Sr. Float Relationship Banker - Medford, OR (Multiple Locations)

U.S. Bank•Medford, OR

5d•$27 - $33•Onsite

About The Position

U.S. Bank Relationship Bankers build customer relationships and provide financial guidance through in-person, appointment-based, and virtual interactions, using 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 tailored to customers’ goals. The Sr. Float Relationship Banker works across multiple locations, building and fostering client relationships through proactive outreach and follow-up. The role serves new and existing clients, performs basic transactions, opens consumer and business accounts, completes service requests, submits credit applications, and educates clients about digital and self-service tools. The banker collaborates with branch team members and partners and uses available resources and technologies to provide an accurate, consistent client experience. This position requires National Mortgage Licensing System (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 rescission of an offer or termination. The role requires working from a U.S. Bank location for 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.
Must obtain and maintain National Mortgage Licensing System (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 for all scheduled work days.

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.
Advanced proficiency in making appropriate recommendations that meet customer needs reactively and proactively.
Financial services industry experience preferred.

Responsibilities

Build and foster client relationships through proactive outreach and follow-up, learning about 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 services and technologies.
Use available resources and technologies to optimize the client experience and deliver 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 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, 401(k) contribution, and pension, subject to eligibility requirements.