Relationship Banker 2 - La Canada, CA (37hrs)

U.S. Bank•La Canada, CA

5d•Onsite

About The Position

Relationship Bankers build relationships with customers through face-to-face interactions and proactive engagement, providing counsel based on customers’ banking needs and preferences. They assess customer needs, obtain and process customer and account information, educate customers about deposit and loan products and services, and recommend financial solutions aligned with customers’ goals. The role also originates and closes consumer loans, opens accounts, and may open or close the branch. This role requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z. Registration includes a criminal background and credit check. Failure to meet or maintain registration requirements may result in withdrawal of an offer or termination of employment. The position requires working from a U.S. Bank location for 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 NMLS registration under the S.A.F.E. Act of 2008 and Regulation Z, including satisfying required criminal background and credit checks.
Must work from a U.S. Bank location for all scheduled work days.
Must comply with U.S. Bank policies and procedures, including its Code of Ethics and Business Conduct and related workplace conduct and safety policies.

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’ true needs while using a digital-first mindset.
Advanced proficiency in making appropriate recommendations that meet customer needs reactively and proactively.
Financial services industry experience preferred.

Responsibilities

Build and foster client relationships through proactive outreach and follow-up, asking questions, and learning about clients’ 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 products and services.
Provide a consistent client experience, including 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 to help meet their financial needs.
Use available resources and technologies to optimize the client experience and serve clients with operational excellence and accuracy.
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, 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 program.
Pension, subject to eligibility requirements.