Relationship Banker I - Winnebago
About The Position
Relationship Bankers build customer relationships across in-person, appointment-based, and virtual channels, providing financial guidance while using a digital-first approach. 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, identifying customer needs and banking preferences, maintaining knowledge of consumer and business banking products and digital services, greeting customers and processing basic transactions, opening accounts, completing service requests, and submitting credit applications. Relationship Bankers collaborate with branch team members, educate customers about digital and self-service options, and use available resources and technology to provide an accurate, consistent client experience. 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. The role requires working 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.
- Ability to obtain and maintain NMLS registration under the S.A.F.E. Act of 2008 and Regulation Z, including satisfactory criminal background and credit checks.
- Work from a U.S. Bank location for all scheduled work days.
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.
Responsibilities
- Build and foster client relationships through proactive outreach and follow-up.
- Ask questions to understand 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 offerings.
- Provide a consistent client experience, including greeting clients and processing basic transactions.
- Collaborate 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 digital and self-service 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, 401(k) contribution, and pension, subject to eligibility requirements.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
