Senior Relationship Banker: Trusted Financial Advisor

U.S. Bank; Folsom (CA); On-site; USD 43,000 - 58,000; Full time

Benefits offered by this job

Healthcare

Retirement plan

Paid vacation

Paid holidays

Life insurance

Job summary

U.S. Bank in California is seeking a Relationship Banker to build trusted client relationships by greeting clients, assessing financial needs, and guiding them to suitable deposit, loan, and digital products. You will open accounts, process transactions, and collaborate with branch teammates to deliver exceptional service.

The role emphasizes proactive outreach, strong communication, and a digital-first mindset to educate clients and drive solutions across consumer and small business banking.

Qualifications

• High school diploma or equivalent
• Typically five or more 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
• 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
• 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

Job description

U.S. Bank in California is seeking a Relationship Banker to build trusted client relationships by greeting clients, assessing financial needs, and guiding them to suitable deposit, loan, and digital products. You will open accounts, process transactions, and collaborate with branch teammates to deliver exceptional service.

The role emphasizes proactive outreach, strong communication, and a digital-first mindset to educate clients and drive solutions across consumer and small business banking.