Relationship Banker 2 - Anaheim, CA (36hrs)

U.S. Bank•Anaheim, CA

10d•Onsite

About The Position

Relationship Bankers build relationships with customers through face-to-face meetings and engagement where and when customers need support. They assess customers’ banking needs, obtain and process customer and account information, explain deposit and loan products and services, and recommend financial solutions based on customers’ goals. They also originate and close consumer loans, open accounts, and open and/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, including a criminal background and credit check. This position works from a U.S. Bank location on all scheduled workdays.

Requirements

High school diploma or equivalent.
Typically, at least four to five 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 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.
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’ needs while applying a digital-first mindset.
Advanced proficiency in making appropriate recommendations that meet customer needs reactively and proactively.
Financial services industry experience preferred.

Responsibilities

Build and foster client relationships through proactive outreach and follow-up, identifying financial needs and preferred banking channels.
Identify and communicate solutions for new and existing clients based on their needs.
Maintain working knowledge of consumer and business banking products and services, including digital offerings.
Provide an optimal client experience, including greeting clients and processing basic transactions.
Develop collaborative partnerships with branch team members and other partners to serve clients.
Open new consumer and business accounts, complete service requests, and submit credit applications.
Educate clients about digital and self-service products and services.
Use available resources and technologies to optimize the client experience and provide accurate, operationally excellent service.
Originate and close consumer loans, and open and/or close the branch.

Benefits

Healthcare, including medical, dental, and vision coverage.
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 of 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.