Relationship Banker II - Capitol Square Madison (Sign-On Bonus $1,500)

U.S. Bank•Madison, WI

1d•$24 - $29

About The Position

U.S. Bank’s Relationship Banker II builds relationships with customers through in-person, appointment-based, and virtual channels, adapting a digital-first approach to provide banking guidance. The role assesses customers’ banking needs, obtains and processes customer and account information, explains deposit and loan products and services, and recommends solutions tailored to customers’ goals. The banker proactively reaches out to clients and follows up, identifies appropriate solutions for new and existing clients, and maintains knowledge of consumer and business banking products, including digital services. The role provides a consistent client experience by greeting clients, processing basic transactions, opening consumer and business accounts, completing service requests, and submitting credit applications. It also involves educating clients about digital and self-service options, collaborating with branch colleagues, and using available resources and technologies to serve clients accurately and effectively. The 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, and failure to meet or maintain registration requirements may result in rescission of an offer or termination of employment.

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 the 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.
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’ needs using a digital-first mindset.
Advanced proficiency in making appropriate recommendations that meet customers’ needs reactively and proactively.
Experience in the financial services industry.

Responsibilities

Build and foster client relationships through proactive outreach and follow-up.
Learn about clients’ financial needs and preferred banking channels.
Identify and recommend solutions for new and existing clients.
Maintain working knowledge of consumer and business banking products and services, including digital offerings.
Provide an optimal 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 products and self-service technologies.
Use available resources and technologies to optimize the client experience and support operational accuracy.

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.
Sign-on bonus of $1,500.
Incentive and recognition programs.
Equity stock purchase, 401(k) contribution, and pension, subject to eligibility requirements.