Relationship Banker 2 - Woodcreek Oaks Safeway - Roseville, CA (35hrs)

U.S. Bank•Roseville, CA

5d•Onsite

About The Position

Relationship Bankers build customer relationships through face-to-face conversations and proactive engagement, providing counsel based on customers’ banking needs and preferences. The role involves assessing customer needs, obtaining and processing customer and account information, educating customers about deposit and loan products and services, and recommending financial solutions aligned with their goals. Relationship Bankers also originate and close consumer loans, open accounts, and open and/or close the branch. 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 criminal background and credit checks. Failure to meet or maintain NMLS registration requirements may result in a rescinded offer or termination of employment. The role requires working from a U.S. Bank location on all scheduled workdays. The listed pay range is $26.92–$36.54. The position is identified as 35 hours per week.

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.
Must obtain and maintain NMLS registration under the S.A.F.E. Act of 2008 and Regulation Z, including meeting criminal background and credit check requirements.
Work from a U.S. Bank location on all scheduled workdays.

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 customers’ needs reactively and proactively.
Financial services industry experience preferred.

Responsibilities

Build and foster client relationships through proactive outreach and follow-up, asking questions, and learning clients’ financial needs and preferred banking channels.
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 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 to help meet their financial needs.
Use available resources and technologies to optimize the client experience and deliver operational excellence and accuracy.
Originate and close consumer loans.
Open and/or close the branch.

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 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, 401(k) contribution, and pension, subject to eligibility requirements.