Relationship Banker II - Stevens Point

U.S. Bank•Stevens Point, WI

About The Position

At U.S. Bank, Relationship Bankers build customer relationships through in-person, appointment-based, and virtual interactions, using a digital-first approach to provide banking guidance. They assess customers’ needs, obtain and process customer and account information, explain deposit and loan products and services, and recommend solutions that support customers’ individual financial goals. This role includes proactive client outreach and follow-up, delivering a consistent customer experience, and working collaboratively with branch colleagues and partners. It also requires NMLS registration under the S.A.F.E. Act of 2008 and Regulation Z, including a criminal background and credit check; failure to meet or maintain registration requirements may result in an offer being rescinded or employment being terminated.

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 meeting criminal background and credit check requirements.

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’ underlying needs while applying a digital-first mindset.
Advanced proficiency in making appropriate recommendations that meet customer needs proactively and reactively.
Financial services industry experience preferred.

Responsibilities

Build and foster client relationships through proactive outreach, follow-up, questions, and learning about clients’ financial needs and channel preferences.
Identify solutions for new and existing clients by engaging and communicating effectively with them.
Maintain working knowledge of consumer and business banking products and services, including digital offerings.
Provide a consistent client experience by greeting clients and processing basic transactions.
Develop collaborative partnerships with branch team members and partners to serve clients.
Open 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.
Obtain and process customer and account information, demonstrate and explain available deposit and loan products and services, and recommend solutions based on client needs.

Benefits

Healthcare coverage, including medical, dental, and vision.
Basic term and optional term life insurance.
Short-term and long-term disability insurance.
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.
Incentive and recognition programs.
Equity stock purchase.
Pension.