Relationship Banker I - Pojoaque Supermarket

U.S. Bank•Santa Fe, NM

30d•$20 - $23•Onsite

About The Position

Relationship Bankers build relationships with customers through in-person, appointment-based, and virtual channels, providing financial counsel while using a digital-first approach. 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 includes proactive outreach and follow-up, maintaining knowledge of consumer and business banking products and services, providing a consistent client experience, processing basic transactions, opening accounts, completing service requests, and submitting credit applications. Relationship Bankers collaborate with branch colleagues and partners, educate customers about digital and self-service options, and use available resources and technologies to deliver accurate service and operational excellence. 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background and credit checks; failure to meet or maintain registration requirements may result in an offer being rescinded or employment being terminated. All scheduled workdays must be worked from a U.S. Bank location.

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 National Mortgage Licensing System (NMLS) registration, including meeting required criminal background and credit check standards.
Ability to work from a U.S. Bank location for all scheduled workdays.

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

Responsibilities

Build and foster customer relationships through proactive outreach and follow-up.
Ask questions to understand customers’ financial needs and banking channel preferences.
Identify and recommend solutions for new and existing customers based on their needs.
Maintain working knowledge of consumer and business banking products and services, including digital offerings.
Provide a consistent customer experience, including greeting customers and processing basic transactions.
Develop collaborative partnerships with branch team members and partners to serve customers.
Open consumer and business accounts, complete service requests, and submit credit applications.
Educate customers about digital products and self-service options.
Use available resources and technologies to optimize customer experience and deliver accurate, operationally excellent service.

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.