Relationship Banking Advisor: Loans & Solutions

U.S. Bank; San Diego (CA); On-site; USD 42,000 - 58,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

Life insurance (basic and optional)

Disability insurance (short-term &

Disability insurance (long-term)

401(k) retirement plan

Paid vacation

Paid holidays

Parental leave

Adoption assistance

Sick leave

Job summary

U.S. Bank is seeking a Relationship Banker to build strong client relationships, meet face-to-face, and provide trusted financial guidance. The role includes opening accounts, processing transactions, and supporting customers with loans and deposits at a branch location.

You will educate clients on digital products, collaborate with team members, and strive for exceptional, accurate service daily.

Qualifications

• High school diploma or equivalent.
• Typically five or more 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

Client relationship building

Proactive outreach & follow-up

Effective client communication

Digital banking tools knowledge

Education

High school diploma or equivalent

Job description

U.S. Bank is seeking a Relationship Banker to build strong client relationships, meet face-to-face, and provide trusted financial guidance. The role includes opening accounts, processing transactions, and supporting customers with loans and deposits at a branch location.

You will educate clients on digital products, collaborate with team members, and strive for exceptional, accurate service daily.