Relationship Banker II - Portland (Argay Square), OR
About The Position
Relationship Bankers build relationships with customers through in-person, appointment-based, and virtual interactions, using a digital-first mindset to provide counsel and address banking needs. The role involves learning about customers’ financial goals and channel preferences, assessing their needs, and recommending appropriate deposit and loan products and services. The Relationship Banker fosters client relationships through proactive outreach and follow-up, provides a consistent client experience, and collaborates with branch team members and other partners. Responsibilities include greeting clients, processing basic transactions, opening consumer and business accounts, completing service requests, submitting credit applications, and educating clients about digital and self-service products. The role also requires maintaining working knowledge of consumer and business banking products and using available resources and technologies to serve clients accurately and efficiently. 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. 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.
- Must meet and maintain NMLS registration requirements, including a satisfactory criminal and credit record.
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’ true needs while using 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.
- Ask questions to learn about customers’ financial needs and banking channel preferences.
- Engage and communicate with clients to identify solutions for new and existing customers.
- 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 the client experience and ensure operational accuracy.
Benefits
- Healthcare benefits, including medical, dental, and vision
- Basic term and optional term life insurance
- Short-term and long-term disability
- 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
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
