Relationship Banker 2 - Incline Village, NV
About The Position
Relationship Bankers build customer relationships through face-to-face meetings and engagement, assessing customers’ banking needs, processing customer and account information, educating clients about deposit and loan products and services, and recommending financial solutions suited to their goals. The role includes originating and closing consumer loans, opening accounts, and opening and/or closing the branch. The position requires NMLS registration under the S.A.F.E. Act of 2008 and Regulation Z, including a criminal background and credit check. The role must be performed at a U.S. Bank location on all scheduled work days.
Requirements
- High school diploma or equivalent.
- Typically, a minimum of four to five years of job-related retail banking experience, or a combination of experience and commensurate training.
- Must obtain and maintain National Mortgage Licensing System (NMLS) registration under the S.A.F.E. Act of 2008 and Regulation Z, including satisfying required criminal background and credit checks.
- Work from a U.S. Bank location for all scheduled work days.
Nice To Haves
- Proven ability to build and foster client relationships through proactive outreach and follow-up.
- Ability to engage and communicate effectively with clients.
- Thorough knowledge of applicable bank and branch policies, procedures, and support systems.
- Thorough knowledge of retail products and services.
- Proven customer service and interpersonal skills.
- Experience participating in sales campaigns or promotions.
- Experience using and demonstrating digital products and self-service technologies.
- Ability to explore and identify customers’ needs while using a digital-first mindset.
- Advanced proficiency in making appropriate recommendations to meet customer needs reactively and proactively.
- Experience in the financial services industry.
Responsibilities
- Build and foster client relationships through proactive outreach and follow-up, asking about financial needs and banking-channel preferences.
- Identify solutions for new and existing clients by engaging and communicating effectively with them.
- Maintain working knowledge of consumer and business banking products and services, including digital offerings.
- Provide a consistent client experience by greeting clients and processing basic transactions.
- Develop collaborative partnerships with branch team members and partners to serve clients.
- Open new 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 provide accurate operational service.
- Originate and close consumer loans.
- Open and/or close the branch.
Benefits
- Healthcare coverage, 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, 401(k) contribution, and pension, subject to eligibility requirements.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
