Relationship Banking Specialist

U.S. Bank; Indio (CA); On-site; USD 34,000 - 43,000; Full time

Job summary

U.S. Bank is seeking a Relationship Banker to build trusted relationships with customers by meeting face to face and advising on banking needs.

The role involves opening accounts, processing transactions, and referring customers to digital banking solutions, with an emphasis on customer service and financial solutions tailored to individual goals. The position requires strong communication, knowledge of retail products, and the ability to work collaboratively with branch teams to deliver

Qualifications

• High school diploma or equivalent required.
• Typically 4–5 years of job-related retail banking experience or equivalent 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 knowledge of consumer and business banking products and services including digital products.
• 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.
• Educates clients on emerging and self-service digital products and services.
• Leverages resources and technologies to optimize the client experience with accuracy.

Skills

Relationship building

Client engagement

Digital products knowledge

Sales and promotions

Communication skills

Customer service

Education

High school diploma or equivalent

Job description

U.S. Bank is seeking a Relationship Banker to build trusted relationships with customers by meeting face to face and advising on banking needs.

The role involves opening accounts, processing transactions, and referring customers to digital banking solutions, with an emphasis on customer service and financial solutions tailored to individual goals. The position requires strong communication, knowledge of retail products, and the ability to work collaboratively with branch teams to deliver