Relationship Banking Advisor

U.S. Bank; Newport Beach (CA); On-site; USD 32,000 - 43,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

Life insurance

Disability insurance

401(k) retirement plan

Paid vacation

Job summary

U.S. Bank seeks a Relationship Banker to build client relationships in Newport Beach, CA, offering personalized financial guidance. You will greet customers, process basic transactions, and actively identify banking solutions aligned with client goals.

You will educate clients on digital products, support both consumer and business needs, and collaborate with branch teams to deliver accurate, efficient service in a fast-paced, customer-focused environment.

Qualifications

• High school diploma or equivalent required.
• Typically less than four years of retail banking experience or combination of experience and 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.
• 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

Client communication

Bank policies knowledge

Customer service

Digital products

Digital-first mindset

Needs discovery

Product recommendations

Education

High school diploma or equivalent

Job description

U.S. Bank seeks a Relationship Banker to build client relationships in Newport Beach, CA, offering personalized financial guidance. You will greet customers, process basic transactions, and actively identify banking solutions aligned with client goals.

You will educate clients on digital products, support both consumer and business needs, and collaborate with branch teams to deliver accurate, efficient service in a fast-paced, customer-focused environment.