Relationship Banker II - Menomonee Falls

U.S. Bank•Menomonee Falls, WI

5d•$24 - $29

About The Position

Relationship Bankers build relationships with customers across in-person, appointment-based, and virtual channels, using a digital-first mindset to provide counsel and address banking needs. They establish trust, assess customer needs, obtain and process customer and account information, explain deposit and loan products and services, and recommend solutions tailored to each customer’s goals. The role includes proactive outreach and follow-up, maintaining knowledge of consumer and business banking products and digital services, delivering an optimal client experience, and collaborating with branch teammates and partners. Relationship Bankers open consumer and business accounts, complete service requests, submit credit applications, and educate clients about digital and self-service tools. They use available resources and technologies to provide accurate service and operational excellence. This role 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 of employment.

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 comply with U.S. Bank policies and procedures, including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.
Ability to meet and maintain NMLS registration requirements, including required criminal background and credit checks.

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 identify customers’ underlying needs while using 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 understand customers’ financial needs and banking channel preferences.
Identify and recommend solutions for new and existing clients through effective engagement and communication.
Maintain working knowledge of consumer and business banking products and services, including digital offerings.
Provide a consistent client experience, including greeting clients and processing basic transactions.
Collaborate 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 digital products and self-service technologies.
Use available resources and technologies to optimize client experience and provide accurate 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, 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.
Pension.