Relationship Banker I - MT-Great Falls 10th Avenue

U.S. Bank•Great Falls, MT

5d•$20 - $23•Onsite

About The Position

Relationship Bankers build relationships with customers across in-person, appointment-based, and virtual channels, providing counsel while maintaining a digital-first mindset. They develop trusted client relationships by assessing banking needs, obtaining and processing customer and account information, explaining deposit and loan products and services, and recommending solutions based on each customer’s goals and needs. The role serves new and existing clients through proactive outreach and follow-up, needs identification, and clear communication. Relationship Bankers maintain knowledge of consumer and business banking products, provide an optimal client experience, process basic transactions, open accounts, complete service requests, and submit credit applications. They educate clients about digital and self-service offerings, collaborate with branch colleagues and partners, and use available resources and technology to deliver accurate, operationally excellent service. The position requires National Mortgage Licensing System (NMLS) registration under the S.A.F.E. Act of 2008 and Regulation Z. Registration includes criminal background and credit checks; failure to meet or maintain requirements may result in rescission of an offer or termination of employment. The role requires working from a U.S. Bank location on all scheduled workdays.

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.
Ability to meet and maintain NMLS registration requirements, including required criminal background and credit checks.
Ability to work from a U.S. Bank location on all scheduled 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’ underlying 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 clients’ financial needs and preferred banking channels.
Identify solutions for new and existing clients by engaging and communicating effectively.
Maintain working knowledge of consumer and business banking products and services, including digital offerings.
Provide a consistent client experience, including greeting clients and processing basic transactions.
Develop collaborative partnerships with branch team members and other 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 client experience and ensure operational excellence and accuracy.
Obtain and process customer and account information, demonstrate and explain deposit and loan products and services, and recommend solutions based on clients’ goals and needs.
Maintain required NMLS registration and meet applicable registration requirements.

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, 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, 401(k) contribution, and pension, subject to eligibility requirements.