Relationship Banker II – Tillamook, OR
About The Position
Relationship Bankers build relationships with customers through in-person, appointment-based, and virtual interactions, adapting a digital-first mindset to provide appropriate counsel. They assess customers’ banking needs, obtain and process customer and account information, explain deposit and loan products and services, and recommend solutions aligned with customers’ goals. The role includes proactive outreach and follow-up, identifying solutions for new and existing clients, maintaining knowledge of consumer and business banking products—including digital services—and providing a consistent client experience. Relationship Bankers greet clients, process basic transactions, open consumer and business accounts, complete service requests, submit credit applications, and educate clients about digital and self-service options. They collaborate with branch team members and use available resources and technologies to provide accurate, operationally sound service. 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 registration requirements may result in rescission of an offer or termination of employment. The role requires working from a U.S. Bank location on all workdays.
Requirements
- High school diploma or equivalent.
- Typically, at least four to five years of job-related retail banking experience, or a combination of experience and commensurate training.
- Ability to meet and maintain National Mortgage Licensing System (NMLS) registration requirements, including required criminal background and credit checks.
- Ability to work from a U.S. Bank location on all workdays.
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.
- Experience in the financial services industry.
- Bilingual ability in English and Spanish, or another language; speakers of any additional language are encouraged to apply.
Responsibilities
- Build and foster client relationships through proactive outreach and follow-up.
- Ask questions and learn about clients’ financial needs and banking channel preferences.
- Identify and recommend solutions for new and existing clients based on their needs.
- 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.
- 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 about digital and self-service products and services.
- Use available resources and technologies to optimize the client experience and maintain operational excellence and accuracy.
- Obtain and process customer and account information and explain available deposit and loan products and services.
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 program.
- Pension, subject to eligibility requirements.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
