Relationship Banker II - SanTan Village - Gilbert, AZ

U.S. Bank•Gilbert, AZ

1d•$24 - $29•Onsite

About The Position

Relationship Bankers build relationships with customers through in-person, appointment-based, and virtual interactions, adapting a digital-first mindset to provide appropriate banking counsel. They assess customer 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 proactively reaching out to clients, identifying solutions, maintaining knowledge of consumer and business banking products, delivering an optimal client experience, opening accounts, completing service requests, and submitting credit applications. Relationship Bankers educate clients about digital and self-service offerings, collaborate with branch colleagues and partners, and use available resources and technology to serve clients accurately and with operational excellence. This position requires National Mortgage Licensing System (NMLS) registration under the S.A.F.E. Act of 2008 and Regulation Z, including a criminal background and credit check. The role 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.
NMLS registration under the S.A.F.E. Act of 2008 and Regulation Z, including the required criminal background and credit check.

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’ underlying needs while using 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 and follow-up, learning about clients’ financial needs and banking channel preferences.
Engage and communicate effectively with clients to identify solutions for new and existing clients.
Maintain working knowledge of consumer and business banking products and services, including digital offerings.
Provide a consistent, optimal client experience by greeting clients 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 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 coverage, including medical, dental, and vision.
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.
Pension.