Strategic Relationship Banker

U.S. Bank; Los Angeles (CA); On-site; USD 42,000 - 58,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

Life insurance (basic/optional)

Disability insurance

Parental leave

401(k) retirement plan

Paid vacation

Paid holidays

Adoption assistance

Sick leave accruals

Job summary

U.S. Bank is seeking a Relationship Banker to meet clients face-to-face, assess banking needs, open accounts, and guide them to suitable loan products and digital services. You will build trusted relationships, collaborate with branch teams, and process transactions while promoting digital tools to enhance the client experience.

The role emphasizes customer service and regulatory adherence. You'll engage with clients, participate in sales campaigns, and stay knowledgeable about retail products

Qualifications

• High school diploma or equivalent is required.
• Five+ years in retail banking or combination with training is typical.
• Ability to build client relationships through proactive outreach and follow-up.
• Strong communication and customer service capabilities.
• Knowledge of retail banking products, policies, and support systems.

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.
• Location: working from a U.S. Bank location for all scheduled work days.

Skills

Build client relationships

Engage & communicate with clients

Bank policy knowledge

Retail products knowledge

Customer service skills

Sales campaigns experience

Digital products & self-service tech

Needs-based recommendations

Financial services industry experience

Interpersonal skills

Education

High school diploma or equivalent

Job description

U.S. Bank is seeking a Relationship Banker to meet clients face-to-face, assess banking needs, open accounts, and guide them to suitable loan products and digital services. You will build trusted relationships, collaborate with branch teams, and process transactions while promoting digital tools to enhance the client experience.

The role emphasizes customer service and regulatory adherence. You'll engage with clients, participate in sales campaigns, and stay knowledgeable about retail products