A who’s who at your local bank

Meet the professionals ready to help you navigate your financial questions and explore valuable resources you can leverage along the way.

For some, in-person banking doesn’t extend past the ATM. But there’s so much more available when you get to know all the faces at your local bank. U.S. Bank has many professionals with knowledge and resources to share. Whether you need cash, are interested in taking out a loan or simply want assistance mapping out your financial goals, there’s someone at your local branch to help. Here are just a few of the friendly faces you can count on.

 

Teller

Even if you haven’t explored all your bank has to offer, chances are you’ve interacted with a teller. They’re usually the person who you’ll work with when you make a transaction like a deposit, withdrawal or payment. At U.S. Bank, your teller can inform you about products and services that might be a fit for your needs, and they’re well versed in how to use digital tools like the U.S. Bank Mobile App. They can also provide certified checks and money orders at your request, transfer cash to foreign currency and prepare savings bonds. If you ever have a question about where to find a certain resource or need help but aren’t sure where to go, your teller will be happy to lead you in the right direction.

 

Client Relationship Consultant or Personal Banker

The client relationship consultant (also known as a personal banker) is there to get to know you and your financial priorities. They can help you identify the best banking products based on your unique goals and needs. Whether you’re looking for the right kind of account to help you meet your savings goals, a loan to start a new business or help with an existing account, the client relationship consultant can assist you. They’ll get to know you and your banking preferences, and can be your go-to contact at the bank.

 

Wealth Management Professional

Wealth professionals wear many hats within the bank. These include wealth planning, investments, estate planning, trust administration, wealth management banking, insurance and other specialty services.1

Whatever your situation may be, a wealth professional will be interested in your specific needs, lifestyle and goals. They’ll listen to your values and help you make a plan that aligns with this. For example, if you wanted to retire in 20 years, your wealth professional – surrounded with a team of specialists – could help pinpoint the amount of money you would want to save, which types of accounts make the most sense and which types of insurance to choose. They can also meet with you to map out a long-term wealth strategy with minimal risk and talk about steps to take along the way to stay on track.

Different levels of support are available, depending on your income and assets. Through our affiliate, U.S. Bancorp Investments, any investor can use the U.S. Bancorp Investments Wealth Management Advisory Center for basic guidance from a financial advisor.

 

Mortgage Loan Officer

If you’re purchasing a home, you’ll likely work with a mortgage loan officer. This person will walk you through the homebuying process so you’re aware of what to expect from start to finish. If you’re a first-time homebuyer, this can be especially helpful. They’ll assist you with the loan application process and help you choose the right type of loan and terms for your situation. From collecting and verifying financial documents, to big picture discussions, the mortgage loan officer is in your corner during the journey to homeownership.

 

Business Banking Professional


If you’re looking for specialized help for your business, you can find people who have deep knowledge in business banking at your local branch too.

Whether you’re just starting out or looking to grow your business, a business banker will get to know you and your business so they can help you identify financial products that are best suited for your needs. These include business loans, business checking accounts, merchant services, business credit cards, or payroll services, just to name a few.  

Online banking and the U.S. Bank Mobile App are great resources for easy access and convenience. But when it comes to step-by-step guidance and personalized service, be sure to stop by your local bank branch. Get specific questions answered by your teller, get to know your client relationship consultant and explore the many in-person resources available to make the most of your banking experience.

 

Need some professional advice on how to pick the right savings or checking account? Read more about the different financial tools available to you.

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Disclosures

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Investment products and services are:
Not a deposit • Not FDIC insured • May lose value • Not bank guaranteed • Not insured by any federal government agency

U.S. Wealth Management – U.S. Bank is a marketing logo for U.S. Bank.

U.S. Bank is not responsible for and does not guarantee the products, services or performance of U.S. Bancorp Investments, Inc.

U.S. Bank does not offer insurance products. Insurance products are available through our affiliate U.S. Bancorp Investments.

U.S. Bank and its representatives do not provide tax or legal advice. Your tax and financial situation is unique. You should consult your tax and/or legal advisor for advice and information concerning your particular situation.

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Loan approval is subject to credit approval and program guidelines. Not all loan programs are available in all states for all loan amounts. Interest rates and program terms are subject to change without notice. Mortgage, home equity and credit products are offered by U.S. Bank National Association. Deposit products are offered by U.S. Bank National Association. Member FDIC.

1U.S. Bank offers wealth planning, investments, trusts and estates administration, wealth management banking and specialty services. Our affiliate, U.S. Bancorp Investments, provides wealth planning, investments and insurance.