Relationship Banker II - UT-Roy Office (38hrs)

U.S. Bank • Roy, UT

6d • Onsite

About The Position

Relationship Bankers build relationships with customers through in-person, appointment-based, and virtual interactions, providing counsel with a digital-first mindset. They assess customers’ banking needs, obtain and process customer and account information, explain deposit and loan products and services, and recommend solutions based on customers’ goals. 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 clients and processing basic transactions.

Relationship Bankers collaborate with branch team members and partners, 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 support an accurate, operationally excellent client experience.

The position requires National Mortgage Licensing System (NMLS) registration under the S.A.F.E. Act of 2008 and Regulation Z. The registration process includes criminal background and credit checks; failure to meet or maintain registration requirements may result in an offer being rescinded or employment being terminated. This role requires working from a U.S. Bank location on all scheduled work days.

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 NMLS registration requirements, including satisfactory criminal background and credit checks.
• Work from a U.S. Bank location for all scheduled work days.

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 leveraging 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.
• Identify and communicate 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 a consistent 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 ensure operational excellence and accuracy.
• Obtain and process customer and account information, and demonstrate and explain deposit and loan products and services.
• Complete the required NMLS registration and maintain its requirements.

Benefits

• Healthcare (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 (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
• Pension

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED