Relationship Banking Specialist

Us Bank; San Marcos (CA); On-site; USD 43,000 - 52,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

401(k) retirement plan

Paid vacation

Paid holidays

Adoption assistance

Job summary

U.S. Bank is seeking a Relationship Banker to build strong client relationships, assess banking needs, and process accounts with accuracy. The role includes greeting clients, opening consumer and business accounts, and educating customers about digital banking options.

You will collaborate with branch teams to deliver excellent service and drive solutions that meet customer goals, while adhering to regulatory requirements and safety standards.

Qualifications

• High school diploma or equivalent.
• Typically has 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, asking questions and learning about their financial needs, and banking channel preferences.
• 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 communication

Banking product knowledge

Sales campaign experience

Digital product familiarity

Proactive outreach

Education

High school diploma

Job description

U.S. Bank is seeking a Relationship Banker to build strong client relationships, assess banking needs, and process accounts with accuracy. The role includes greeting clients, opening consumer and business accounts, and educating customers about digital banking options.

You will collaborate with branch teams to deliver excellent service and drive solutions that meet customer goals, while adhering to regulatory requirements and safety standards.