2026-0035424 Float Senior Relationship Banker – Clackamas-Sunnyside, Happy Valley & Eastport, OR
About The Position
The Float Senior Relationship Banker builds and strengthens customer relationships while providing flexible support across multiple U.S. Bank branch locations in Clackamas, Happy Valley, and Portland, Oregon. The role engages customers through in-person interactions, scheduled appointments, and virtual channels to provide trusted financial guidance with a digital-first mindset. The banker adapts to different branch environments, fills staffing needs, shares best practices, and provides coaching and on-the-job support to less experienced bankers. The position involves proactively reaching out to clients and following up to understand their financial needs and banking-channel preferences. The banker identifies appropriate solutions, maintains working knowledge of consumer and business banking products and services, provides a consistent client experience, processes basic transactions, opens accounts, completes service requests, and submits credit applications. The role also educates clients about digital and self-service products, partners with branch colleagues, and uses available resources and technology to deliver accurate, operationally excellent service. National Mortgage Licensing System (NMLS) registration is required under the S.A.F.E. Act of 2008 and Regulation Z. Registration includes criminal background and credit checks; failure to meet or maintain registration requirements may result in rescission of an offer or termination of employment. The role requires working from a U.S. Bank location on all scheduled work days.
Requirements
- High school diploma or equivalent.
- Typically five or more years of job-related retail banking experience, or a combination of experience and commensurate training.
- NMLS registration under the S.A.F.E. Act of 2008 and Regulation Z, including the required registration process and background and credit checks.
- Ability to work from a U.S. Bank location on all scheduled work days.
Nice To Haves
- Proven ability to build and foster client relationships through proactive outreach and follow-up.
- Ability to engage and communicate effectively with clients.
- Advanced knowledge of applicable bank and branch policies, procedures, and support systems.
- Thorough knowledge of retail products and services.
- Proven customer service and interpersonal skills.
- Experience participating in sales campaigns or promotions.
- Experience using and demonstrating digital products and self-service technologies.
- Ability to explore and identify customers’ underlying needs while using a digital-first mindset.
- Advanced proficiency in making appropriate recommendations that meet customer needs reactively and proactively.
- Experience in the financial services industry preferred.
Responsibilities
- Build and foster client relationships through proactive outreach and follow-up, identifying financial needs and channel preferences.
- Engage and communicate with clients to identify and provide solutions suited to their needs.
- Maintain working knowledge of consumer and business banking products and services, including digital products and services.
- Provide a consistent client experience, greet clients, and process basic transactions.
- Develop collaborative partnerships with branch team members and partners to serve clients.
- Open 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 deliver accurate, operationally excellent service.
- Adapt to multiple branch environments, fill staffing needs, share best practices, and coach or support less experienced bankers.
Benefits
- Healthcare coverage, including medical, dental, and vision
- 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 per 30 hours worked, up to 80 hours per calendar year unless otherwise provided by law
- Incentive and recognition programs
- Equity stock purchase
- Pension
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
High school or GED
