Relationship Banker 2 - Anaheim, CA (36hrs)

U.S. Bank•Anaheim, CA

11d•$27 - $37•Onsite

About The Position

Relationship Bankers build relationships with customers through face-to-face conversations and proactive engagement, assessing and addressing banking needs, obtaining and processing customer and account information, and educating clients about deposit and loan products and services. They recommend financial solutions tailored to customers’ goals, originate and close consumer loans, open accounts, and may open or close the branch. This role 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 position requires working from a U.S. Bank location for all scheduled work days.

Requirements

High school diploma or equivalent.
Typically, a minimum of four to five years of job-related retail banking experience, or a combination of experience and commensurate training.
NMLS registration under the S.A.F.E. Act of 2008 and Regulation Z, including successful completion of the required criminal background and credit check.

Nice To Haves

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

Responsibilities

Build and foster client relationships through proactive outreach and follow-up, learning about 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, optimal client experience, including greeting clients and processing basic transactions.
Develop collaborative partnerships with branch team members and partners to best serve clients.
Open new consumer and business accounts, complete service requests, and submit credit applications.
Educate clients on emerging and self-service digital products and services to help meet their financial needs.
Use available resources and technologies to optimize the client experience and provide operationally excellent, accurate service.
Originate and close consumer loans, and open and/or close the branch.

Benefits

Medical, dental, and vision healthcare coverage.
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.
Pension.