Sr Relationship Banker - Lake Geneva, WI

U.S. Bank•Lake Geneva, WI

About The Position

Relationship Bankers build relationships with customers through in-person, appointment-based, and virtual channels, providing counsel while adopting a digital-first mindset. They assess customers’ banking needs, obtain and process customer and account information, explain deposit and loan products and services, and recommend solutions aligned with each customer’s goals. The role fosters client relationships through proactive outreach and follow-up, identifies customer needs and banking channel preferences, and provides a consistent client experience. It also includes greeting clients, processing basic transactions, opening consumer and business accounts, completing service requests, and submitting credit applications. Bankers collaborate with branch team members and partners, maintain knowledge of consumer and business banking products and digital services, and educate clients about self-service technologies. The position requires NMLS registration under the S.A.F.E. Act of 2008 and Regulation Z, including the required criminal background and credit checks.

Requirements

High school diploma or equivalent.
Typically five or more years of job-related retail banking experience, or a combination of experience and commensurate training.
Must meet and maintain NMLS registration requirements under the S.A.F.E. Act of 2008 and Regulation Z, including required criminal background and credit checks.

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

Responsibilities

Build and foster customer relationships through proactive outreach and follow-up.
Learn customers’ financial needs and banking channel preferences.
Identify and recommend solutions for new and existing customers.
Maintain knowledge of consumer and business banking products and services, including digital offerings.
Provide a consistent client experience, including greeting customers and processing basic transactions.
Collaborate with branch team members and partners to serve customers.
Open consumer and business accounts, complete service requests, and submit credit applications.
Educate customers about digital products and self-service technologies.
Use available resources and technologies to optimize the customer experience and ensure operational accuracy.

Benefits

Healthcare coverage, including medical, dental, and vision.
Basic 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 holidays.
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.