Relationship Banker I - Hudson, WI

U.S. Bank•Hudson, WI

17h•$22 - $27

About The Position

Relationship Bankers build customer relationships across in-person, appointment-based, and virtual channels, using a digital-first approach to provide banking guidance. They establish trust by assessing customer needs, gathering and processing customer and account information, explaining deposit and loan products and services, and recommending solutions suited to customers’ goals. The role includes proactive outreach and follow-up, identifying solutions for new and existing customers, maintaining knowledge of consumer and business banking products, providing a consistent customer experience, processing basic transactions, opening accounts, completing service requests, and submitting credit applications. Relationship Bankers also educate customers about digital and self-service options and use available resources and technology to serve customers accurately and efficiently. 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 satisfy or maintain registration requirements may result in withdrawal 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 completion and maintenance of 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 leveraging a digital-first mindset.
Demonstrated basic proficiency in making appropriate recommendations that meet customer needs reactively and proactively.
Experience in the financial services industry.

Responsibilities

Build and foster client relationships through proactive outreach and follow-up.
Ask questions and learn about 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.
Use available resources and technologies to optimize 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, 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.