About The Position

Relationship Bankers build relationships with customers through in-person, appointment-based, and virtual channels, providing counsel with a digital-first mindset. They assess customers’ banking needs, obtain and process customer and account information, educate clients about deposit and loan products and services, and recommend solutions suited to each customer’s goals and needs. The role also involves proactively following up with clients, identifying their preferred banking channels, maintaining knowledge of consumer and business banking products (including digital services), and providing a consistent client experience while processing basic transactions. Bankers collaborate with branch team members, open consumer and business accounts, complete service requests, submit credit applications, and educate clients on digital and self-service options. The position requires NMLS registration under the S.A.F.E. Act of 2008 and Regulation Z, including a criminal background and credit check. The role is based at a U.S. Bank location for all scheduled workdays.

Requirements

  • High school diploma or equivalent.
  • Typically less than four years of job-related retail banking experience, or a combination of experience and commensurate training.
  • Business-level proficiency in reading, writing, and speaking both Spanish and English.
  • Ability to complete the required NMLS registration process, including criminal background and credit checks.

Nice To Haves

  • Proven ability to build and foster client relationships 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.
  • Proven customer service and interpersonal skills.
  • Experience using and demonstrating digital products and self-service technologies.
  • Ability to identify customers’ true needs while applying a digital-first mindset.
  • Basic proficiency in making appropriate recommendations that meet customer needs reactively and proactively.
  • Financial services industry experience preferred.

Responsibilities

  • Build and foster client relationships through proactive outreach and follow-up.
  • Ask questions to understand clients’ financial needs and banking channel preferences.
  • Identify and recommend solutions for new and existing clients based on their needs.
  • Maintain working knowledge of consumer and business banking products and services, including digital offerings.
  • Provide a consistent client experience, greet clients, and process basic transactions.
  • Develop collaborative partnerships with branch team members and partners to serve clients.
  • Open new consumer and business accounts, complete service requests, and submit credit applications.
  • Educate clients about emerging and self-service digital products and services.
  • Use available resources and technologies to optimize the client experience and maintain operational excellence and accuracy.
  • Maintain required NMLS registration under the S.A.F.E. Act and Regulation Z.

Benefits

  • Medical, dental, and vision healthcare coverage.
  • Basic term and optional term life insurance.
  • Short-term and long-term disability insurance.
  • Pregnancy disability and parental leave.
  • 401(k) and employer-funded retirement plan.
  • Paid vacation of 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 hours worked, up to 80 hours per calendar year unless otherwise provided by law.
  • Incentive and recognition programs.
  • Equity stock purchase program.
  • Pension, subject to eligibility requirements.
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