Relationship Banker I - Lake Geneva

U.S. Bank National Association•Town of Geneva, WI

3d•$20 - $23

About The Position

Relationship Bankers build relationships with customers through in-person, appointment-based, and virtual interactions, providing counsel while using a digital-first mindset. They establish trust by assessing customers’ banking needs, obtaining and processing customer and account information, explaining deposit and loan products and services, and recommending solutions aligned with each customer’s goals and needs. The role involves proactive outreach and follow-up; identifying solutions for new and existing clients; maintaining knowledge of consumer and business banking products, services, and digital tools; greeting clients and processing basic transactions; and collaborating with branch team members. Relationship Bankers open consumer and business accounts, complete service requests, submit credit applications, educate clients about digital and self-service options, and use available resources and technologies to deliver 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. The registration process 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.
NMLS registration under the S.A.F.E. Act of 2008 and Regulation Z, 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’ needs while leveraging 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.
Ask questions to understand clients’ financial needs and banking channel preferences.
Identify and recommend solutions for new and existing clients through effective engagement and communication.
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.
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 emerging and self-service digital products and services.
Leverage available resources and technologies to optimize the client experience and ensure operational excellence and accuracy.

Benefits

Medical, dental, and vision healthcare coverage.
Basic term and optional term life insurance.
Short-term and long-term disability insurance.
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 plan.
Pension, subject to eligibility requirements.