Float Relationship Banker - San Francisco, CA
- Compensation
- Not disclosed
- Location
- San Francisco, CA
- Work setup
- Not specified
- Seniority
- Not specified
- Employment
- Not specified
- Experience
- Not specified
- Category
- Finance
- Posted
Must have
- - High school diploma or equivalent
- - Typically has a minimum four to five years of job-related, retail banking experience or a combination of experience and commensurate training
- - High school diploma or equivalent
- - Typically has five or more years of job-related, retail banking experience or a combination of experience and commensurate training
Nice to have
- - Proven ability to build and foster relationships with clients through proactive outreach and follow up
- - Ability to effectively engage and communicate with clients
- - Thorough knowledge of applicable bank and branch policies, procedures and support systems
- - Thorough knowledge of all retail products and services
- - Proven customer service and interpersonal skills
- - Experience in participating in sales campaigns/promotions
- - Experience with using and demonstrating digital products and self-service technologies
- - Ability to explore and identify a customer’s true needs while leveraging a digital first mindset
- - Demonstrated advanced level of proficiency in making appropriate recommendations that meet customer’s needs both reactively and proactively
- - Experience in the financial services industry preferred
- Location Expectations
- This role requires working from a U.S. Bank location for all scheduled work days.
- Senior Relationship Banker
- - Proven ability to build and foster relationships with clients 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 all retail products and services
- - Proven customer service and interpersonal skills
- - Experience in participating in sales campaigns/promotions
- - Experience with using and demonstrating digital products and self-service technologies
- - Ability to explore and identify a customer’s true needs while leveraging a digital first mindset
- - Demonstrated advanced level of proficiency in making appropriate recommendations that meet customer’s needs both reactively and proactively
- - Experience in the financial services industry preferred
- Location Expectations
- This role requires working from a U.S. Bank location for all scheduled work days.
- If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.
Full description
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.
Job Description
This role is available at multiple locations and multiple levels - open to candidates with job-related, retail banking experience or a combination of experience and commensurate training. The successful candidate will be hired for the level of the position that aligns with their skills and/or experience. Please note that the salary range provided corresponds to the lowest level of the position posted.
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.
- Builds and fosters relationships with clients through proactive outreach and follow up, asking questions and learning about their financial needs, and banking channel preferences.
- Identifies solutions for new and existing clients based on their needs by effectively engaging and communicating with clients.
- Maintains a working knowledge of consumer and business banking products and services including digital products and services.
- Provides a consistent optimal client experience, including greeting clients and processing basic transactions.
- Develops collaborative partnerships with branch team members and partners to best serve clients.
- Opens new consumer and business accounts, completes service requests and submits credit applications.
- Proactively educates clients on emerging and self-service digital products and services to assist with meeting their financial needs.
- Leverages available resources and technologies to optimize the client experience and serve our clients with operational excellence and accuracy.
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.