Relationship Banking Advisor | Build Trust & Loans

U.S. Bank

Truckee (CA)

On-site

USD 34,000 - 43,000

Full time

2 days ago
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Benefits offered by this job

Healthcare
401(k)
Paid vacation
Holiday pay
Adoption assistance
Disability benefits

Job summary

U.S. Bank is hiring a Relationship Banker to build strong relationships with customers by meeting in-branch or at client locations and by guiding them through banking options.

The role involves assessing financial needs, opening accounts, processing transactions, and educating clients on digital tools. Ideal candidates will have strong communication, customer service, and sales skills with knowledge of retail banking products and policies.

Qualifications

  • Build relationships with clients and understand their financial needs.
  • Knowledge of retail banking products and services and how to guide clients.
  • Strong customer service orientation with ability to educate clients on digital tools.

Responsibilities

  • Builds relationships with clients through proactive outreach and follow up.
  • Identifies client needs and provides suitable financial solutions.
  • Maintains knowledge of banking products and services, including digital options.
  • Provides a consistent client experience by greeting clients and processing basic transactions.
  • Opens consumer and business accounts and handles service requests and credit applications.

Skills

Relationship building
Client communication
Banking products
Digital channels
Customer service
Sales experience
Regulatory knowledge

Education

High school diploma or equivalent

Job description

U.S. Bank is hiring a Relationship Banker to build strong relationships with customers by meeting in-branch or at client locations and by guiding them through banking options.

The role involves assessing financial needs, opening accounts, processing transactions, and educating clients on digital tools. Ideal candidates will have strong communication, customer service, and sales skills with knowledge of retail banking products and policies.

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