Relationship Banker II – ID-Payette
About The Position
Relationship Bankers build customer relationships through in-person, appointment-based, and virtual interactions, adapting a digital-first mindset to provide appropriate financial 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 each customer’s goals. The role includes proactive outreach and follow-up, maintaining knowledge of consumer and business banking products—including digital offerings—and providing a consistent client experience. Relationship Bankers handle 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 teammates and partners and 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. The registration process includes a criminal background and credit check. The role requires working from 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.
- Ability to meet and maintain NMLS registration requirements, including a satisfactory criminal and credit record.
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.
- Financial services industry experience preferred.
Responsibilities
- Build and foster client relationships through proactive outreach and follow-up.
- Ask questions and learn about clients’ financial needs and preferred banking channels.
- 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 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 support operational excellence and accuracy.
Benefits
- Medical, dental, and vision healthcare
- 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 of 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
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
