Relationship Banker I - Longview, WA
About The Position
Relationship Bankers build relationships with customers in person, by appointment, and virtually, providing counsel while maintaining 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 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 and services, greeting clients and processing basic transactions, and partnering with branch colleagues. Relationship Bankers open consumer and business accounts, complete service requests, submit credit applications, and educate clients about digital and self-service options. They use available resources and technologies to deliver accurate service and a strong client experience. This position requires National Mortgage Licensing System (NMLS) registration under the S.A.F.E. Act of 2008 and Regulation Z, including a criminal background and credit check. The role requires working 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.
- Must obtain and maintain NMLS registration under the S.A.F.E. Act of 2008 and Regulation Z, including satisfactory criminal and credit checks.
- Must work from a U.S. Bank location on all scheduled work days.
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.
- 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 based on their needs.
- 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 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
- Medical, dental, and vision healthcare coverage.
- 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, 401(k) contribution, and pension, subject to eligibility requirements.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
