Relationship Banking Advisor - Loans, Deposits & Digital Tools

US Bank; Elk Grove (CA); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

401(k) and retirement plan

Paid vacation and holidays

Disability insurance

Job summary

U.S. Bank is seeking a Relationship Banker to build trusted client relationships by meeting customers face-to-face, assessing financial needs, and guiding them to suitable deposit, loan, and digital products.

The role includes opening accounts, processing transactions, and collaborating with branch teams to serve clients effectively. The position requires NMLS registration under the SAFE Act and Regulation Z, with background checks.

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.

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 engagement

Sales mindset

Digital product knowledge

Communication skills

Education

High school diploma or equivalent

Job description

U.S. Bank is seeking a Relationship Banker to build trusted client relationships by meeting customers face-to-face, assessing financial needs, and guiding them to suitable deposit, loan, and digital products.

The role includes opening accounts, processing transactions, and collaborating with branch teams to serve clients effectively. The position requires NMLS registration under the SAFE Act and Regulation Z, with background checks.