Senior Relationship Banker: Trusted Financial Advisor

US Bank; Oceanside (CA); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

401(k) and employer-funded retirement

Paid vacation (2–5 weeks)

Holiday opportunities

Job summary

U.S. Bank is seeking a Relationship Banker to build trusted relationships with customers by meeting face to face and providing comprehensive financial guidance. You will assess banking needs, educate clients on deposits and loan products, and process accounts and basic transactions.

The role emphasizes digital education and proactive outreach. You will develop partnerships with branch teams, open accounts, and assist in loan origination, while staying compliant with NMLS requirements and bank

Qualifications

• High school diploma or equivalent.
• Typically five+ years of job-related, retail banking experience.

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 and services.
• 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.

Skills

Relationship building

Client communication

Sales experience

Digital banking knowledge

Job description

U.S. Bank is seeking a Relationship Banker to build trusted relationships with customers by meeting face to face and providing comprehensive financial guidance. You will assess banking needs, educate clients on deposits and loan products, and process accounts and basic transactions.

The role emphasizes digital education and proactive outreach. You will develop partnerships with branch teams, open accounts, and assist in loan origination, while staying compliant with NMLS requirements and bank