including digital options.

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 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 to best serve clients.
• Opens new consumer and business accounts, completes service requests and submits credit applications.
• Educates clients on emerging and self-service digital products and services to assist with meeting their financial needs.

Skills

Relationship-building

Sales experience

Product knowledge

Digital banking

Customer service

Education

High school diploma or equivalent

Job description

U.S. Bank is seeking a Relationship Banker to engage customers face-to-face, assess financial needs, and provide tailored banking solutions. You’ll open accounts, process basic transactions, and guide clients through digital tools to enhance their experience.

The role emphasizes proactive client outreach, knowledge of retail banking products, and collaboration with branch teams to ensure exceptional service. A strong focus on regulatory compliance and a customer-first mindset is required.