Relationship Banker 2 - Buena Park, CA (20hrs)

U.S. Bank•Buena Park, CA

5d•$27 - $33•Onsite

About The Position

Relationship Bankers build face-to-face relationships with customers and provide counsel based on their banking needs and preferred banking channels. They assess customer needs, obtain and process customer and account information, educate clients about deposit and loan products and services, and recommend financial solutions suited to individual goals. The role also includes originating and closing consumer loans, opening accounts, and opening and/or closing the branch. The Relationship Banker provides an optimal client experience through outreach and follow-up, effective communication, basic transactions, account services, and education about digital and self-service options. The role requires knowledge of consumer and business banking products, collaboration with branch colleagues, and accurate use of available resources and technologies. NMLS registration is required under the S.A.F.E. Act of 2008 and Regulation Z; registration involves criminal background and credit checks, and failure to meet or maintain registration requirements may result in withdrawal of an offer or termination. This position requires working from a U.S. Bank location on 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.
NMLS registration under the S.A.F.E. Act of 2008 and Regulation Z, including required criminal background and credit checks.
Ability to work from a U.S. Bank location for all scheduled work days.

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’ true needs while maintaining a digital-first mindset.
Basic 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, learning about financial needs and banking channel preferences.
Identify solutions for new and existing clients by engaging and communicating effectively.
Maintain working knowledge of consumer and business banking products and services, including digital offerings.
Provide a consistent client experience, including greeting clients and processing basic transactions.
Develop collaborative partnerships with branch team members and 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 perform work accurately and operationally effectively.
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 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 and 401(k) contribution.
Pension, subject to eligibility requirements.