Premier Relationship Banker - Washington, MO Office

U.S. Bank•Washington, MO

About The Position

The Premier Relationship Banker performs the duties of a Relationship Banker, building customer relationships through in-person, appointment-based, and virtual interactions. The role assesses customers’ banking needs, obtains and processes customer and account information, explains available deposit and loan products and services, and recommends solutions tailored to customers’ goals. It also includes originating and closing consumer loans, opening accounts, providing digital banking solutions, and opening or closing the branch. The banker may be required to work occasionally at other nearby locations. In addition to Relationship Banker duties, the position maintains FINRA registrations to refer clients to registered representatives in partnership with wealth management teams. The role is referral-only; the banker does not make direct investment sales. The required registrations are FINRA SIE, Series 6 (or Series 7), and Series 63 (or Series 66), and registrations must be actively maintained to meet referral and wealth management introduction requirements.

Requirements

National Mortgage Licensing Service (NMLS) registration under the S.A.F.E. Act of 2008 and Regulation Z, with ongoing compliance with registration requirements, including maintaining a satisfactory criminal and credit record.
Securities Industry Essentials (SIE), Series 6, and Series 63 registrations; the job description also identifies Series 7 as an alternative to Series 6 and Series 66 as an alternative to Series 63.
High school diploma or equivalent.
Five or more years of job-related retail banking experience, or a combination of experience and commensurate training.
Hire is contingent on an approved FINRA background check.
Ability to actively maintain FINRA registrations required for the referral-only registered representative role.

Nice To Haves

Passion, commitment, and drive to improve clients’ financial lives.
Effective and confident client communication.
Proven ability to learn and adapt to new information and technology platforms.
Experience in financial services and knowledge of the financial services industry, products, and solutions.
Active listening and excellent problem-solving skills.
Ability to teach customers how to use digital technology.

Responsibilities

Build customer relationships and provide financial guidance through in-person, appointment-based, and virtual channels.
Assess customers’ banking needs and obtain and process customer and account information.
Explain and demonstrate deposit and loan products and services, recommending solutions suited to customers’ goals and needs.
Originate and close consumer loans.
Open customer accounts and provide digital banking solutions.
Open and/or close the branch.
Work at other nearby locations on occasion as needed.
Maintain required FINRA registrations and refer clients to registered representatives in partnership with wealth management teams.
Meet defined referral client and wealth management introduction requirements; do not make direct investment sales.

Benefits

Healthcare coverage, including medical, dental, and vision.
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 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.
Pension.