Relationship Banker I - Portage Northridge, WI

U.S. Bank•Portage, WI

About The Position

Relationship Bankers build relationships with customers through in-person, appointment-based, and virtual interactions, adapting a digital-first mindset to provide financial counsel. They assess customers’ banking needs, obtain and process customer and account information, explain available deposit and loan products and services, and recommend solutions tailored to customers’ goals. The role includes proactive outreach and follow-up, maintaining knowledge of consumer and business banking products and digital services, providing a consistent client experience, processing basic transactions, and partnering with branch team members to serve clients. Relationship Bankers open consumer and business accounts, complete service requests, submit credit applications, and educate clients on digital and self-service tools. The 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. 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 criminal background and credit requirements.

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 using a digital-first mindset.
Basic proficiency in making appropriate recommendations that meet customer needs reactively and proactively.
Experience in the financial services industry preferred.

Responsibilities

Build and foster client relationships through proactive outreach and follow-up.
Ask questions to learn about clients’ financial needs and banking channel preferences.
Identify solutions for new and existing clients through effective engagement and communication.
Maintain working knowledge of consumer and business banking products and services, including digital offerings.
Provide an optimal 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 on emerging and self-service digital products and services.
Use available resources and technologies to optimize the 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.