Premier Relationship Banker - Laguna Hills, CA

At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career.

Try new things, learn new skills and discover what you excel at—all from Day One.

The Premier Relationship Banker completes all duties of a Relationship Banker; building relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually to provide the best possible counsel while adapting a digital first mindset. Strong client relationships are based on trust, assessing and attending to customers’ banking needs, obtaining and processing customer and account information, demonstrating and educating clients on available deposit and loan products and services, and recommending solutions based on each customer’s unique goals and needs.

Premier Relationship Bankers are also responsible for originating and closing consumer loans, opening accounts, providing digital banking solutions, and opening and/or closing the branch. In addition to the Relationship Banker duties, Premier Relationship Bankers hold FINRA registrations in order to refer clients to registered representatives in partnership with wealth management teams. No direct investment sales are made by the Premier Relationship Banker.

Premier Relationship Bankers must actively maintain FINRA registrations to meet defined referral client and wealth management introductions.

Position requires the FINRA SIE, Series 6 (or Series
7) and Series 63 (or Series 66) registrations. Position is defined as a referral only registered representative.

• National Mortgage Licensing Service (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z and ongoing compliance with all legal or regulatory registration requirements, including, but not limited to maintaining a satisfactory criminal and credit record
• Securities Industry Essentials (SIE), Series 6, and Series 63
• High school diploma or equivalent
• Five or more years of job related, retail banking experience or a combination of experience and commensurate training
• Hire is contingent upon an approved FINRA background check

• Passion, commitment and drive to deliver an experience that improves our clients’ financial lives
• Effective and confident client communication
• Proven ability to learn and adapt to new information and technology platforms
• Experience in financial services and knowledge of financial services industry, products and solutions
• Active listening and excellent problem-solving skills
• Ability to teach customers how to use digital technology

This role requires working from a U.S. Bank location for all scheduled work days. If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.

• 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
• Review our full benefits available by employment status…