Sr Relationship Banker - Montecito (38hrs)
About the role
At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever‑growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One.
Responsibilities
- Build relationships with customers via in‑person, appointment, and virtual channels, providing the best possible counsel while adapting a digital‑first mindset.
- Establish trust by assessing and attending to customers’ banking needs, obtaining and processing customer and account information.
- Demonstrate and educate clients on available deposit and loan products and services.
- Recommend solutions based on each customer’s unique goals and needs.
- Build and foster relationships through proactive outreach and follow‑up, asking questions about financial needs and channel preferences.
- Identify solutions for new and existing clients by effectively engaging and communicating.
- Maintain a working knowledge of consumer and business banking products and services, including digital products and services.
- Provide a consistent optimal client experience, including greeting clients and processing basic transactions.
- Develop collaborative partnerships with branch team members and partners to best serve clients.
- 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 to assist with meeting their financial needs.
- Leverage available resources and technologies to optimize the client experience and serve clients with operational excellence and accuracy.
Requirements
This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z. You will be subject to the required registration process, which includes a criminal background and credit check. Failure to meet or maintain any of the NMLS registration requirements, including maintaining a satisfactory criminal and credit record, may result in a rescission of your offer or termination of employment.
This role requires working from a U.S. Bank location for all scheduled work days.