Relationship Banker II - Strawberry Village - Mill Valley, CA

U.S. Bank•Mill Valley, CA

9d•$29 - $39•Onsite

About The Position

Relationship Bankers build customer relationships through face-to-face meetings and engagement where customers need support. They assess customers’ banking needs, obtain and process customer and account information, educate clients about deposit and loan products and services, and recommend financial solutions based on customers’ goals and needs. The role includes originating and closing consumer loans, opening accounts, and opening and/or closing the branch. 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. This role requires working from a U.S. Bank location on all scheduled work days.

Requirements

High school diploma or equivalent.
Typically, at least 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 S.A.F.E. Act of 2008 and Regulation Z, including meeting criminal background and credit check requirements.
Must work from a U.S. Bank location on 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 explore and identify customers’ true needs while leveraging a digital-first mindset.
Advanced proficiency in making appropriate recommendations that meet customer needs reactively and proactively.
Experience in the financial services industry is preferred.

Responsibilities

Build and foster client relationships through proactive outreach and follow-up, learning about clients’ 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 offerings.
Provide an optimal client experience, including greeting clients and processing basic transactions.
Develop collaborative partnerships with branch team members and partners to 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.
Use available resources and technologies to optimize the client experience and provide accurate, operationally excellent service.
Originate and close consumer loans.
Open and/or close the branch.

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 plan.