Relationship Banker I - Lake Geneva

U.S. Bank•Lake Geneva, WI

About The Position

Relationship Bankers build customer relationships through in-person, appointment-based, and virtual interactions, using a digital-first mindset to provide counsel tailored to customers’ banking needs. They assess needs, obtain and process customer and account information, explain deposit and loan products and services, and recommend solutions aligned with each customer’s goals. The role includes proactive outreach and follow-up, maintaining knowledge of consumer and business banking products—including digital offerings—and providing a consistent client experience through greetings and basic transactions. Relationship Bankers work collaboratively with branch colleagues, open consumer and business accounts, complete service requests, and submit credit applications. They also educate customers about digital and self-service products and use available resources and technology to deliver accurate, operationally sound 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 registration requirements may result in rescission of an offer or termination of employment.

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 meet and maintain National Mortgage Licensing System (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 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’ 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.

Responsibilities

Build and foster client relationships through proactive outreach and follow-up.
Assess customers’ banking needs and recommend solutions aligned with their goals.
Obtain and process customer and account information.
Explain and educate clients about available deposit and loan products and services.
Engage and communicate effectively with new and existing clients to identify appropriate solutions.
Maintain working knowledge of consumer and business banking products and services, including digital products and services.
Provide a consistent 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 emerging and self-service digital products and services.
Use available resources and technologies to optimize client experience and provide accurate, operationally excellent service.
Complete the required NMLS registration process and maintain 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.
Pension, subject to eligibility requirements.