Relationship Banking Advisor

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

Benefits offered by this job

Healthcare (medical, dental, vision)

Life insurance

Disability insurance

Parental leave

401(k) retirement plan

Paid vacation

Paid holidays

Adoption assistance

Sick leave

Job summary

U.S. Bank is seeking a Relationship Banker to build lasting relationships with customers by meeting face to face and offering tailored financial guidance across deposits, loans, and digital solutions. You will educate clients on products, open accounts, process transactions, and collaborate with the branch team to deliver an excellent client experience.

The role requires NMLS registration and compliance. This position emphasizes proactive outreach, digital channel familiarity, and a

Qualifications

• 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.
• 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 self-service technologies.
• 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

Client relationships

Proactive outreach

Effective communication

Digital banking

Customer service

Interpersonal skills

Financial services knowledge

NMLS registration awareness

Education

High school diploma or equivalent

Job description

U.S. Bank is seeking a Relationship Banker to build lasting relationships with customers by meeting face to face and offering tailored financial guidance across deposits, loans, and digital solutions. You will educate clients on products, open accounts, process transactions, and collaborate with the branch team to deliver an excellent client experience.

The role requires NMLS registration and compliance. This position emphasizes proactive outreach, digital channel familiarity, and a