Relationship Banker I - MT-Great Falls 10th Avenue

U.S. Bank•Great Falls, MT

4d•Onsite

About The Position

Relationship Bankers build relationships with customers through in-person, appointment-based, and virtual interactions, using a digital-first approach to provide appropriate financial guidance. They assess and respond to 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 includes proactive outreach and follow-up, maintaining knowledge of consumer and business banking products and digital services, providing a consistent client experience, processing basic transactions, opening accounts, completing service requests, and submitting credit applications. Relationship Bankers collaborate with branch team members and partners and educate customers about digital and self-service options. The role requires NMLS registration under the S.A.F.E. Act of 2008 and Regulation Z, including the required criminal background and credit checks. The position works from a U.S. Bank location on all scheduled work days.

Requirements

High school diploma or equivalent.
Typically fewer than four 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.

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’ true needs while using a digital-first mindset.
Basic 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.
Ask questions and learn about customers’ financial needs and banking channel preferences.
Identify and recommend solutions for new and existing clients by engaging and communicating effectively.
Maintain working knowledge of consumer and business banking products and services, including digital products and services.
Provide an 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 about emerging and self-service digital products and services.
Use available resources and technologies to optimize the client experience and ensure operational excellence and accuracy.

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.
Pension, subject to eligibility requirements.