Relationship Banker I - Gilbert Frys

U.S. Bank•Gilbert, AZ

1d•$20 - $25•Onsite

About The Position

Relationship Bankers build relationships with customers through in-person, appointment-based, and virtual interactions, using a digital-first mindset to provide appropriate counsel. They establish trust by assessing customers’ banking needs, obtaining and processing customer and account information, explaining deposit and loan products and services, and recommending solutions suited to each customer’s goals. The role includes proactive customer outreach and follow-up, learning customers’ financial needs and banking channel preferences, and providing a consistent client experience. Relationship Bankers process basic transactions, open consumer and business accounts, complete service requests, submit credit applications, and educate customers about digital and self-service options. They maintain knowledge of consumer and business banking products, collaborate with branch colleagues and partners, and use available resources and technology to serve customers accurately and efficiently. 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 rescission of an offer or termination of employment. 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.
NMLS registration under the S.A.F.E. Act of 2008 and Regulation Z, including satisfactory criminal background and credit checks.
Ability to comply with U.S. Bank policies and procedures, including its Code of Ethics and Business Conduct and workplace conduct and safety policies.

Nice To Haves

Proven ability to build and foster customer relationships through proactive outreach and follow-up.
Ability to effectively engage and communicate with customers.
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 a customer’s 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 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 through effective engagement and communication.
Maintain working knowledge of consumer and business banking products and services, including digital offerings.
Provide a consistent client experience, including greeting customers and processing basic transactions.
Develop collaborative partnerships with branch team members and partners to serve customers.
Open new consumer and business accounts, complete service requests, and submit credit applications.
Educate customers about emerging and self-service digital products and services.
Use available resources and technologies to optimize the customer experience and ensure operational excellence and accuracy.
Obtain and process customer and account information, and demonstrate and explain available deposit and loan products and services.

Benefits

Healthcare, including medical, dental, and vision coverage.
Basic term and optional term life insurance.
Short-term and long-term disability insurance.
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.