Premier Relationship Banker - Seattle, WA

U.S. Bank•Seattle, WA

About The Position

The Premier Relationship Banker performs Relationship Banker duties, building customer relationships and engaging with customers in person, by appointment, and virtually. The role uses a digital-first approach to understand and address banking needs, collect and process customer and account information, explain deposit and loan products and services, and recommend solutions aligned with 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 occasionally work at other nearby locations. The role holds FINRA registrations to refer clients to registered representatives in partnership with wealth management teams. It is a referral-only registered representative position; the role does not make direct investment sales. The employee must actively maintain registrations to meet referral and wealth-management introduction requirements. Required registrations are FINRA SIE, Series 6 or Series 7, and Series 63 or Series 66. Hiring is contingent on an approved FINRA background check. NMLS registration under the S.A.F.E. Act of 2008 and Regulation Z is also required, along with ongoing compliance with 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.
NMLS registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z.
Ongoing compliance with applicable legal and regulatory registration requirements, including maintaining a satisfactory criminal and credit record.
Successful completion of an approved FINRA background check is a condition of hire.

Nice To Haves

Passion, commitment, and drive to deliver an experience that improves clients’ financial lives.
Effective and confident client communication.
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 relationships with customers and engage them in person, by appointment, and virtually.
Assess and address customers’ banking needs and provide counsel using a digital-first mindset.
Obtain and process customer and account information.
Demonstrate and educate customers about available deposit and loan products and services.
Recommend solutions based on each customer’s goals and needs.
Originate and close consumer loans.
Open accounts and provide digital banking solutions.
Open and/or close the branch.
Occasionally work at other nearby locations.
Refer clients to registered representatives in partnership with wealth management teams.
Actively maintain required FINRA registrations to meet referral and wealth-management introduction requirements.

Benefits

Healthcare benefits, 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 for every 30 hours worked, up to 80 hours per calendar year unless otherwise provided by law.
Incentive and recognition programs.
Equity stock purchase and 401(k) contribution and pension, subject to eligibility requirements.