Relationship Banking Specialist

U.S. Bank; California; Presencial; USD 42.000 - 58.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Healthcare (medical, dental, vision)

Life insurance

Disability insurance

Retirement plan (401(k))

Paid vacation and holidays

Parental leave

Adoption assistance

Sick leave

Descripción de la vacante

U.S. Bank is seeking a Relationship Banker who builds strong client relationships by meeting face-to-face and advising on banking needs.

The role focuses on assessing customer goals, processing deposits and loans, and opening accounts while guiding clients to digital tools for self-service. You will support branch objectives and collaborate with team members to deliver excellent service.

Formación

• Requires High school diploma or equivalent.
• Typically five or more years of job-related retail banking experience.

Responsabilidades

• 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.

Conocimientos

Relationship building

Customer service

Communication

Sales experience

Educación

High school diploma or equivalent

Descripción del empleo

U.S. Bank is seeking a Relationship Banker who builds strong client relationships by meeting face-to-face and advising on banking needs.

The role focuses on assessing customer goals, processing deposits and loans, and opening accounts while guiding clients to digital tools for self-service. You will support branch objectives and collaborate with team members to deliver excellent service.