Relationship Banking Advisor: Grow Client Partnerships

Us Bank; California (MO); On-site; USD 37,000 - 45,000; Full time

Benefits offered by this job

Healthcare

Life Insurance

Disability

Parental leave

401(k) plan

Paid vacation

Holidays

Adoption assistance

Sick leave

Job summary

U.S. Bank is seeking a Relationship Banker who builds trusted client relationships by meeting face to face, assessing banking needs and offering tailored financial solutions. You will open accounts, process basic transactions and educate customers on digital services at a U.S. Bank location.

The role emphasizes proactive outreach, knowledge of banking products, and collaboration with branch teams to deliver exceptional service and drive financial solutions for clients.

Qualifications

• High school diploma or equivalent.
• Typically has a minimum four to five years of job-related, retail banking experience or a combination of experience and commensurate training.
• Proven ability to build and foster relationships with clients through proactive outreach and follow up.
• Thorough knowledge of applicable bank and branch policies, procedures and support systems.
• Thorough knowledge of all retail products and services.

Responsibilities

• Builds and fosters relationships with clients through proactive outreach and follow up, asking questions and learning about their financial needs, and banking channel preferences.
• 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 outreach

Retail banking

Customer service

Sales campaigns

Digital products

Education

High school diploma or equivalent

Job description

U.S. Bank is seeking a Relationship Banker who builds trusted client relationships by meeting face to face, assessing banking needs and offering tailored financial solutions. You will open accounts, process basic transactions and educate customers on digital services at a U.S. Bank location.

The role emphasizes proactive outreach, knowledge of banking products, and collaboration with branch teams to deliver exceptional service and drive financial solutions for clients.