Relationship Banking Specialist: Loans & Digital Services

Us Bank; Moreno Valley (CA); On-site; USD 30,000 - 37,000; Full time

Benefits offered by this job

Healthcare

Life insurance

Disability

Leave benefits

401(k)

Paid vacation

Paid holidays

Adoption assistance

Sick leave

Job summary

U.S. Bank is seeking a Relationship Banker to build strong client relationships by meeting in person, understanding financial needs, and guiding customers through deposit, loan products and services. You will open accounts, process transactions, and educate clients on digital banking options.

Role requires good interpersonal skills, regulatory awareness, and a customer-first mindset to enhance the client experience at the branch location in Moreno Valley, CA.

Qualifications

• High school diploma or equivalent.
• Typically has less than four years of job-related, retail banking experience or a combination of experience and commensurate training.
• Proven ability to build and foster relationships with clients through proactive outreach and follow up.
• Ability to effectively engage and communicate with clients.
• Thorough knowledge of applicable bank policies, procedures and support systems.
• Proven customer service and interpersonal skills.
• Experience with using and demonstrating digital products and self-service technologies.

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

Customer service

Communication

Digital banking

Problem solving

Education

High school diploma

Job description

U.S. Bank is seeking a Relationship Banker to build strong client relationships by meeting in person, understanding financial needs, and guiding customers through deposit, loan products and services. You will open accounts, process transactions, and educate clients on digital banking options.

Role requires good interpersonal skills, regulatory awareness, and a customer-first mindset to enhance the client experience at the branch location in Moreno Valley, CA.