Relationship Banker 1 - 14th & Wilshire - Santa Monica, CA

U.S. Bancorp
Santa Monica
Workplace: OnsiteFull timeUSD 23.19 - 28.35Function: Banking, Lending & CreditExperience: 4-5 yearsEducation: high_schoolSkills: ["Relationship building","Client communication","Customer service","Interpersonal skills","Recommendation skills"]

Build and foster trusted relationships with consumer and business customers through proactive outreach, appointments, and digital-first engagement. Identify needs, recommend appropriate deposit and loan products, open accounts, process transactions, and support service requests. Maintain knowledge of retail banking products and policies, educate clients on emerging self-service digital tools, and collaborate with branch teams to deliver an accurate, consistent client experience while meeting operational excellence requirements including NMLS registration.

Loading

Loading job details...

Preparing the role view and application actions.

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

Relationship Banker 1 - 14th & Wilshire - Santa Monica, CA

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 4 hours agoStatus: Live

Job Summary

Build and foster trusted relationships with consumer and business customers through proactive outreach, appointments, and digital-first engagement. Identify needs, recommend appropriate deposit and loan products, open accounts, process transactions, and support service requests. Maintain knowledge of retail banking products and policies, educate clients on emerging self-service digital tools, and collaborate with branch teams to deliver an accurate, consistent client experience while meeting operational excellence requirements including NMLS registration.
Location: Santa Monica
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Build and foster client relationships via in-person, appointment, and virtual channels to provide counseling aligned with customer needs.
  • •Assess and engage clients, obtain and process customer and account information, and recommend deposit and loan solutions.
  • •Maintain knowledge of consumer and business banking products and services, including digital products and services.
  • •Provide a consistent client experience by greeting clients and processing basic transactions and service requests.
  • •Proactively educate clients on emerging and self-service digital products and services and complete account openings and credit applications.

Pay and Benefits

Salary: USD 23.19 - 28.35
Equity and Bonus:Equity
Perks:Health InsuranceDentalVisionLife Insurance401kRetirementPaid LeavePaid HolidaysParental Leave

Key Requirements

  • •High school diploma or equivalent.
  • •Typically 4–5 years of job-related retail banking experience or equivalent combination of experience and training.
  • •Build and foster relationships with clients through proactive outreach and follow up.
  • •Effective client engagement and communication.
  • •Ability to make appropriate recommendations that meet customer needs using a digital-first mindset.
Experience:4-5 yearsRetail bankingFinancial services
Education:High School
Skills:Relationship buildingClient communicationCustomer serviceInterpersonal skillsRecommendation skills
Licenses:NMLS registrationRegulation 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
WebsiteLinkedInGlassdoor