Relationship Banker 2

U.S. Bank•North Olmsted, OH
•$24 - $29

About The Position

Relationship Bankers build relationships with customers through in-person, appointment-based, and virtual interactions, providing counsel and adapting a digital-first mindset. They assess customers’ banking needs, obtain and process customer and account information, explain deposit and loan products and services, and recommend solutions aligned with each customer’s goals. The role involves proactive outreach and follow-up, identifying solutions for new and existing clients, maintaining knowledge of consumer and business banking products and services, and providing an optimal client experience that includes greeting clients and processing basic transactions. Relationship Bankers collaborate with branch team members, open consumer and business accounts, complete service requests, submit credit applications, educate clients about digital and self-service products, and use available resources and technologies to provide accurate service and operational excellence. The position requires National Mortgage Licensing System (NMLS) registration under the S.A.F.E. Act of 2008 and Regulation Z. Registration includes a criminal background and credit check; failure to meet or maintain the requirements may result in rescission of an offer or termination of employment.

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 meeting the associated criminal background and credit check requirements.

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 identify customers’ underlying needs while using a digital-first mindset.
  • Advanced proficiency in making appropriate recommendations that 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 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, optimal 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.
  • Use available resources and technologies to optimize the client experience and provide accurate, operationally excellent service.

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 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.
© 2026 Teal Labs, Inc
Privacy PolicyTerms of Service