Relationship Banker I - Gilbert Fry's
About The Position
Relationship Bankers build customer relationships across in-person, appointment-based, and virtual channels, using a digital-first mindset to provide relevant financial guidance. They assess customers’ banking needs, gather and process customer and account information, explain deposit and loan products and services, and recommend solutions tailored to customers’ goals. The role includes proactive client outreach and follow-up, learning customers’ financial needs and channel preferences, processing basic transactions, opening consumer and business accounts, completing service requests, and submitting credit applications. Relationship Bankers maintain knowledge of consumer and business banking products, including digital services; educate clients on self-service options; collaborate with branch colleagues and partners; and use available resources and technology to deliver an accurate, consistent client experience. This 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 meet or maintain registration requirements may result in rescission of an offer or termination of employment. The role requires working at 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.
- Ability to obtain and maintain NMLS registration as required, including meeting applicable criminal background and credit-check requirements.
- Ability to work from a U.S. Bank location for 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 customers’ financial needs and preferred banking channels.
- Identify and recommend banking solutions for new and existing clients.
- Maintain working knowledge of consumer and business banking products and services, including digital products.
- Provide a consistent client experience, including greeting clients and processing basic transactions.
- Collaborate with branch team members and partners to serve clients.
- Open 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 accuracy.
Benefits
- Medical, dental, and vision healthcare
- Basic term and optional term life insurance
- Short-term and long-term disability
- 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
- Pension
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
