Senior Relationship Banker

U.S. Bank•Bedford, OH

5d•$27 - $33

About The Position

Relationship Bankers build relationships with customers through in-person, appointment-based, and virtual interactions, adapting a digital-first mindset to provide appropriate counsel. They assess and attend to customers’ banking needs, obtain and process customer and account information, educate clients about deposit and loan products and services, and recommend solutions based on each customer’s goals and needs. The role includes proactively reaching out to clients and following up, identifying solutions for new and existing clients, maintaining knowledge of consumer and business banking products and digital services, and providing a consistent client experience that includes greeting clients and processing basic transactions. The Senior Relationship Banker partners with branch team members, opens consumer and business accounts, completes service requests, submits credit applications, and educates clients about digital and self-service options. The role also requires NMLS registration under the S.A.F.E. Act of 2008 and Regulation Z, including a criminal background and credit check.

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

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

Responsibilities

Build and foster client relationships through proactive outreach and follow-up, learning clients’ financial needs and banking 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 offerings.
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 digital products and self-service options.
Use available resources and technologies to optimize the client experience and ensure operational excellence and accuracy.

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.