Relationship Banker II - Walla Walla, WA
About The Position
Relationship Bankers build client relationships and engage customers in person, by appointment, and virtually, using a digital-first mindset to provide banking counsel. They assess customers’ banking needs, obtain and process customer and account information, explain and demonstrate deposit and loan products and services, and recommend solutions aligned with each customer’s goals. The role develops relationships through proactive outreach and follow-up, identifies solutions for new and existing clients, and maintains working knowledge of consumer and business banking products, services, and digital tools. It provides an optimal client experience by greeting customers and processing basic transactions, collaborating with branch team members and partners, opening consumer and business accounts, completing service requests, and submitting credit applications. The banker also educates clients about digital and self-service options and uses available resources and technologies 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. Registration includes criminal background and credit checks; failure to meet or maintain registration requirements may result in rescission of an offer or termination. 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 required criminal background and credit checks.
- Ability to 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 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 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 and foster client relationships through proactive outreach and follow-up.
- Ask questions to learn about clients’ financial needs and banking channel preferences.
- Identify and recommend solutions for new and existing clients based on their needs.
- Engage and communicate effectively with clients.
- Maintain working knowledge of consumer and business banking products and services, including digital offerings.
- Greet clients and process basic transactions while providing a consistent client experience.
- 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 digital products and self-service technologies.
- Leverage available resources and technologies to optimize the client experience and ensure operational accuracy.
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, 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
