Relationship Banker 1 - Simi Valley Main - Simi Valley, CA

U.S. Bank•Simi Valley, CA

1d•$23 - $31•Onsite

About The Position

Relationship Bankers build customer relationships through face-to-face conversations and proactive engagement, assessing customers’ banking needs and offering counsel tailored to their goals. They obtain and process customer and account information, educate clients about deposit and loan products and services, recommend financial solutions, originate and close consumer loans, open accounts, and may open or close the branch. The role requires National Mortgage Licensing System (NMLS) registration under the S.A.F.E. Act of 2008 and Regulation Z. Registration includes criminal background and credit checks; failure to meet or maintain registration requirements may result in withdrawal of an offer or termination of employment. The position is based at a U.S. Bank location for all scheduled workdays. The listed salary range is $23.08–$31.25. U.S. Bank states that actual pay may vary by role location and offers benefits and total rewards subject to eligibility requirements.

Requirements

High school diploma or equivalent.
Typically less than four years of job-related retail banking experience, or a combination of experience and commensurate training.
Obtain and maintain National Mortgage Licensing System (NMLS) registration under the S.A.F.E. Act of 2008 and Regulation Z, including meeting the required criminal background and credit check requirements.

Nice To Haves

Proven ability to build and foster client relationships through proactive outreach and follow-up.
Ability to engage and communicate effectively with clients.
Thorough knowledge of applicable bank and branch policies, procedures, and support systems.
Proven customer service and interpersonal skills.
Experience using and demonstrating digital products and self-service technologies.
Ability to explore and identify customers’ underlying needs while using a digital-first mindset.
Basic proficiency in making appropriate recommendations that meet customer needs reactively and proactively.
Financial services industry experience.

Responsibilities

Build and foster client relationships through proactive outreach and follow-up, learning clients’ financial needs and banking channel preferences.
Identify solutions for new and existing clients by engaging and communicating effectively with them.
Maintain working knowledge of consumer and business banking products and services, including digital products and services.
Provide a consistent client experience, including greeting clients and processing basic transactions.
Develop collaborative partnerships with branch team members and other partners to serve clients.
Open consumer and business accounts, complete service requests, and submit credit applications.
Educate clients about emerging and self-service digital products and services.
Use available resources and technologies to optimize the client experience and deliver operationally excellent, accurate service.
Originate and close consumer loans and open and/or close the branch.

Benefits

Healthcare coverage, including medical, dental, and vision.
Basic term and optional term life insurance.
Short-term and long-term disability insurance.
Pregnancy disability and parental leave.
401(k) and employer-funded retirement plan.
Paid vacation, from two to five weeks depending on salary grade and tenure.
Up to 11 paid holiday opportunities.
Adoption assistance.
Sick and Safe Leave accruals of one hour for every 30 hours worked, up to 80 hours per calendar year unless otherwise provided by law.
Incentive and recognition programs.
Equity stock purchase and 401(k) contribution.
Pension.