Senior Banker - Campbell, CA

U.S. Bank•Campbell, CA

13d•$33 - $40•Onsite

About The Position

The Senior Banker builds relationships with consumer and business banking clients through in-person, appointment-based, and virtual interactions, using a digital-first mindset to provide appropriate counsel. The role assesses customer needs, gathers and processes customer and account information, explains deposit and loan products and services, and recommends solutions aligned with each customer's goals. The banker provides an optimal client experience by greeting clients and processing basic transactions, opening consumer and business accounts, completing service requests, and submitting credit applications. The role includes proactive outreach and follow-up, educating clients about digital and self-service tools, maintaining knowledge of consumer and business banking products, and collaborating with branch team members and partners to serve clients accurately and operationally effectively. The position requires National Mortgage Licensing System (NMLS) registration under the S.A.F.E. Act of 2008 and Regulation Z. Registration includes a criminal background and credit check; failure to meet or maintain registration requirements may result in rescission of an offer or termination of employment. The role requires working from a U.S. Bank location on all scheduled work days.

Requirements

High school diploma or equivalent.
Typically five or more 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 applicable criminal background and credit check requirements.
Must 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 effectively engage and communicate with clients.
Advanced 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 customer needs while leveraging a digital-first mindset.
Demonstrated advanced 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 about clients' financial needs and banking channel preferences.
Identify and recommend solutions for new and existing clients by effectively engaging and communicating 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 partners to serve clients.
Open consumer and business accounts, complete service requests, and submit credit applications.
Educate clients about emerging digital products and self-service tools.
Use available resources and technologies to optimize the client experience and deliver operational excellence and accuracy.

Benefits

Healthcare, including medical, dental, and vision 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.