Relationship Banker 2 - Westmont

U.S. Bank • Westmont, IL

1d • Onsite

About The Position

Relationship Bankers build customer relationships across in-person, appointment-based, and virtual channels, using a digital-first mindset to provide financial counsel. They assess customers’ banking needs, obtain and process customer and account information, explain deposit and loan products and services, and recommend solutions tailored to customers’ goals. The role includes proactive outreach and follow-up, maintaining knowledge of consumer and business banking products—including digital services—and delivering a consistent client experience while processing basic transactions.

The Relationship Banker collaborates with branch teammates and partners, opens consumer and business accounts, completes service requests, and submits credit applications. The role also involves educating clients about digital and self-service options and using available resources and technologies to deliver accurate, operationally excellent service. This position requires NMLS registration under the S.A.F.E. Act of 2008 and Regulation Z, including the required criminal background and credit checks. The role requires working from a U.S. Bank location on all scheduled work days.

Requirements

• High school diploma or equivalent.
• Typically, at least four to five years of job-related retail banking experience, or a combination of experience and commensurate training.
• NMLS registration is required under the terms of the S.A.F.E. Act of 2008 and Regulation Z, including completion of the required criminal background and credit check.
• Must work from a U.S. Bank location on all scheduled work days.

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.
• 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.
• Demonstrated advanced proficiency in making appropriate recommendations that meet customers’ needs reactively and proactively.
• Financial services industry experience preferred.

Responsibilities

• Build relationships with customers through in-person, appointment-based, and virtual interactions.
• Assess and address customers’ banking needs, gather and process customer and account information, and recommend suitable deposit and loan products and services.
• Conduct proactive outreach and follow-up, learning customers’ financial needs and preferred banking channels.
• Engage and communicate effectively with clients to identify solutions for new and existing customers.
• Maintain working knowledge of consumer and business banking products and services, including digital products and services.
• Provide a consistent client experience, greet clients, and process 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 about emerging digital products and self-service technologies.
• Use available resources and technologies to optimize client experience and provide accurate service with operational excellence.
• Obtain and maintain required NMLS registration, including meeting applicable registration requirements.

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 holidays.
• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED