Relationship Banker 1 - Turlock, CA (20hrs)
About The Position
Relationship Bankers build customer relationships through in-person meetings and engagement, assessing customers’ banking needs, processing customer and account information, explaining deposit and loan products and services, and recommending financial solutions aligned with each customer’s goals. The role also includes originating and closing consumer loans, opening accounts, and opening and/or closing the branch. This position requires National Mortgage Licensing System (NMLS) registration under the S.A.F.E. Act of 2008 and Regulation Z, including a criminal background and credit check. The role is based at a U.S. Bank location for all scheduled work days.
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.
- Must obtain and maintain NMLS registration under the S.A.F.E. Act of 2008 and Regulation Z, including meeting required criminal background and credit check standards.
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’ needs while applying 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, asking questions, and learning about clients’ financial needs and preferred banking channels.
- 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 offerings.
- Provide a consistent client experience by 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 proactively about digital and self-service products and services.
- Use available resources and technology to optimize the client experience and deliver accurate, operationally excellent 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 coverage.
- 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, 401(k) contribution, and pension, subject to eligibility requirements.
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What This Job Offers
Job Type
Part-time
Career Level
Entry Level
Education Level
High school or GED
