Relationship Banker I - Dayton Smith's (20hrs)
About The Position
Relationship Bankers build relationships with customers through in-person, appointment-based, and virtual interactions, providing counsel while using a digital-first mindset. They assess customers’ banking needs, obtain and process customer and account information, educate clients about deposit and loan products and services, and recommend solutions based on individual goals and needs. The role provides a consistent client experience, including greeting clients and processing basic transactions, and involves opening consumer and business accounts, completing service requests, and submitting credit applications. 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. The role must be performed from a U.S. Bank location on all scheduled work days. The listed schedule is 20 hours.
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 records.
- Must 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 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’ true needs while leveraging a digital-first mindset.
- Basic proficiency in making appropriate recommendations that meet customers’ needs reactively and proactively.
- Experience in the financial services industry preferred.
Responsibilities
- Build and foster client relationships through proactive outreach and follow-up, asking questions and learning about clients’ financial needs and banking-channel preferences.
- Identify solutions for new and existing clients by engaging and communicating effectively with them.
- Maintain working knowledge of consumer and business banking products and services, including digital products and services.
- Provide an optimal client experience, including greeting clients and processing basic transactions.
- Develop collaborative partnerships with branch team members and partners to serve clients.
- Open new consumer and business accounts, complete service requests, and submit credit applications.
- Educate clients proactively about emerging and self-service digital products and services.
- Use available resources and technologies to optimize the client experience and serve clients with operational excellence and accuracy.
- Complete the required NMLS registration process, including criminal background and credit checks.
Benefits
- Healthcare (medical, dental, and vision)
- 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
Part-time
Career Level
Entry Level
Education Level
High school or GED
