Relationship Banker I - Hartland (Part-time 20 Hours)

U.S. Bank•Hartland, WI

About The Position

Relationship Bankers build relationships with customers through in-person, appointment-based, and virtual interactions, providing counsel with a digital-first mindset. 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 involves proactive outreach and follow-up, identifying solutions for new and existing clients, maintaining knowledge of consumer and business banking products and digital services, and delivering a consistent client experience. Relationship Bankers also handle basic transactions, open accounts, complete service requests, submit credit applications, educate clients about digital self-service options, and use available resources and technologies to serve clients accurately and efficiently. This position requires National Mortgage Licensing System (NMLS) registration under the S.A.F.E. Act of 2008 and Regulation Z. Registration includes a criminal background and credit check; failure to meet or maintain the 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 meet and maintain NMLS registration requirements, including criminal background and credit checks.

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 identify customers’ underlying needs while using a digital-first mindset.
Basic proficiency in making appropriate recommendations that meet customers’ needs reactively and proactively.
Financial services industry experience preferred.

Responsibilities

Build relationships with customers through in-person, appointment-based, and virtual interactions.
Assess customers’ banking needs and obtain and process customer and account information.
Demonstrate and educate clients on deposit and loan products and services, and recommend solutions based on their goals and needs.
Proactively reach out to clients and follow up, learning about their financial needs and 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 products and services.
Provide a consistent 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 about emerging and self-service digital products and services.
Use available resources and technologies to optimize the client experience and ensure operational excellence and accuracy.
Obtain and maintain required NMLS registration.

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.
Pension.