Float Relationship Banker - San Francisco, CA
$60.49k - $73.92kU.S. Bank
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.
Job Description
This role is available at multiple locations and multiple levels - open to candidates with job-related, retail banking experience or a combination of experience and commensurate training. The successful candidate will be hired for the level of the position that aligns with their skills and/or experience. Please note that the salary range provided corresponds to the lowest level of the position posted.
Relationship Bankers build relationships with customers by meeting face to face and engaging them when and where they need to provide the best possible counsel. Strong client relationships are based on trust, assessing and attending to customers’ banking needs, obtaining and processing customer and account information, educating clients on available deposit and loan products and services, and recommending financial solutions based on each customer’s unique goals and needs. They are also responsible for originating and closing consumer loans, opening accounts, and opening and/or closing the branch.
- Builds and fosters relationships with clients through proactive outreach and follow up, asking questions and learning about their financial needs, and banking channel preferences.
- Identifies solutions for new and existing clients based on their needs by effectively engaging and communicating with clients.
- Maintains a working knowledge of consumer and business banking products and services including digital products and services.
- Provides a consistent optimal client experience, including greeting clients and processing basic transactions.
- Develops collaborative partnerships with branch team members and partners to best serve clients.
- Opens new consumer and business accounts, completes service requests and submits credit applications.
- Proactively educates clients on emerging and self-service digital products and services to assist with meeting their financial needs.
- Leverages available resources and technologies to optimize the client experience and serve our clients with operational excellence and accuracy.
This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z. You will be subject to the required registration process, which includes a criminal background and credit check. Failure to meet or maintain any of the NMLS registration requirements, including maintaining a satisfactory criminal and credit record, may result in a rescission of your offer or termination of employment.
Relationship Banker 2
Basic Qualifications
- High school diploma or equivalent
- Typically has a minimum four to five years of job-related, retail banking experience or a combination of experience and commensurate training
Preferred Skills/Experience
- Proven ability to build and foster relationships with clients through proactive outreach and follow up
- Ability to effectively engage and communicate with clients
- Thorough knowledge of applicable bank and branch policies, procedures and support systems
- Thorough knowledge of all retail products and services
- Proven customer service and interpersonal skills
- Experience in participating in sales campaigns/promotions
- Experience with using and demonstrating digital products and self-service technologies
- Ability to explore and identify a customer’s true needs while leveraging a digital first mindset
- Demonstrated advanced level of proficiency in making appropriate recommendations that meet customer’s needs both reactively and proactively
- Experience in the financial services industry preferred
Location Expectations
This role requires working from a U.S. Bank location for all scheduled work days.
Senior Relationship Banker
Basic Qualifications
- High school diploma or equivalent
- Typically has five or more years of job-related, retail banking experience or a combination of experience and commensurate training
Preferred Skills/Experience
- Proven ability to build and foster relationships with clients through proactive outreach and follow up
- Ability to effectively engage and communicate with clients
- Advanced knowledge of applicable bank and branch policies, procedures and support systems
- Thorough knowledge of all retail products and services
- Proven customer service and interpersonal skills
- Experience in participating in sales campaigns/promotions
- Experience with using and demonstrating digital products and self-service technologies
- Ability to explore and identify a customer’s true needs while leveraging a digital first mindset
- Demonstrated advanced level of proficiency in making appropriate recommendations that meet customer’s needs both reactively and proactively
- Experience in the financial services industry preferred
Location Expectations
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.
Benefits:
Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following:
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 here .
U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.
E-Verify
U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program.
The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $29.08 - 35.54U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.
Posting may be closed earlier due to high volume of applicants.
$37.56 - $45.9 per hour
...$500K and $2.5 million. Actively deepens existing customer relationships through routine calling and develops new relationship opportunities... ...Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts...SuggestedTemporary workWork experience placementLocal area$175k - $250k
Commercial Banking Relationship Manager - San Francisco, Walnut Creek, San Jose, CA Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships...SuggestedWork experience placementWork at officeLocal areaFlexible hours$190k - $211k
Private Banking Relationship Manager - San Francisco, CA Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our clients and with...SuggestedWork experience placementWork at officeLocal areaFlexible hours$25 - $26.77 per hour
...risk culture and strives for operational excellence Builds relationships with clients to meet financial needs Follows established... ...Hours Per Week: 40 Pay Transparency details US - CA - San Francisco - 1640 Van Ness Ave - VAN NESS FINANCIAL CENTER (CA5127), US...SuggestedHourly payWork at officeFlexible hoursShift workWeekend workDay shift$106k
Associate, Strategic Finance - Corporate job at Uber San Francisco, CA. This is a hybrid role (50% in office) and you must be located in, or willing to relocate to, San Francisco. About the Role As part of the Corporate Finance team, you will help analyze our global business...SuggestedWork at officeRelocation$105k
Strategic Finance Associate job at Chime. San Francisco, CA. About the Role Join Chime’s Growth & Marketing Finance team as a Strategic Finance Associate, where you will support the Marketing function by driving expense forecasting, budgeting, and strategic initiatives...Full timeWork at officeLocal areaRemote workNight shift$109.12k - $163.68k
Associate Banker SAFE Act LO - C12 San Francisco, CA. The Associate Banker SAFE Act LO is a seasoned professional role that applies in-depth disciplinary... ...to incoming employees at target firms. Cultivate relationships with firm employees, source leads and referrals to generate...Full time- ...Relationship BankerAt Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed... ..., and embracing diversity and inclusion. As a Relationship Banker in a Chase Branch, you will represent our brand and culture with...Immediate startAfternoon shift
$47.84k - $64.48k
...Fargo is seeking an Associate Personal Banker (SAFE) to join our National Branch. In this frontline role, you will build relationships with customers by supporting everyday banking... ...Posting Location(s): ~3027 16th St. San Francisco, CA 94103 ~2300 16th St. San Francisco,...Full timePart timeWork experience placementMonday to FridayFlexible hours$130k - $145k
...develop and leverage internal and external relationships to efficiently guide all transactions... ...position is based in our office in San Francisco and will follow a hybrid schedule which... ....com to request assistance.SummaryLocation: San Francisco, CA, USAType: Full timeFull timePart timeLocal areaRemote work$119k
...qualified applicants with criminal histories in a manner consistent with the requirements of state and local laws, including the San Francisco Fair Chance Ordinance, Cook County Ordinance, NYC Fair Chance Act, and the LA City Fair Chance Ordinance, and consistent with...Full timeWork at officeLocal areaRemote workNight shift$140k - $200k
Investment Associate Location: San Francisco, CA (On-site) Compensation: $140k - $200k Type: Full-time Visa Sponsorship: Not available (... ...the firm’s long-term investment strategy Build and maintain relationships with VCs, PE firms, founders, and other deal sources...Full timeWork at officeFlexible hours- WIND Ventures is located in San Francisco, CA and is the strategic venture capital arm for COPEC - a leading energy, e-mobility and retail... ...to portfolio company governance, strategy, and managing relationships with co-investors and company management. The role will be...Full time
$228k - $266k
...role requires an in‑office presence 1‑2 days a week in our San Francisco, CA office. To join our team, you should be excited to: Ecosystem... ...delivered in a first‑class way. Use data, software, and relationships to drive volume and signal in collaboration with both...Work at office2 days per week1 day per week$150k - $160k
...an experienced Associate (1st or 2nd year) to join our team in San Francisco. Associates serve as critical members of the team. You will... ...with analysts and other associates, as well as assisting senior bankers. The Associate will be given significant responsibility in transaction...Immediate startMonday to Friday$29.08 - $35.54 per hour
...stage of your career. Try new things, learn new skills and discover what you excel atall from Day One. Job Description Client Relationship Consultants build relationships with customers, engaging them via multiple channels including in-person, by appointment, and...$200k - $300k
...BankerApplyremote type: Hybridlocations: San Francisco California United Statestime type: Full... ...Todayjob requisition id: 26967523The Banker SAFE Act is a strategic professional who... ...regarding financial matters.* Build relationships with client families that cross generations...Full time- ...The Bank provides commercial mortgage and relationship banking services in Boston, Nantucket, Washington, D.C. and the San Francisco Bay Area. Publicly-traded but family-run since... ...on a flat corporate structure and our bankers are entrusted with considerable responsibility...Remote work
$250k
## Managing Director, Private Banker, Downtown San FranciscoApplylocations: San Francisco California United Statestime type: Full timeposted on: Posted Todayjob... ...long-term solutions that strengthen client relationships with the firm.* Help clients achieve broad financial...Full time$250k
...advice regarding financial matters. Build relationships with client families that cross generations to... ...Private Client Coverage Job Family Private Banker Time Type Full time Primary Location San Francisco, California, United States Salary Range $...Full time$80k - $100k
Private Banker, PBO - 101 California Street At Citizens Private Bank, as a Private Banker, you will have the opportunity to work in... ...the bank” with net new prospects. Maintain and deepen client relationships acting as a trusted advisor. Manage relationships in partnership...Work at officeLocal areaFlexible hours- ...and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong... ...tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a...Immediate startAfternoon shift
- ...learn foundational advisory skills, acquire and manage client relationships, and guide clients with advice and solutions to help them... .... Job function Consulting, Information Technology, and Sales - Banking. Location San Francisco, CA. #J-18808-Ljbffr Bank of AmericaFull timeInternshipWork at officeImmediate startRelocationMonday to FridayShift workDay shift
$80k - $120k
Financial Advisor - San Francisco Federal Credit Union An investment program partnership between... ...position, located in San Francisco, CA, allows you to join the investment... ...to grow your book of business, deepen relationships, and deliver tailored financial solutions...$28.85 - $33.65 per hour
...an advisor - from acquiring, building and managing client relationships to considering a client's complex financial picture and guiding... ...America) Hours Per Week 40 Pay Transparency Details US - CA - San Francisco - 1640 Van Ness Ave - VAN NESS FINANCIAL CENTER (CA5127)...Hourly payWork at officeImmediate startMonday to FridayShift workDay shift- A boutique staffing firm is seeking a Senior Wealth Management Advisor based in San Francisco, CA. This full-time hybrid role involves providing financial planning, investment strategies, and retirement planning services to clients. Candidates should have a Bachelor's degree...Full time
- Audacious Ventures: Investor Role 2025 Location : San Francisco Opportunity Audacious is expanding the investment team. This hire will be primarily responsible for helping us with deal sourcing. Ultimately, we’re in the business of finding outlier founders. Accordingly...Full time
- ...engineering, AI model training or cybersecurity You live in San Francisco or are excited to move there We don’t necessarily need... ...re a good fit, please apply! Benefits Opportunity to build relationships with leaders in AI, AI security, startups, VC, etc. Competitive...Live in
- ...product, pre‑revenue, and pre‑seed/seed rounds. Build trusted relationships with first‑time and repeat founders, accelerators (YC,... ...French or Spanish is a plus. Network or prior experience in San Francisco, New York, Austin, or Miami is strongly preferred. Compensation...
- MFV Partners is an early-stage Deep Tech VC fund based in the San Francisco Bay Area. At MFV, we back promising deep tech founders across areas like Quantum Computing, Robotics & Automation, AI Infrastructure, EV/Battery/Energy, Health devices, and Computational Chemistry...Full time
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Float Relationship Banker - San Francisco, CA. Be the first to apply!


