Relationship Banker II – Cannon Beach, OR
About The Position
Relationship Bankers build and maintain customer relationships across in-person, appointment-based, and virtual channels, using a digital-first approach to understand customers’ banking needs and recommend solutions. They obtain and process customer and account information, explain deposit and loan products and services, and provide counsel tailored to each customer’s goals. The role includes proactive outreach and follow-up, identifying solutions for new and existing customers, maintaining knowledge of consumer and business banking products—including digital services—and delivering a consistent customer experience. Relationship Bankers greet customers, process basic transactions, open consumer and business accounts, complete service requests, and submit credit applications. They collaborate with branch colleagues and partners, educate customers about digital and self-service tools, and use available resources and technology to serve customers accurately and efficiently. The position requires National Mortgage Licensing System (NMLS) registration under the S.A.F.E. Act of 2008 and Regulation Z. Registration includes criminal background and credit checks; failure to meet or maintain registration requirements may result in an offer being rescinded or employment terminated. The role requires working from a U.S. Bank location on all scheduled workdays.
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 obtain and maintain NMLS registration under the S.A.F.E. Act of 2008 and Regulation Z, including passing required criminal background and credit checks.
Nice To Haves
- Proven ability to build and foster customer relationships through proactive outreach and follow-up.
- Ability to engage and communicate effectively with customers.
- 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 using a digital-first mindset.
- Advanced proficiency in making appropriate recommendations that meet customer needs reactively and proactively.
- Experience in the financial services industry.
- English and Spanish bilingual skills; bilingual applicants are encouraged to apply.
Responsibilities
- Build and foster customer relationships through proactive outreach and follow-up.
- Ask questions and learn about customers’ financial needs and preferred banking channels.
- Identify and recommend solutions for new and existing customers based on their needs.
- Engage and communicate effectively with customers across in-person, appointment-based, and virtual channels.
- Maintain working knowledge of consumer and business banking products and services, including digital products and services.
- Provide a consistent customer experience, greet customers, and process basic transactions.
- Develop collaborative partnerships with branch team members and other partners to serve customers.
- Open consumer and business accounts, complete service requests, and submit credit applications.
- Educate customers about emerging digital products and self-service tools.
- Use available resources and technologies to optimize customer experience and ensure operational accuracy.
Benefits
- Healthcare coverage, including 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, 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
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
