Premier Relationship Banker - King County WA

U.S. Bank•Mercer Island, WA

4d•$38 - $46

About The Position

The Premier Relationship Banker performs the duties of a Relationship Banker by building customer relationships and providing financial guidance through in-person, appointment-based, and virtual channels, with a digital-first approach. The role involves assessing customers’ banking needs, gathering and processing customer and account information, explaining deposit and loan products and services, and recommending solutions tailored to customers’ goals. Responsibilities also include originating and closing consumer loans, opening accounts, providing digital banking solutions, and opening or closing the branch. The banker may need to work at other nearby locations occasionally. In addition to standard Relationship Banker duties, the Premier Relationship Banker maintains FINRA registrations to refer clients to registered representatives in partnership with wealth management teams. This is a referral-only registered representative position; the role does not make direct investment sales. The required registrations are FINRA SIE, Series 6 or Series 7, and Series 63 or Series 66. Employment is contingent on an approved FINRA background check. The role also requires NMLS registration under the S.A.F.E. Act of 2008 and Regulation Z, and continued compliance with applicable legal and regulatory registration requirements, including maintaining a satisfactory criminal and credit record.

Requirements

High school diploma or equivalent.
Five or more years of job-related retail banking experience, or a combination of experience and commensurate training.
FINRA SIE, Series 6 or Series 7, and Series 63 or Series 66 registrations are required.
NMLS registration under the S.A.F.E. Act of 2008 and Regulation Z, with ongoing compliance with applicable registration requirements.
Maintain a satisfactory criminal and credit record.
Pass an approved FINRA background check.
Ability to work at other nearby locations on occasion.

Nice To Haves

Passion, commitment, and drive to deliver an experience that improves 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 counsel through in-person, appointment-based, and virtual channels.
Assess and address customers’ banking needs; obtain and process customer and account information.
Explain and educate clients about deposit and loan products and services, and recommend solutions based on their goals and needs.
Originate and close consumer loans and open accounts.
Provide digital banking solutions and teach customers how to use digital technology.
Open and/or close the branch.
Work at other nearby locations on occasion, as needed.
Maintain required FINRA registrations to refer clients to registered representatives in partnership with wealth management teams.
Maintain required NMLS registration and ongoing compliance with applicable legal and regulatory requirements.

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, 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, 401(k) contribution, and pension, subject to eligibility requirements.