Relationship Banker II - MT-Bozeman 19th Avenue

U.S. Bank•Bozeman, MT

8d•Onsite

About The Position

U.S. Bank Relationship Bankers build and foster client relationships across in-person, appointment-based, and virtual channels. They assess customers’ banking needs, obtain and process customer and account information, explain available deposit and loan products and services, and recommend solutions aligned with each customer’s goals. The role emphasizes proactive outreach, follow-up, clear communication, and a digital-first approach. Relationship Bankers maintain knowledge of consumer and business banking products, provide a consistent client experience, process basic transactions, open accounts, complete service requests, and submit credit applications. They partner with branch colleagues and use available resources and technology to serve clients accurately and efficiently. They also educate clients about digital and self-service options. The position requires National Mortgage Licensing System (NMLS) registration under the S.A.F.E. Act of 2008 and Regulation Z, including required criminal background and credit checks. 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.
Ability to work from a U.S. Bank location for all scheduled work days.
Ability to meet and maintain NMLS registration requirements, including satisfactory criminal and credit records.

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’ needs while using a digital-first mindset.
Advanced proficiency in making appropriate recommendations that meet customers’ needs reactively and proactively.
Financial services industry experience.

Responsibilities

Build and foster relationships with clients through proactive outreach and follow-up, learning about their financial needs and banking channel preferences.
Identify solutions for new and existing clients by engaging and communicating effectively with them.
Assess customers’ banking needs and recommend appropriate deposit, loan, and other banking products and services.
Maintain working knowledge of consumer and business banking products and services, including digital products and services.
Provide a consistent 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 maintain operational excellence and accuracy.
Complete the required NMLS registration process and maintain applicable registration requirements.

Benefits

Healthcare, including medical, dental, and vision 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.
401(k) contribution and pension, subject to eligibility requirements.