Relationship Banker I - Capitol Square Madison

U.S. Bank•Madison, WI

19h•$20 - $25

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 and address customers’ banking needs, obtain 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, learning about clients’ financial needs and banking channel preferences, and communicating effectively to identify solutions. Relationship Bankers maintain working knowledge of consumer and business banking products, provide a consistent client experience, greet clients and process basic transactions, and collaborate with branch team members and partners. They open consumer and business accounts, complete service requests, submit credit applications, educate clients about digital and self-service options, and use available resources and technology to deliver an accurate, operationally excellent client experience. The position requires National Mortgage Licensing System (NMLS) registration under the S.A.F.E. Act of 2008 and Regulation Z. Registration involves a criminal background and credit check. Failure to meet or maintain registration 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 obtain and maintain National Mortgage Licensing System (NMLS) registration under the S.A.F.E. Act of 2008 and Regulation Z, including satisfying applicable criminal background and credit check requirements.

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

Responsibilities

Build and foster client relationships through proactive outreach and follow-up.
Ask questions to understand clients’ financial needs and banking channel preferences.
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 deliver accurate operational service.

Benefits

Healthcare coverage, including medical, dental, and vision.
Basic 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.