Relationship Banker (Multi-level) - Fresno/Clovis, CA (32hrs - 40hrs)
$45,094–$55,120 year
On-siteFresno, California, United States or Clovis, California, United States
Job Summary
Build and foster relationships with clients through proactive outreach and follow-up via in-person, appointment, and virtual channels. Assess banking needs, obtain account information, and demonstrate available deposit and loan products while recommending solutions based on unique goals. Maintain working knowledge of consumer and business banking products, including digital services, and provide consistent optimal client experiences by greeting clients and processing transactions. Open new accounts, complete service requests, and submit credit applications while leveraging resources to optimize the client experience with operational excellence.
Required Qualifications
- High school diploma or equivalent
- National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z
- Ability to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies
- Must be able to pass a criminal background and credit check
- Must maintain a satisfactory criminal and credit record
Desired Qualifications
- Experience in the financial services industry
- 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
- Proven customer service and interpersonal skills
- 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 basic level of proficiency in making appropriate recommendations that meet customer's needs both reactively and proactively
- Experience in participating in sales campaigns/promotions
- Demonstrated advanced level of proficiency in making appropriate recommendations that meet customer's needs both reactively and proactively
- Advanced knowledge of applicable bank and branch policies, procedures and support systems
- Thorough knowledge of all retail products and services
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