Relationship Banker 1 – Burlingame - Portland, OR

U.S. Bank•Portland, OR

4d•Onsite

About The Position

Relationship Bankers build relationships with customers through in-person, appointment-based, and virtual interactions, providing counsel while using a digital-first mindset. They assess and address customers’ banking needs, obtain and process customer and account information, explain deposit and loan products and services, and recommend solutions based on each customer’s goals. The role includes proactive client outreach and follow-up, maintaining knowledge of consumer and business banking products and digital services, greeting clients and processing basic transactions, opening accounts, completing service requests, and submitting credit applications. Relationship Bankers work collaboratively with branch team members and educate clients about digital and self-service options while delivering an accurate, consistent client experience. The position is based at the U.S. Bank location at 7300 SW Terwilliger Blvd, Portland, Oregon 97219, and requires working at a U.S. Bank location on all scheduled workdays. NMLS registration is required 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 registration requirements may result in rescission of an offer or termination of employment.

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.
NMLS registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z, including meeting applicable background and credit requirements.

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.
Experience in the financial services industry.
Bilingual English and Spanish; bilingual applicants are encouraged to apply.

Responsibilities

Build and foster client relationships through proactive outreach and follow-up, learning about clients’ financial needs and banking channel preferences.
Identify and recommend solutions for new and existing clients based on their needs, communicating effectively and using a digital-first mindset.
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.
Use available resources and technologies to optimize the client experience and deliver operationally excellent, accurate service.
Maintain the NMLS registration required for the role under the S.A.F.E. Act and Regulation Z.

Benefits

Healthcare coverage, including medical, dental, and vision.
Basic term and optional term life insurance.
Short-term and long-term disability coverage.
Pregnancy disability and parental leave.
401(k) and an 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 and 401(k) contribution and pension, subject to eligibility requirements.