Senior Relationship Banker - San Ramon, CA

U.S. Bancorp
San Ramon
Workplace: OnsiteFull timeUSD 33.06 - 40.4Function: Banking, Lending & CreditEducation: high_schoolSkills: ["Customer service","Interpersonal skills","Relationship building","Communication","Sales support"]

Build and foster trusted relationships with consumer and business customers through proactive outreach and follow-up via in-person, appointment, and virtual channels. Assess customer needs, recommend deposit and loan products, and provide a consistent client experience including basic transactions. Open new accounts, complete service requests, and submit credit applications while educating customers on digital and self-service banking tools and partnering with branch teams to deliver operational excellence.

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FursaFursa
U.S. Bancorp
U.S. Bancorp
4 days ago

Senior Relationship Banker - San Ramon, CA

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Canonical indexed version, validated from employer's careers page.

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

Job Summary

Build and foster trusted relationships with consumer and business customers through proactive outreach and follow-up via in-person, appointment, and virtual channels. Assess customer needs, recommend deposit and loan products, and provide a consistent client experience including basic transactions. Open new accounts, complete service requests, and submit credit applications while educating customers on digital and self-service banking tools and partnering with branch teams to deliver operational excellence.
Location: San Ramon
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Engage customers via in-person, by appointment, and virtually to provide counsel while using a digital-first mindset.
  • •Assess and attend to customer banking needs by obtaining and processing account information and making appropriate product recommendations.
  • •Maintain working knowledge of consumer and business banking products and services, including digital products.
  • •Provide a consistent optimal client experience, including greeting clients and processing basic transactions.
  • •Open new consumer and business accounts, complete service requests, submit credit applications, and educate customers on emerging digital and self-service products.

Pay and Benefits

Salary: USD 33.06 - 40.4
Equity and Bonus:Equity
Perks:Health InsuranceDentalVisionLife InsuranceLong-term Disability401kRetirementPaid LeaveParental LeaveAdoption Assistance

Key Requirements

  • •High school diploma or equivalent.
  • •Typically 5+ years of job-related retail banking experience (or a combination of experience and commensurate training).
  • •Ability to build and foster relationships with clients through proactive outreach and follow-up.
  • •Ability to effectively engage and communicate with clients.
  • •Ability to obtain and maintain NMLS registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z, including required background and credit checks.
Education:High School
Skills:Customer serviceInterpersonal skillsRelationship buildingCommunicationSales support
Licenses:NMLS registration (S.A.F.E. Act)
Tech Stack:NMLSDigital productsSelf-service technologies

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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