Relationship Banker II - Old Town - Scottsdale, AZ

U.S. Bank • Scottsdale, AZ

4d • Onsite

About The Position

Relationship Bankers build customer relationships through in-person, appointment-based, and virtual interactions, using a digital-first mindset to provide banking guidance. They assess and respond to customer needs, obtain and process customer and account information, explain deposit and loan products and services, and recommend solutions suited to customers’ goals.

The role supports consumer and business banking customers by developing relationships through proactive outreach and follow-up, identifying needs and channel preferences, providing an optimal client experience, and processing basic transactions. Relationship Bankers maintain knowledge of banking products and services, including digital offerings; collaborate with branch colleagues and partners; open consumer and business accounts; complete service requests; and submit credit applications. They also educate customers about digital and self-service options and use available resources and technologies to deliver accurate, operationally excellent service.

This 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, and failure to meet or maintain registration requirements may result in rescission of an offer or termination. The position requires working from a U.S. Bank location on 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.
• Obtain and maintain NMLS registration under the S.A.F.E. Act of 2008 and Regulation Z, including meeting criminal-background and credit-check requirements.
• 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 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 identify customers’ needs while applying a digital-first mindset.
• Advanced proficiency in making appropriate recommendations that meet customer needs reactively and proactively.
• Experience in the financial services industry.

Responsibilities

• Build relationships with customers through in-person, appointment-based, and virtual interactions.
• Assess customers’ banking needs, obtain and process customer and account information, and recommend suitable deposit and loan products and services.
• Conduct proactive outreach and follow-up, ask questions, and learn customers’ financial needs and preferred banking channels.
• Engage and communicate effectively with clients to identify solutions for new and existing customers.
• Maintain working knowledge of consumer and business banking products and services, including digital products and services.
• Provide a consistent client experience, including greeting customers and processing basic transactions.
• Develop collaborative partnerships with branch team members and partners to serve clients.
• Open consumer and business accounts, complete service requests, and submit credit applications.
• Educate customers about digital and self-service products and services.
• Use available resources and technologies to optimize the customer experience and provide accurate operational service.

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, 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
• Pension

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED