Relationship Banker II - MT-Bozeman 19th Avenue

U.S. Bank•Bozeman, MT

9d•$22 - $27•Onsite

About The Position

Relationship Bankers build and maintain customer relationships through in-person, appointment-based, and virtual channels, using a digital-first approach to provide financial guidance. 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; identifying solutions for new and existing customers; maintaining knowledge of consumer and business banking products, services, and digital tools; greeting customers and processing basic transactions; and partnering with branch colleagues. Relationship Bankers open consumer and business accounts, complete service requests, submit credit applications, and educate customers about digital and self-service options. They use available resources and technologies to deliver accurate service and an optimal customer experience. The position requires National Mortgage Licensing System (NMLS) registration under the S.A.F.E. Act of 2008 and Regulation Z, including a criminal background and credit check. Failure to meet or maintain registration requirements may result in rescission of an offer or termination. This role requires working from a U.S. Bank location for 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.
Must meet and maintain National Mortgage Licensing System (NMLS) registration requirements under the S.A.F.E. Act of 2008 and Regulation Z, 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 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 identify customers’ underlying needs while using a digital-first mindset.
Advanced proficiency in making appropriate recommendations that meet customer needs reactively and proactively.
Financial services industry experience.

Responsibilities

Build and foster client relationships through proactive outreach and follow-up, learning about financial needs and channel preferences.
Identify solutions for new and existing clients by engaging and communicating effectively.
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 and self-service digital products and services.
Use available resources and technologies to optimize client experience and deliver accurate operational service.

Benefits

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