Relationship Banker II - Old Town - Scottsdale, AZ

U.S. Bank•Scottsdale, AZ

5d•$24 - $29•Onsite

About The Position

Relationship Bankers build relationships with customers through in-person, appointment-based, and virtual interactions, providing counsel while using a digital-first mindset. They assess and address customers’ banking needs, obtain and process customer and account information, explain deposit and loan products and services, and recommend solutions based on customers’ goals and needs. The role builds client relationships through proactive outreach and follow-up, identifies suitable solutions, and maintains working knowledge of consumer and business banking products, services, and digital offerings. It provides a consistent client experience, including greeting clients and processing basic transactions; works collaboratively with branch team members; opens consumer and business accounts; completes service requests; submits credit applications; and educates clients about digital and self-service options. The position requires NMLS registration under the S.A.F.E. Act of 2008 and Regulation Z, including required criminal background and credit checks. The role must be 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.
Must obtain and maintain National Mortgage Licensing System (NMLS) registration under the S.A.F.E. Act of 2008 and Regulation Z, including satisfactory criminal background and credit checks.
Must work from a U.S. Bank location on all scheduled work days.

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 explore and identify customers’ true needs while leveraging a digital-first mindset.
Advanced proficiency in making appropriate recommendations that meet customer needs reactively and proactively.
Experience in the financial services industry is preferred.

Responsibilities

Build and foster client relationships through proactive outreach and follow-up.
Ask questions to learn about clients’ financial needs and banking 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 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 new 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 deliver operational excellence and accuracy.