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

U.S. Bank•Medford, OR

3d•Onsite

About The Position

U.S. Bank Relationship Bankers build trusted relationships with customers by assessing their banking needs and providing guidance through in-person, appointment-based, and virtual channels. They use a digital-first mindset to help customers make informed financial decisions, explain available deposit and loan products and services, and recommend solutions aligned with individual goals. The banker builds relationships through proactive outreach and follow-up, learns customers’ financial needs and channel preferences, and provides a consistent client experience that includes greeting customers and processing basic transactions. The role works collaboratively with branch team members and partners, opens consumer and business accounts, completes service requests, submits credit applications, and educates customers about digital and self-service offerings. The banker is expected to use available resources and technology to deliver an accurate, operationally excellent experience. This role 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 of employment. The position 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.

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’ underlying needs while using a digital-first mindset.
Advanced proficiency in making appropriate recommendations that meet customer needs reactively and proactively.
Experience in the financial services industry.

Responsibilities

Build and foster customer relationships through proactive outreach and follow-up.
Assess customers’ banking needs, goals, and channel preferences, and recommend appropriate solutions.
Engage and communicate with customers through in-person, appointment-based, and virtual channels.
Maintain working 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 emerging 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 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, 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 and 401(k) contribution and pension, subject to eligibility requirements.