Relationship Banking Advisor

U.S. Bank; San Diego (CA); On-site; USD 37,000 - 51,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

Life insurance

Disability insurance

Paid vacation

Holidays

401(k)

Parental leave

Adoption assistance

Sick leave

Job summary

U.S. Bank in California seeks a Relationship Banker to build client relationships by meeting face-to-face, assessing banking needs, and guiding customers through deposit and loan products.

You will open accounts, process transactions, educate clients on digital tools, and collaborate with branch teammates to deliver an exceptional client experience while contributing to sales goals. Role requires knowledge of retail products, strong customer service, and the ability to identify solutions that

Qualifications

• High school diploma or equivalent
• Typically has 4–5 years of job-related retail banking experience or a 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 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
• Opens new consumer and business accounts, completes service requests and submits credit applications
• Educates clients on emerging and self-service digital products and services
• Leverages resources and technologies to optimize the client experience and service quality

Skills

Relationship building

Client engagement

Policy knowledge

Retail products knowledge

Customer service

Sales campaigns

Digital products familiarity

Needs assessment

Recommendation skills

Financial services experience

Education

High school diploma or equivalent

Job description

U.S. Bank in California seeks a Relationship Banker to build client relationships by meeting face-to-face, assessing banking needs, and guiding customers through deposit and loan products.

You will open accounts, process transactions, educate clients on digital tools, and collaborate with branch teammates to deliver an exceptional client experience while contributing to sales goals. Role requires knowledge of retail products, strong customer service, and the ability to identify solutions that