Senior Relationship Banker - Millbrae, CA

U.S. Bancorp
United States
Workplace: OnsiteFull timeUSD 33.06 - 40.4Function: Banking, Lending & CreditExperience: 5+ yearsEducation: high_schoolSkills: ["Relationship building","Customer service","Interpersonal skills","Communication","Recommendation making"]

Build trusted relationships with customers through proactive outreach and consultative conversations across in-person, appointment, and virtual channels. Assess banking needs, maintain knowledge of consumer and business products, and recommend deposit and loan solutions aligned to each customer’s goals. Help process transactions and service requests, open accounts, and submit credit applications, while educating customers on digital and self-service tools to deliver an excellent client experience.

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FursaFursa
U.S. Bancorp
U.S. Bancorp
5 days ago

Senior Relationship Banker - Millbrae, CA

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Source: Company careers pageValidated by: Fursa AI
Last checked: 2 days agoStatus: Live

Job Summary

Build trusted relationships with customers through proactive outreach and consultative conversations across in-person, appointment, and virtual channels. Assess banking needs, maintain knowledge of consumer and business products, and recommend deposit and loan solutions aligned to each customer’s goals. Help process transactions and service requests, open accounts, and submit credit applications, while educating customers on digital and self-service tools to deliver an excellent client experience.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Build and foster relationships with clients via proactive outreach and follow up, adapting to a digital-first mindset.
  • •Assess customer needs by engaging and communicating effectively, and maintain knowledge of consumer and business banking products and services.
  • •Provide an optimal client experience by greeting clients and processing basic transactions.
  • •Open new consumer and business accounts, complete service requests, and submit credit applications.
  • •Educate clients on emerging and self-service digital products to help meet their financial needs and support operational excellence.

Pay and Benefits

Salary: USD 33.06 - 40.4
Perks:Health InsuranceDentalVision401kPaid LeaveLife InsuranceAdoption Assistance

Key Requirements

  • •High school diploma or equivalent.
  • •Typically five or more years of job-related retail banking experience (or a combination of experience and training).
  • •Must complete NMLS registration requirements under the S.A.F.E. Act of 2008 and Regulation Z, including passing required background and credit checks.
  • •Proven ability to build and foster client relationships through proactive outreach and follow up.
  • •Thorough knowledge of retail banking products and services, including demonstrated ability to use and demonstrate digital products and self-service technologies.
Experience:5+ yearsRetail bankingFinancial services
Education:High School
Skills:Relationship buildingCustomer serviceInterpersonal skillsCommunicationRecommendation making
Certifications:NMLS registration (S.A.F.E. Act, Regulation Z)
Tech Stack:NMLSDigital productsSelf-service technologiesRegulation Z

Company Brief

U.S. Bancorp
U.S. Bancorp is the parent company of U.S. Bank, providing consumer, business, and institutional banking services including lending, payments, treasury management, wealth management, and merchant solutions across the United States.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Minneapolis, United States
Founded: 1863
Glassdoor
Glassdoor: 3.8
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