Senior Relationship Banker & Financial Guide

Us Bank; Downey (CA); On-site; USD 64,000 - 79,000; Full time

Benefits offered by this job

Healthcare

401(k) retirement plan

Paid time off

Holiday opportunities

Job summary

U.S. Bank is seeking a Relationship Banker to build and maintain client relationships by meeting face to face and providing banking guidance. The role includes opening accounts, processing requests, and guiding customers through loan products while educating them on digital tools.

The position emphasizes proactive outreach, deep product knowledge, and collaboration with branch teams to deliver exceptional customer service and meet clients’ financial goals.

Qualifications

• Proven ability to build and foster relationships with clients through proactive outreach and follow up.
• Ability to effectively engage and communicate with clients
• Advanced knowledge of applicable bank and branch policies, procedures and support systems
• Thorough knowledge of all retail products and services
• Proven customer service and interpersonal skills
• Experience in participating in sales campaigns/promotions
• Experience with using and demonstrating digital products and self-service technologies
• Ability to explore and identify a customer’s true needs while leveraging a digital first mindset
• Demonstrated advanced level of proficiency in making appropriate recommendations that meet customer’s needs both reactively and proactively
• Experience in the financial services industry preferred

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.
• Opens new consumer and business accounts, completes service requests and submits credit applications.
• Develops collaborative partnerships with branch team members and partners to best serve clients.
• 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

Retail banking knowledge

Sales campaigns experience

Digital product familiarity

Customer service excellence

Education

High school diploma

Job description

U.S. Bank is seeking a Relationship Banker to build and maintain client relationships by meeting face to face and providing banking guidance. The role includes opening accounts, processing requests, and guiding customers through loan products while educating them on digital tools.

The position emphasizes proactive outreach, deep product knowledge, and collaboration with branch teams to deliver exceptional customer service and meet clients’ financial goals.