Relationship Banker 1 - Simi Valley Main - Simi Valley, CA (30 hrs)
U.S. Bank · Simi Valley, CA · 2 mo ago
Finance$23.19–$28.35/hrFull-time
About the role
Relationship Bankers at U.S. Bank build and foster relationships with customers through proactive outreach and follow up. They engage customers via multiple channels including in-person, by appointment, and virtually, providing the best possible counsel while adapting a digital-first mindset.
Responsibilities
- Build and foster relationships with clients through proactive outreach and follow up
- Engage and communicate with clients effectively
- Identify solutions for new and existing clients based on their needs
- Develop collaborative partnerships with branch team members and partners
- Open new consumer and business accounts, complete service requests, and submit credit applications
- Proactively educate clients on emerging and self-service digital products and services
- Leverage available resources and technologies to optimize the client experience
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
- Proven ability to build and foster relationships with clients
- Thorough knowledge of applicable bank and branch policies, procedures, and support systems
- Proven customer service and interpersonal skills
- Experience with using and demonstrating digital products and self-service technologies
- Demonstrated basic level of proficiency in making appropriate recommendations
Qualifications
- NMLS registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z
Skills
- Ability to explore and identify a customer’s true needs
- Leverage a digital first mindset
Benefits
- Healthcare (medical, dental, vision)
- Basic term and optional term life insurance
- Short-term and long-term disability
- 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 worked, up to 80 hours per calendar year unless otherwise provided by law