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U.S. Bank

Relationship Banker – Multi-Level

U.S. Bank

. Build and foster relationships with clients through proactive outreach and follow-up .

Posted 11/6/2026full-timeSan Diego • California • United StatesJuniorMid-Level💰 $22 - $24 per hourWebsite

Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in building client relationships and providing tailored financial solutions, with a strong understanding of retail banking products and services. Proficient in utilizing digital technologies to enhance customer experience and operational efficiency.

Highest-signal resume keywords
Retail Banking ExperienceClient Relationship ManagementNational Mortgage Licensing System (NMLS) RegistrationDigital Product EducationCash Handling Experience

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills
Consumer Loan OriginationAccount Opening and ClosingCustomer Needs AssessmentFinancial Product RecommendationsService Request Completion
Soft Skills
Active ListeningProblem-SolvingInterpersonal SkillsEffective CommunicationCustomer Service
Tools & Technologies
Self-Service TechnologiesDigital Banking Products
Certifications & Qualifications
NMLS Registration
Industry Keywords
Retail BankingFinancial ServicesBank Policies and Procedures

About the role

Key responsibilities & impact
  • Build and foster relationships with clients through proactive outreach and follow-up
  • Meet clients face to face and engage them through in-person, appointment, and virtual channels
  • Assess customers’ banking needs and process customer and account information
  • Educate clients about deposit and loan products and services
  • Recommend financial solutions based on customers’ goals and needs
  • Originate and close consumer loans
  • Open and close accounts and branches as required
  • Greet clients and process basic transactions
  • Complete service requests and submit credit applications
  • Develop collaborative partnerships with branch team members and partners
  • Educate clients on emerging and self-service digital products
  • Leverage resources and technology to optimize client experience and operational accuracy

Requirements

What you’ll need
  • High school diploma or equivalent
  • Relationship Banker 1: typically less than four years of job-related, retail banking experience or a combination of experience and commensurate training
  • Relationship Banker 2: typically a minimum four to five years of job-related, retail banking experience or a combination of experience and commensurate training
  • Senior Relationship Banker: typically 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
  • Required registration process includes a criminal background and credit check
  • Ability to work from a U.S. Bank location for all scheduled work days
  • Willingness to work in other nearby locations on occasion
  • Ability to build and foster client relationships through proactive outreach and follow-up
  • Ability to effectively engage and communicate with clients
  • Knowledge of bank and branch policies, procedures and support systems
  • Knowledge of retail banking products and services
  • Customer service and interpersonal skills
  • Experience using and demonstrating digital products and self-service technologies
  • Ability to identify customer needs and make appropriate recommendations
  • Experience in financial services, where specified as preferred
  • Cash handling experience
  • Active listening and problem-solving skills
  • Ability to teach customers how to use digital technology

Benefits

Comp & perks
  • Healthcare (medical, dental, vision)
  • Basic term and optional term life insurance
  • Short-term and long-term disability
  • Pregnancy disability and parental leave
  • 401(k) and employer-funded retirement plan
  • Paid vacation (from two to five weeks depending on salary grade and tenure)
  • Up to 11 paid holiday opportunities
  • Adoption assistance
  • Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
  • Incentive and recognition programs
  • Equity stock purchase
  • 401(k) contribution and pension