Relationship Banker II - Menomonee Falls

U.S. Bank•Menomonee Falls, WI

About The Position

Relationship Bankers build and maintain customer relationships through in-person, appointment-based, and virtual interactions, using a digital-first approach. They assess customers’ banking needs, obtain and process customer and account information, explain deposit and loan products and services, and recommend solutions aligned with each customer’s goals. The role includes proactive outreach and follow-up, delivering a consistent client experience, handling basic transactions, and collaborating with branch team members and partners. Relationship Bankers open consumer and business accounts, complete service requests, submit credit applications, and educate clients about digital and self-service products. They use available resources and technology to provide an accurate, operationally excellent client experience. 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 registration requirements may result in rescission of an offer or termination of employment.

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.
NMLS registration under the S.A.F.E. Act of 2008 and Regulation Z, including completion of 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 engage and communicate effectively 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’ needs while applying a digital-first mindset.
Advanced proficiency in making appropriate recommendations that meet customer needs reactively and proactively.
Financial services industry experience preferred.

Responsibilities

Build and foster client relationships through proactive outreach, follow-up, and learning about customers’ financial needs and banking channel preferences.
Engage and communicate effectively with clients to identify solutions for new and existing customers.
Assess customers’ banking needs, obtain and process customer and account information, and recommend appropriate deposit and loan products and services.
Maintain working knowledge of consumer and business banking products and services, including digital offerings.
Provide a consistent client experience by greeting clients and processing basic transactions.
Develop collaborative partnerships with branch team members and other partners to serve clients.
Open consumer and business accounts, complete service requests, and submit credit applications.
Educate clients about digital and self-service products and services.
Use available resources and technologies to optimize the client experience and ensure operational excellence and accuracy.

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 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.
Pension, subject to eligibility requirements.