Relationship Banking Advisor

U.S. Bank; Corona (CA); On-site; USD 30,000 - 37,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

Life insurance (basic & optional)

Disability insurance (short/long-term)

Paid vacation

401(k) plan

Paid holidays

Adoption assistance

Sick and Safe Leave

Job summary

U.S. Bank is seeking a Relationship Banker who will meet clients face-to-face to provide trusted financial guidance, open new accounts, and process service requests.

The role emphasizes building strong client relationships, educating customers on products, and collaborating with branch teams to deliver excellent service. Applicants should have a high school diploma or equivalent, strong communication skills, and experience in customer service.

Qualifications

• 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

Responsibilities

• Builds and fosters relationships with clients through proactive outreach and follow up, asking questions and learning about their financial needs, and banking channel preferences
• 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

Skills

Relationship building

Customer service

Communication

Digital banking

Proactive outreach

Banking product knowledge

Education

High school diploma or equivalent

Job description

U.S. Bank is seeking a Relationship Banker who will meet clients face-to-face to provide trusted financial guidance, open new accounts, and process service requests.

The role emphasizes building strong client relationships, educating customers on products, and collaborating with branch teams to deliver excellent service. Applicants should have a high school diploma or equivalent, strong communication skills, and experience in customer service.