Relationship Banking Advisor

U.S. Bank; Santa Paula (CA); On-site; USD 32,000 - 39,000; Full time

Job summary

U.S. Bank in California is seeking Client Relationship Consultants across multiple levels, with 3–4 years of customer service and sales experience preferred. The salary ranges vary by level and hourly pay is provided.

Role focuses on building relationships with customers across in-person, appointment, and virtual channels, assessing banking needs, educating on deposit and loan products, and processing accounts and loans. You will operate with a digital-first mindset.

Qualifications

• High school diploma or equivalent.
• Three to four years of customer service experience.
• Three to four years of sales experience.

Responsibilities

• Build relationships with customers via in-person, by appointment, and virtual channels.
• Assess and attend to customers’ banking needs and educate on deposit and loan products.
• Originate and close consumer loans and open/close accounts.
• Engage customers and promote digital products and self-service tools.
• Provide solutions tailored to each customer's goals with a digital-first mindset.

Skills

Customer service

Sales experience

Communication skills

Interpersonal skills

Education

High school diploma or equivalent

Job description

U.S. Bank in California is seeking Client Relationship Consultants across multiple levels, with 3–4 years of customer service and sales experience preferred. The salary ranges vary by level and hourly pay is provided.

Role focuses on building relationships with customers across in-person, appointment, and virtual channels, assessing banking needs, educating on deposit and loan products, and processing accounts and loans. You will operate with a digital-first mindset.