Float Senior Relationship Banker - Santa Clarita, CA

U.S. Bank•Santa Clarita, CA

22h•Onsite

About The Position

U.S. Bank is hiring a Float Senior Relationship Banker to build relationships with customers through face-to-face engagement and provide banking guidance based on their needs. The role involves assessing customer financial needs, obtaining and processing customer and account information, educating customers about deposit and loan products and services, and recommending financial solutions. The banker also originates and closes consumer loans, opens accounts, and may open or close the branch. The position requires National Mortgage Licensing System (NMLS) registration under the S.A.F.E. Act of 2008 and Regulation Z. The registration process includes criminal background and credit checks. Failure to meet or maintain NMLS requirements may result in rescission of an offer or termination of employment. This role requires working from a U.S. Bank location on all scheduled workdays.

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 National Mortgage Licensing System (NMLS) registration under the S.A.F.E. Act of 2008 and Regulation Z, including meeting applicable criminal background and credit requirements.
Work from a U.S. Bank location for all scheduled workdays.

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.
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 customers’ underlying needs while using a digital-first mindset.
Advanced proficiency in making appropriate recommendations that meet customer needs reactively and proactively.
Experience in the financial services industry preferred.

Responsibilities

Build and foster client relationships through proactive outreach and follow-up, learning about customers’ 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 client experience, including greeting clients and processing basic transactions.
Develop collaborative partnerships with branch team members and partners to serve clients.
Open new 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 deliver operational excellence and accuracy.
Originate and close consumer loans, and open and/or close the branch.

Benefits

Healthcare benefits, 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, 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 program.
401(k) contribution and pension, subject to eligibility requirements.