Relationship Banker I - Portland (Argay Square), OR (20hrs)

U.S. Bank•Portland, OR

26d•Onsite

About The Position

Relationship Bankers build relationships with customers through in-person, appointment-based, and virtual interactions, providing counsel while adapting a digital-first mindset. They assess customers’ banking needs, obtain and process customer and account information, explain deposit and loan products and services, and recommend solutions aligned with customers’ goals. The role involves proactive outreach and follow-up, learning customers’ financial needs and channel preferences, and building collaborative relationships with branch colleagues and partners. The Relationship Banker maintains working knowledge of consumer and business banking products, including digital services; provides a consistent client experience and processes basic transactions; opens consumer and business accounts; completes service requests; submits credit applications; and educates clients about digital and self-service offerings. The role requires NMLS registration under the S.A.F.E. Act of 2008 and Regulation Z, including required 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 less than four years of job-related retail banking experience, or a combination of experience and commensurate training.
Ability to meet NMLS registration requirements, including 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 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 to learn about clients’ financial needs and banking channel preferences.
Identify and communicate solutions for new and existing clients based on their needs.
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.
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 client experience and ensure operational excellence and accuracy.
Complete the required NMLS registration process and maintain 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 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.