Relationship Banker 1 – Burlingame - Portland, OR

U.S. Bank•Portland, OR

5d•$22 - $27•Onsite

About The Position

Relationship Bankers build customer relationships through in-person, appointment-based, and virtual interactions, using a digital-first approach to provide counsel suited to each customer's banking needs. They establish trust by assessing customer needs, obtaining and processing customer and account information, explaining deposit and loan products and services, and recommending solutions aligned with customers' goals. The role includes proactively reaching out to clients, learning their financial needs and channel preferences, providing an optimal client experience, processing basic transactions, opening consumer and business accounts, completing service requests, and submitting credit applications. Relationship Bankers maintain knowledge of consumer and business banking products, including digital services, and educate clients about emerging and self-service technologies. They collaborate with branch team members and partners and use available resources and technology to serve clients accurately and efficiently. This role 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 position requires working from a U.S. Bank location on all scheduled workdays.

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.
NMLS registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z, including required criminal background and credit checks.
Work from a U.S. Bank location on all scheduled workdays.

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 a customer's true needs while leveraging a digital-first mindset.
Demonstrated basic proficiency in making appropriate recommendations that meet customer needs reactively and proactively.
Financial services industry experience.
Bilingual English and Spanish.

Responsibilities

Build and foster client relationships through proactive outreach and follow-up, learning clients' financial needs and banking channel preferences.
Identify and recommend solutions for new and existing clients by engaging and communicating effectively.
Maintain working knowledge of consumer and business banking products and services, including digital products and services.
Provide a consistent, optimal client experience, including greeting clients and processing basic transactions.
Develop collaborative partnerships with branch team members and partners to serve clients.
Open consumer and business accounts, complete service requests, and submit credit applications.
Educate clients proactively about emerging and self-service digital products and services.
Use available resources and technologies to optimize the client experience and ensure operational excellence and 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, 401(k) contribution, and pension, subject to eligibility requirements.