Relationship Banker 1 - Lakeview East

U.S. Bank•Chicago, IL

10d•Onsite

About The Position

Relationship Bankers build relationships with customers through in-person, appointment-based, and virtual interactions, using a digital-first mindset to provide counsel and respond to banking needs. They assess customers’ goals, obtain and process customer and account information, explain deposit and loan products and services, and recommend solutions tailored to each customer. The role includes proactively reaching out to clients and following up, maintaining knowledge of consumer and business banking products and services, providing a consistent client experience, and processing basic transactions. Relationship Bankers collaborate with branch team members, 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 deliver accurate, operationally excellent service. The position requires National Mortgage Licensing System (NMLS) registration under the S.A.F.E. Act of 2008 and Regulation Z, including 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 less than four years of job-related retail banking experience, or a combination of experience and commensurate training.
Ability to obtain and maintain NMLS registration, including satisfactory criminal and credit checks.
Must 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.
Proven customer service and interpersonal skills.
Experience using and demonstrating digital products and self-service technologies.
Ability to explore and identify customers’ true needs while leveraging a digital-first mindset.
Basic 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, follow-up, questions, and learning about financial needs and banking channel preferences.
Identify solutions for new and existing clients by engaging and communicating effectively.
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 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.
Meet NMLS registration requirements under the S.A.F.E. Act of 2008 and Regulation Z.

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 program.
Pension, subject to eligibility requirements.