Float Senior Relationship Banker - Sherwood, Tualatin & Newberg, OR
About The Position
The Float Senior Relationship Banker builds and strengthens customer relationships while providing flexible support across multiple branch locations in Sherwood, Tualatin, and Newberg, Oregon. The role engages customers through in-person interactions, scheduled appointments, and virtual channels, delivering trusted financial guidance with a digital-first mindset. The experienced 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 banker proactively contacts and follows up with clients, learns about their financial needs and preferred banking channels, and recommends suitable solutions. The role maintains knowledge of consumer and business banking products and services, including digital offerings; provides a consistent customer experience; greets clients and processes basic transactions; opens consumer and business accounts; completes service requests; and submits credit applications. The banker also collaborates with branch team members, educates clients about digital and self-service options, and uses available resources and technology to deliver accurate, operationally sound service. The position requires National Mortgage Licensing System (NMLS) registration under the S.A.F.E. Act of 2008 and Regulation Z, including a criminal background and credit check. 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 criminal background and credit check.
- Ability to work from a U.S. Bank location for all scheduled work days.
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.
- 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’ true needs while leveraging a digital-first mindset.
- Advanced 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, learning about clients’ financial needs and banking channel preferences.
- Identify and communicate suitable solutions for new and existing clients.
- Maintain working knowledge of consumer and business banking products and services, including digital products and services.
- Provide a consistent client experience, including greeting clients and processing basic transactions.
- Collaborate 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 client experience and ensure operational excellence and accuracy.
- Adapt to different branch environments and fill staffing needs across multiple locations.
- Share best practices and provide coaching and on-the-job support to less experienced bankers.
Benefits
- Healthcare, including medical, dental, and vision coverage.
- Basic term and optional term life insurance.
- Short-term and long-term disability coverage.
- 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 hours worked, up to 80 hours per calendar year unless otherwise provided by law.
- Incentive and recognition programs.
- Equity stock purchase.
- Pension, subject to eligibility requirements.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
High school or GED
