Relationship Banker II - East Towne Madison

U.S. Bank•Madison, WI

1d•$24 - $29

About The Position

Relationship Bankers build customer relationships across in-person, appointment-based, and virtual channels, using a digital-first mindset to provide guidance and meet customers’ banking needs. They assess customers’ needs, obtain and process customer and account information, explain deposit and loan products and services, and recommend solutions suited to each customer’s goals. The role involves proactively reaching out to customers, following up, identifying needs and channel preferences, and communicating appropriate solutions. Relationship Bankers maintain working knowledge of consumer and business banking products, provide a consistent customer experience, process basic transactions, open accounts, complete service requests, and submit credit applications. They also educate customers about digital and self-service offerings and work with branch colleagues and available technologies to deliver accurate, operationally sound service. The position requires National Mortgage Licensing System (NMLS) registration under the S.A.F.E. Act of 2008 and Regulation Z. The registration process includes criminal background and credit checks. 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 fewer than four years of job-related retail banking experience, or a combination of experience and commensurate training.
Ability to build and foster customer relationships through proactive outreach and follow-up.
Ability to engage and communicate effectively with customers.
Thorough knowledge of applicable bank and branch policies, procedures, and support systems.
Customer service and interpersonal skills.
Experience using and demonstrating digital products and self-service technologies.
Ability to explore and identify customers’ needs while applying a digital-first mindset.
Basic proficiency in making appropriate recommendations that meet customer needs, reactively and proactively.
Ability to meet and maintain NMLS registration requirements, including satisfactory criminal and credit records.

Nice To Haves

Experience in the financial services industry.

Responsibilities

Build and foster customer relationships through proactive outreach and follow-up.
Ask questions to understand customers’ financial needs and banking-channel preferences.
Identify and communicate solutions for new and existing customers based on their needs.
Maintain working knowledge of consumer and business banking products and services, including digital offerings.
Provide a consistent customer experience, greet customers, and process basic transactions.
Develop collaborative partnerships with branch team members and other partners to serve customers.
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 customer experience and deliver accurate operational service.
Complete and maintain NMLS registration requirements, including required background and credit checks.

Benefits

Medical, dental, and vision healthcare coverage.
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 plan.
401(k) contribution and pension, subject to eligibility requirements.