Senior Relationship Banker - Zinfandel - Rancho Cordova, CA (38hrs)
$64,272–$78,541 year
On-siteRancho Cordova, California, United States
Job Summary
Greet clients in-person, by appointment, or virtually to provide counsel on banking needs, deposit and loan products, and digital self-service tools. Process transactions, open new consumer and business accounts, complete service requests, and submit credit applications while maintaining a digital-first mindset. Proactively educate clients on emerging technologies and recommend solutions based on their unique goals. Build and foster relationships through consistent outreach and follow-up to optimize the client experience with operational excellence. Requires National Mortgage Licensing System (NMLS) registration under the S.A.F.E. Act of 2008 and Regulation Z, including criminal background and credit checks. Pay range is $30.90 - $37.76.
Required Qualifications
- High school diploma or equivalent
- Five or more years of job-related, retail banking experience or a combination of experience and commensurate training
- 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
Desired Qualifications
- 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
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