Senior Financial Services Liaison

1 week ago


Novato, California, United States U.S. Bank Full time

About U.S. Bank

At U.S. Bank, we strive to make a positive impact on the communities we serve. Our goal is to provide our customers with the best possible financial solutions and services, empowering them to achieve their goals.

Compensation Package

The estimated salary for this role is $85,000 - $110,000 per year, depending on experience and qualifications. Additionally, our comprehensive benefits package includes healthcare, basic life insurance, short-term and long-term disability, pregnancy disability and parental leave, 401(k) and employer-funded retirement plan, paid vacation, up to 11 paid holiday opportunities, adoption assistance, and sick and safe leave accruals.

Job Responsibilities

  • Client Relationships: Build and foster strong relationships with clients through proactive outreach and follow-up, asking questions to understand their financial needs and preferences.
  • Needs Assessment: Identify solutions for new and existing clients based on their needs by engaging and communicating effectively.
  • Product Knowledge: Maintain a working knowledge of consumer and business banking products and services, including digital offerings.
  • Client Experience: Provide a consistent optimal client experience, including greeting clients and processing transactions.
  • Collaboration: Develop collaborative partnerships with branch team members and partners to serve clients effectively.

Requirements and Qualifications

  • Education: High school diploma or equivalent required; typically 4-5 years of job-related, retail banking experience or a combination of experience and commensurate training.
  • Skills and Experience: Proven ability to build and foster relationships, effective communication, thorough knowledge of bank policies and procedures, retail products and services, customer service, and interpersonal skills.

We Value Diversity and Inclusion

U.S. Bank is an equal opportunity employer committed to creating a diverse workforce. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability, or veteran status.



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