Relationship Banker 1- Lakeview East

U.S. Bank•Chicago, IL

About The Position

Relationship Bankers build relationships with customers, engaging them in person, by appointment, and virtually to provide counsel while adapting a digital-first mindset. They assess and attend to customers’ banking needs, obtain and process customer and account information, educate clients about deposit and loan products and services, and recommend solutions based on individual goals and needs. The role builds client relationships through proactive outreach and follow-up, identifies solutions for new and existing clients, and maintains working knowledge of consumer and business banking products, including digital services. It provides a consistent client experience, handles basic transactions, partners with branch team members, opens consumer and business accounts, completes service requests, and submits credit applications. 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.

Requirements

High school diploma or equivalent.
Typically less than four years of job-related retail banking experience, or a combination of experience and commensurate training.
Must complete and maintain National Mortgage Licensing System (NMLS) registration requirements, including satisfactory criminal and credit checks.

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.
Thorough knowledge of applicable bank and branch policies, procedures, and support systems.
Proven customer service and interpersonal skills.
Experience using and demonstrating digital products and self-service technologies.
Ability to explore and identify customers’ needs while applying a digital-first mindset.
Basic proficiency in making appropriate recommendations that meet customer needs reactively and proactively.
Financial services industry experience.

Responsibilities

Build and foster relationships with clients through proactive outreach and follow-up, learning about their financial needs and banking channel preferences.
Assess customer needs and recommend appropriate banking solutions for new and existing clients.
Engage and communicate effectively with clients, including educating them about deposit and loan products and services.
Maintain working knowledge of consumer and business banking products and services, including digital offerings.
Provide a consistent client experience, greet clients, and process basic transactions.
Collaborate with branch team members and partners to serve clients.
Open new consumer and business accounts, complete service requests, and submit credit applications.
Educate clients about digital and self-service products and services.
Use available resources and technologies to optimize client experience and ensure operational accuracy.

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