Relationship Banker II - East Towne Madison

U.S. Bank•Madison, WI

About The Position

Relationship Bankers build and foster customer relationships through in-person, appointment-based, and virtual interactions, using a digital-first mindset to provide banking guidance tailored to customers’ needs and goals. They assess banking needs, obtain and process customer and account information, explain deposit and loan products and services, and recommend appropriate solutions. The role includes proactive outreach and follow-up, maintaining knowledge of consumer and business banking products and digital services, and delivering a consistent client experience that includes greeting customers and processing basic transactions. Relationship Bankers partner with branch colleagues, open consumer and business accounts, complete service requests, submit credit applications, and educate clients about digital and self-service options. They use available resources and technologies to serve clients accurately and with operational excellence. This position requires National Mortgage Licensing System (NMLS) registration under the S.A.F.E. Act of 2008 and Regulation Z. Registration includes a criminal background and credit check; failure to satisfy or maintain registration requirements may result in an offer being rescinded or employment being terminated.

Requirements

High school diploma or equivalent.
Typically less than four years of job-related retail banking experience, or a combination of experience and commensurate training.
Must obtain and maintain NMLS registration under the S.A.F.E. Act of 2008 and Regulation Z, including satisfying 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 effectively engage and communicate with clients.
Thorough knowledge of applicable bank and branch policies, procedures, and support systems.
Proven customer service and interpersonal skills.
Experience using and demonstrating digital products and self-service technologies.
Ability to explore and identify customers’ needs while using a digital-first mindset.
Basic 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 clients’ financial needs and banking channel preferences.
Engage and communicate with clients to identify solutions for new and existing customers.
Assess customer needs and recommend appropriate deposit, loan, and other banking products and services.
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 digital and self-service products and services.
Use available resources and technologies to optimize the client experience and ensure accuracy and operational excellence.

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 an 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.