Relationship Banker I - Sonoma, CA

U.S. Bancorp
California
Workplace: OnsiteFull timeUSD 23,190 - 28,350 annuallyFunction: Banking, Lending & CreditEducation: high_schoolSkills: ["Relationship-building","Customer service","Interpersonal skills","Communication","Recommendation making"]

Build trusted relationships with customers through proactive outreach and consistent follow-up across in-person, appointment, and virtual channels. Assess customer needs, open consumer and business accounts, process requests, and support credit applications while maintaining a strong understanding of deposit and loan products, including digital and self-service options. Deliver an optimal client experience, collaborate with branch teams, and help customers with emerging digital tools, supported by operational excellence and accuracy.

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FursaFursa
U.S. Bancorp
U.S. Bancorp
2 days ago

Relationship Banker I - Sonoma, CA

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Source: Company careers pageValidated by: Fursa AI
Last checked: 3 hours agoStatus: Live

Job Summary

Build trusted relationships with customers through proactive outreach and consistent follow-up across in-person, appointment, and virtual channels. Assess customer needs, open consumer and business accounts, process requests, and support credit applications while maintaining a strong understanding of deposit and loan products, including digital and self-service options. Deliver an optimal client experience, collaborate with branch teams, and help customers with emerging digital tools, supported by operational excellence and accuracy.
Location: California
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Entry level

Key Responsibilities

  • •Build and foster client relationships through proactive outreach, follow up, and effective communication across banking channels.
  • •Assess customer needs and recommend suitable deposit and loan solutions based on goals, leveraging a digital-first mindset.
  • •Maintain working knowledge of consumer and business banking products, including digital and self-service services.
  • •Provide a consistent client experience by greeting customers and processing basic transactions accurately.
  • •Open new consumer and business accounts, complete service requests, and submit credit applications while educating customers on emerging digital tools.

Pay and Benefits

Salary: USD 23,190 - 28,350 annually
Perks:Health InsuranceDentalVisionLife InsuranceDisabilityParental Leave401kPaid LeaveAdoption AssistancePaid Holidays

Key Requirements

  • •High school diploma or equivalent.
  • •Typically less than four years of job-related retail banking experience or a combination of experience and commensurate training.
  • •Must complete NMLS registration under the S.A.F.E. Act of 2008 and Regulation Z, including a criminal background and credit check.
  • •Proven ability to build and foster relationships with clients through proactive outreach and follow up.
  • •Experience using and demonstrating digital products and self-service technologies.
Experience:Retail bankingFinancial services
Education:High School
Skills:Relationship-buildingCustomer serviceInterpersonal skillsCommunicationRecommendation making
Licenses:National Mortgage Licensing System (NMLS)
Certifications:NMLS registration

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
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