Relationship Banker I – 82nd & Causey - Happy Valley, OR

U.S. Bank•Happy Valley, OR

21d•Onsite

About The Position

Relationship Bankers build relationships with customers through in-person, appointment-based, and virtual interactions, adapting a digital-first mindset to provide counsel tailored to customers’ banking needs. They assess customer 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 also involves 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 colleagues and partners, opens consumer and business accounts, completes service requests, and submits credit applications. The role proactively educates customers about digital and self-service banking tools and uses available resources and technologies to provide an accurate, operationally excellent experience. This position 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 role is based at the U.S. Bank location at 11333 SE 82nd Ave, Happy Valley, Oregon, and requires working from a U.S. Bank location on all 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.
Ability to obtain and maintain National Mortgage Licensing System (NMLS) registration under the S.A.F.E. Act of 2008 and Regulation Z, including satisfactory criminal background and credit checks.
Ability to work from a U.S. Bank location on all workdays.

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.
Proven customer service and interpersonal skills.
Experience using and demonstrating digital products and self-service technologies.
Ability to explore and identify customers’ needs while using a digital-first mindset.
Basic proficiency in making appropriate recommendations that meet customer needs reactively and proactively.
Financial services industry experience.
Bilingual ability in English and Spanish or Vietnamese.

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 solutions.
Conduct proactive outreach and follow up with clients, learning about their financial needs and banking channel preferences.
Communicate with customers and identify solutions for new and existing clients.
Maintain working knowledge of consumer and business banking products and services, including digital offerings.
Greet clients, process basic transactions, and provide a consistent client experience.
Collaborate with branch team members and partners to serve clients.
Open consumer and business accounts, complete service requests, and submit credit applications.
Educate clients about digital and self-service products and services.
Use available resources and technologies to optimize the customer experience and support operational accuracy.

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.
Pension.