Relationship Banker II - MT-Great Falls Northwest

U.S. Bank•Great Falls, MT

4d•$22 - $27•Onsite

About The Position

Relationship Bankers build relationships with customers through in-person, appointment-based, and virtual interactions, providing counsel with a digital-first mindset. They assess customers’ banking 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 includes proactive outreach and follow-up, learning about clients’ financial needs and channel preferences, and identifying solutions for new and existing clients. Relationship Bankers maintain knowledge of consumer and business banking products and services, provide a consistent client experience, greet clients, process basic transactions, collaborate with branch team members, open consumer and business accounts, complete service requests, and submit credit applications. They also educate clients on digital and self-service products and use available resources and technologies to serve clients accurately and with operational excellence. The 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 of employment. The role is performed at 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 terms of the S.A.F.E. Act of 2008 and Regulation Z, including required criminal background and credit checks.
Work from a U.S. Bank location for 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 a customer’s true 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 clients’ financial needs and banking channel preferences.
Identify and recommend solutions for new and existing clients by effectively engaging and communicating with them.
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.
Develop collaborative partnerships with branch team members and partners to serve clients.
Open consumer and business accounts, complete service requests, and submit credit applications.
Educate clients on digital and self-service products and services.
Use available resources and technologies to optimize the client experience and ensure operational excellence and accuracy.
Meet and maintain required NMLS registration requirements.

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 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.