Relationship Banker II - Tacoma (72nd & Pacific), WA
About The Position
Relationship Bankers build and foster customer relationships across in-person, appointment-based, and virtual channels, providing counsel while adapting a digital-first mindset. They assess customers’ banking needs, obtain and process customer and account information, explain deposit and loan products and services, and recommend solutions tailored to each customer’s goals. The role includes proactive outreach and follow-up, identifying solutions for new and existing clients, maintaining knowledge of consumer and business banking products and digital services, and providing an optimal client experience. Relationship Bankers collaborate with branch team members, open consumer and business accounts, complete service requests, submit credit applications, educate clients about digital and self-service tools, 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 a criminal background and credit check; failure to meet or maintain registration requirements may result in rescission of the offer or termination of employment. The role requires working from a U.S. Bank location for all scheduled work days.
Requirements
- High school diploma or equivalent.
- Typically, a minimum of four to five years of job-related retail banking experience, or a combination of experience and commensurate training.
- Must obtain and maintain NMLS registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z, including satisfying the required criminal background and credit checks.
- Must work from a U.S. Bank location for all scheduled work days.
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.
- Thorough knowledge of retail products and services.
- Proven customer service and interpersonal skills.
- Experience participating in sales campaigns or promotions.
- Experience using and demonstrating digital products and self-service technologies.
- Ability to explore and identify customers’ true needs while leveraging a digital-first mindset.
- Advanced proficiency in making appropriate recommendations that meet customers’ needs, reactively and proactively.
- Experience in the financial services industry.
Responsibilities
- Build and foster relationships with clients through proactive outreach and follow-up, learning about their financial needs and banking channel preferences.
- Identify solutions for new and existing clients by engaging and communicating effectively with them.
- Maintain working knowledge of consumer and business banking products and services, including digital products and services.
- Provide a consistent, optimal client experience, including greeting clients and processing basic transactions.
- Develop collaborative partnerships with branch team members and partners to best 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.
- Leverage available resources and technologies to optimize the client experience and serve clients with operational excellence and accuracy.
- Assess and attend to customers’ banking needs, process customer and account information, and recommend appropriate deposit and loan products and services.
Benefits
- Healthcare coverage, including medical, dental, and vision.
- 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 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 and 401(k) contribution and pension, subject to eligibility requirements.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
