Sr Relationship Banker - Green Bay Allouez

U.S. Bank•Green Bay, WI

About The Position

Relationship Bankers build relationships with customers through in-person, appointment-based, and virtual interactions, using a digital-first mindset to provide appropriate financial guidance. They assess customers’ banking needs, obtain and process customer and account information, explain deposit and loan products and services, and recommend solutions tailored to customers’ goals. They also maintain knowledge of consumer and business banking products, including digital offerings, and provide a consistent client experience while handling basic transactions. The role requires NMLS registration under the S.A.F.E. Act of 2008 and Regulation Z, including completion of a criminal background and credit check. 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 five or more years of job-related retail banking experience, or a combination of experience and commensurate training.
  • Must meet and maintain National Mortgage Licensing System (NMLS) registration requirements, including the required criminal background and credit check.

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.
  • 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 explore and identify customers’ true needs while using a digital-first mindset.
  • Bilingual in English and Spanish.
  • Advanced proficiency in making appropriate recommendations that meet customer needs reactively and proactively.
  • Experience in the financial services industry.

Responsibilities

  • Build and foster client relationships through proactive outreach and follow-up, learning about clients’ financial needs and channel preferences.
  • 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 an optimal client experience, including greeting clients and processing basic transactions.
  • Develop collaborative partnerships with branch team members and other 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 client experience and deliver operationally excellent, accurate service.

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 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.
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