Relationship Banking Advisor: Loans & Digital Solutions

U.S. Bank National Association; Carlsbad (CA); On-site; USD 43,000 - 52,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

Life insurance

Disability insurance

Pregnancy disability & parental leave

401(k) and retirement plan

Paid vacation

11 paid holidays

Adoption assistance

Sick and Safe Leave

Job summary

U.S. Bank is seeking a Relationship Banker to build enduring client relationships through face-to-face engagement, advise on banking needs, and process accounts and loans. You will educate clients on deposits, loans, and digital services, while partnering with branch teammates to deliver exceptional service.

Responsibilities include opening accounts, handling service requests, and promoting digital first solutions. Prior banking sales experience and knowledge of bank policies are preferred.

Qualifications

• Five or more years of job-related, retail banking experience or equivalent training.
• Strong ability to build and foster client relationships through proactive outreach and follow-up.
• Knowledge of retail banking products and services, including digital products.

Responsibilities

• Builds and fosters relationships with clients through proactive outreach and follow up, asking questions and learning about their financial needs.
• Identifies solutions for new and existing clients based on their needs and effective engagement.
• Maintains knowledge of consumer and business banking products and services including digital offerings.
• Provides a consistent optimal client experience, including greeting clients and processing basic transactions.
• Opens new consumer and business accounts and submits credit applications.
• Educates clients on emerging and self-service digital products to meet financial needs.

Skills

Relationship building

Communication

Digital banking

Sales experience

Customer service

Self-service tech

Financial products knowledge

Education

High school diploma or equivalent

Job description

U.S. Bank is seeking a Relationship Banker to build enduring client relationships through face-to-face engagement, advise on banking needs, and process accounts and loans. You will educate clients on deposits, loans, and digital services, while partnering with branch teammates to deliver exceptional service.

Responsibilities include opening accounts, handling service requests, and promoting digital first solutions. Prior banking sales experience and knowledge of bank policies are preferred.