Relationship Banker I - Hudson, WI

U.S. Bank•Hudson, WI

About The Position

Relationship Bankers build customer relationships across in-person, appointment-based, and virtual channels, providing counsel with a digital-first mindset. They assess customers’ banking needs, gather and process customer and account information, explain deposit and loan products and services, and recommend solutions aligned with individual goals. The role includes proactive outreach and follow-up, maintaining knowledge of consumer and business banking products, delivering a consistent client experience, and collaborating with branch colleagues to serve customers. Relationship Bankers open consumer and business accounts, complete service requests, submit credit applications, and educate customers about digital and self-service options. The 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.

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.
Must obtain and maintain 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 effectively engage and communicate 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 applying a digital-first mindset.
Basic proficiency in making appropriate recommendations that meet customers’ needs reactively and proactively.
Experience in the financial services industry.

Responsibilities

Build and foster client relationships through proactive outreach and follow-up.
Assess customers’ financial needs and banking channel preferences.
Identify solutions for new and existing clients through effective engagement and communication.
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 partners.
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

Medical, dental, and vision coverage.
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.
Pension.