Relationship Banking Advisor

U.S. Bank; Mission Viejo (CA); On-site; USD 3,195,000 - 3,905,000; Full time

Benefits offered by this job

Healthcare

Life insurance

Disability insurance

Paid vacation

401(k) plan

Paid holidays

Job summary

U.S. Bank is seeking a Relationship Banker in Mission Viejo, California to build trusted client relationships by meeting face to face, assessing banking needs, and guiding customers through deposit and loan products.

You will open accounts, process basic transactions, and educate clients on digital tools while delivering exceptional service. This role requires a high school diploma and offers growth opportunities within a collaborative branch environment, emphasizing customer-centric solutions

Qualifications

• High school diploma or equivalent required.
• Typically has less than four years of job-related, retail banking experience or a combination of experience and training.
• Proven ability to build and foster relationships with clients through proactive outreach and follow up.

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 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.

Skills

Relationship building

Customer service

Communication

Digital banking knowledge

Education

High School Diploma or equivalent

Job description

U.S. Bank is seeking a Relationship Banker in Mission Viejo, California to build trusted client relationships by meeting face to face, assessing banking needs, and guiding customers through deposit and loan products.

You will open accounts, process basic transactions, and educate clients on digital tools while delivering exceptional service. This role requires a high school diploma and offers growth opportunities within a collaborative branch environment, emphasizing customer-centric solutions