About The Position

The Float Senior Relationship Banker builds and strengthens customer relationships while providing flexible support across multiple U.S. Bank branch locations in Clackamas, Happy Valley, and Portland, Oregon. The role serves customers through in-person interactions, scheduled appointments, and virtual channels, providing trusted financial guidance with a digital-first mindset. The experienced banker adapts to different branch environments, fills staffing needs, shares best practices, and coaches and supports less experienced bankers on the job. The role involves identifying banking solutions for new and existing customers, maintaining knowledge of consumer and business banking products and services, opening accounts, completing service requests, and submitting credit applications. The banker educates customers about digital and self-service tools and uses available resources and technologies to deliver an accurate, consistent customer experience with operational excellence. The position requires NMLS registration under the S.A.F.E. Act of 2008 and Regulation Z. Registration includes criminal background and credit checks; failure to meet or maintain registration requirements may result in a rescinded offer or termination. This role requires working from a U.S. Bank location on all scheduled work days.

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.
  • Ability to obtain and maintain NMLS registration under the S.A.F.E. Act of 2008 and Regulation Z, including required criminal background and credit checks.
  • Must work from a U.S. Bank location on all scheduled work days.

Nice To Haves

  • Proven ability to build and foster customer relationships through proactive outreach and follow-up.
  • Ability to effectively engage and communicate with customers.
  • 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.
  • Advanced proficiency in making appropriate recommendations that meet customer needs reactively and proactively.
  • Financial services industry experience.

Responsibilities

  • Build and foster customer relationships through proactive outreach and follow-up, learning customers’ financial needs and channel preferences.
  • Identify and communicate appropriate solutions for new and existing customers.
  • Maintain working knowledge of consumer and business banking products and services, including digital offerings.
  • Provide a consistent customer experience, including greeting customers and processing basic transactions.
  • Develop collaborative partnerships with branch team members and other partners to serve customers.
  • Open consumer and business accounts, complete service requests, and submit credit applications.
  • Educate customers about digital and self-service products and services.
  • Use available resources and technologies to optimize the customer experience and ensure operational accuracy.
  • Provide flexible support across branch locations, fill staffing needs, share best practices, and coach less experienced bankers.

Benefits

  • Healthcare, including medical, dental, and vision coverage.
  • 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 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.
© 2026 Teal Labs, Inc
Privacy PolicyTerms of Service