Relationship Banker I - Delafield, WI (Sign-On Bonus $1,500)

U.S. Bank•Delafield, WI

16d•$20 - $25

About The Position

Relationship Bankers build customer relationships through in-person, appointment-based, and virtual engagement, using a digital-first mindset to provide counsel tailored to customers’ needs. The role involves building trust, assessing banking needs, obtaining and processing customer and account information, and educating customers about deposit and loan products and services so appropriate solutions can be recommended. The banker conducts proactive outreach and follow-up, identifies solutions for new and existing customers, maintains working knowledge of consumer and business banking products and digital services, and delivers a consistent client experience. Responsibilities also include greeting customers, processing basic transactions, opening consumer and business accounts, completing service requests, submitting credit applications, and educating customers about digital and self-service options. The banker collaborates with branch team members and partners and uses available resources and technology to provide accurate, operationally excellent service. 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 withdrawal of an offer or termination.

Requirements

High school diploma or equivalent.
Typically fewer 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 satisfying required 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 explore and identify customers’ underlying needs while using a digital-first mindset.
Basic proficiency in making appropriate recommendations to meet customer needs reactively and proactively.
Experience in the financial services industry.

Responsibilities

Build and foster client relationships through proactive outreach and follow-up.
Ask questions to understand customers’ financial needs and preferred banking channels.
Identify and communicate solutions for new and existing clients based on their needs.
Maintain working knowledge of consumer and business banking products and services, including digital offerings.
Provide a consistent client experience, including greeting clients and processing basic transactions.
Collaborate with branch team members and partners to serve clients.
Open 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 provide accurate, operationally excellent service.

Benefits

Healthcare, including medical, dental, and vision coverage.
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 of 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.
Sign-on bonus of $1,500.