Relationship Banker I – 82nd & Causey - Happy Valley, OR

U.S. Bank•Happy Valley, OR
•$22 - $27•Onsite

About The Position

Relationship Bankers build relationships with customers through in-person, appointment-based, and virtual interactions, providing counsel while maintaining a digital-first mindset. They assess and address customers’ banking needs, obtain and process customer and account information, educate clients about deposit and loan products and services, and recommend solutions aligned with customers’ goals. The role involves proactively engaging with clients, learning their financial needs and channel preferences, identifying appropriate solutions, and delivering a consistent client experience. Relationship Bankers maintain knowledge of consumer and business banking products, including digital services; greet clients and process basic transactions; open accounts; complete service requests; submit credit applications; and collaborate with branch colleagues. They also educate clients about digital and self-service options and use available resources and technologies to deliver accurate, operationally excellent service. The position is based at the U.S. Bank location at 11333 SE 82nd Ave, Happy Valley, Oregon, and requires working from a U.S. Bank location on all workdays. NMLS registration is required under the S.A.F.E. Act and Regulation Z, including the associated criminal background and credit checks.

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.
  • NMLS registration under the S.A.F.E. Act of 2008 and Regulation Z, including meeting registration requirements and passing 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’ needs while leveraging a digital-first mindset.
  • Basic proficiency in making appropriate recommendations that meet customer needs, reactively and proactively.
  • Experience in the financial services industry.
  • Bilingual in English and Spanish or Vietnamese.

Responsibilities

  • Build and foster client relationships through proactive outreach and follow-up.
  • Ask questions to 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 offerings.
  • Provide a consistent 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 digital and self-service products and services.
  • Use available resources and technologies to optimize client experience and provide accurate, operationally excellent service.

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.
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