Relationship Banker 2 - Mission Viejo, CA (36hrs)

About the role

Relationship Bankers build relationships with customers by meeting face to face and engaging them when and where they need to provide the best possible counsel. Strong client relationships are based on trust, assessing and attending to customers’ banking needs, obtaining and processing customer and account information, educating clients on available deposit and loan products and services, and recommending financial solutions based on each customer’s unique goals and needs. They are also responsible for originating and closing consumer loans, opening accounts, and opening and/or closing the branch.

Responsibilities

• Build and maintain strong client relationships through face-to-face interactions.
• Assess and attend to customers’ banking needs.
• Obtain and process customer and account information.
• Educate clients on available deposit and loan products and services.
• Recommend financial solutions tailored to each customer’s unique goals and needs.
• Originate and close consumer loans.
• Open and close accounts.
• Open and/or close the branch as needed.

Requirements

• National Mortgage Licensing Service (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z, including ongoing compliance with all legal or regulatory registration requirements (e.g., maintaining a satisfactory criminal and credit record).
• High school diploma or equivalent.
• Four to five or more years of job-related retail banking experience or a combination of experience and commensurate training.

Qualifications

• Passion, commitment, and drive to deliver an experience that improves our clients’ financial lives.
• Effective and confident client communication.
• Proven ability to learn and adapt to new information and technology platforms.
• Experience in financial services and knowledge of financial services industry, products, and solutions.
• Cash handling experience.
• Active listening and excellent problem-solving skills.
• Ability to teach customers how to use digital technology.
• Comprehensive knowledge of all applicable bank and branch policies, procedures, and support systems.

Location expectations

This role requires working from a U.S. Bank location for all scheduled work days.

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.

Pay

The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. Pay range: $27.22 - $33.26 per hour.