About The Position

Relationship Bankers build relationships with customers through in-person, appointment-based, and virtual channels, providing guidance while adopting a digital-first mindset. They assess customers’ banking needs, obtain and process customer and account information, educate customers about deposit and loan products and services, and recommend solutions aligned with each customer’s goals. The role builds 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 offerings. Relationship Bankers provide a consistent client experience, including greeting clients and processing basic transactions; collaborate with branch team members; open consumer and business accounts; complete service requests; submit credit applications; and educate customers about self-service digital products. They use available resources and technologies to support an accurate, operationally excellent client experience. 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. The role requires working from a U.S. Bank location on all scheduled workdays.

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 National Mortgage Licensing System (NMLS) registration under the S.A.F.E. Act of 2008 and Regulation Z, including satisfactory criminal background and credit checks.

Nice To Haves

  • Bilingual English and Spanish skills preferred.
  • 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.
  • Customer service and interpersonal skills.
  • Experience using and demonstrating digital products and self-service technologies.
  • Ability to explore and identify customer 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 customer relationships through proactive outreach and follow-up.
  • Assess customers’ banking needs, preferences, and goals, and recommend suitable solutions.
  • Engage and communicate effectively with clients through in-person, appointment-based, and virtual channels.
  • Obtain and process customer and account information.
  • Educate clients about deposit and loan products and services, including digital and self-service options.
  • Maintain working knowledge of consumer and business banking products and services.
  • Greet clients and process basic transactions while providing a consistent client experience.
  • Develop collaborative partnerships with branch team members and partners to serve clients.
  • Open consumer and business accounts, complete service requests, and submit credit applications.
  • Use available resources and technologies to optimize client experience, accuracy, and operational excellence.

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 (two to five weeks depending on salary grade and tenure)
  • Up to 11 paid holiday opportunities
  • Adoption assistance
  • Sick and Safe Leave accruals
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