Relationship Banker II - Tacoma (72nd & Pacific), WA

U.S. Bank • Tacoma, WA

10d • Onsite

About The Position

Relationship Bankers build relationships with customers across in-person, appointment-based, and virtual channels, using a digital-first mindset to provide relevant banking counsel. They establish trust by assessing customers’ banking needs, obtaining and processing customer and account information, educating customers about deposit and loan products and services, and recommending solutions aligned with individual goals.

The role develops and maintains relationships through proactive outreach and follow-up, identifies solutions for new and existing clients, and provides a consistent client experience that includes greeting clients and processing basic transactions. Relationship Bankers maintain knowledge of consumer and business banking products, collaborate with branch team members and partners, open consumer and business accounts, complete service requests, submit credit applications, and educate clients about digital and self-service options. They use available resources and technology to provide accurate service and 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 the requirements may result in rescission of an offer or termination of employment. The role requires working from a U.S. Bank location on all scheduled workdays.

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 obtain and maintain NMLS registration under the S.A.F.E. Act of 2008 and Regulation Z, including satisfactory 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 explore and identify customers’ underlying needs while leveraging a digital-first mindset.
• Advanced proficiency in making appropriate recommendations that meet customer needs reactively and proactively.
• Financial services industry experience preferred.

Responsibilities

• Build and foster client relationships through proactive outreach and follow-up.
• Assess customers’ financial needs and banking channel preferences by asking questions and learning about their goals.
• 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 products and services.
• Provide an optimal 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 the client experience and provide accurate, operationally excellent service.

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 and 401(k) contribution.
• Pension.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED