Relationship Banker I - Lake Geneva

U.S. Bank•Lake Geneva, WI

3d•$20 - $23

About The Position

Relationship Bankers build relationships with customers through in-person, appointment-based, and virtual interactions, using a digital-first mindset to provide banking counsel. The role involves assessing customers’ banking needs, obtaining and processing customer and account information, explaining deposit and loan products and services, and recommending solutions tailored to each customer’s goals. The Relationship Banker builds client relationships through proactive outreach and follow-up, identifies solutions for new and existing clients, and maintains knowledge of consumer and business banking products, including digital services. The role delivers a consistent client experience by greeting clients and processing basic transactions; works collaboratively with branch colleagues; opens consumer and business accounts; completes service requests; and submits credit applications. The banker also educates clients about digital and self-service options and uses available resources and technology to provide accurate, operationally excellent service. This position requires National Mortgage Licensing System (NMLS) registration under the S.A.F.E. Act of 2008 and Regulation Z. Registration includes a criminal background and credit check. 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 obtain and maintain NMLS registration under the S.A.F.E. Act of 2008 and Regulation Z, including meeting applicable criminal background and credit requirements.

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’ underlying needs while using a digital-first mindset.
Basic proficiency in making appropriate recommendations that meet customer needs, reactively and proactively.
Financial services industry experience preferred.

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 digital and self-service products and services.
Use available resources and technologies to optimize the client experience and ensure operational excellence and accuracy.
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 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.