Sr. Float Relationship Banker - Bend, OR
About The Position
At U.S. Bank, the Sr. Float Relationship Banker builds relationships with customers and engages them in person, by appointment, and virtually to provide counsel with a digital-first mindset. The role assesses and addresses customers’ banking needs, obtains and processes customer and account information, demonstrates and explains deposit and loan products and services, and recommends solutions tailored to each customer’s goals and needs. The position requires willingness to work occasionally at other nearby locations. It also requires National Mortgage Licensing Service (NMLS) registration under the S.A.F.E. Act of 2008 and Regulation Z, with ongoing compliance with applicable legal and regulatory requirements, including maintaining a satisfactory criminal and credit record.
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.
- NMLS registration under the S.A.F.E. Act of 2008 and Regulation Z, with ongoing compliance with applicable registration requirements.
- Maintain a satisfactory criminal and credit record for regulatory registration requirements.
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 applying a digital-first mindset.
- Advanced proficiency in making appropriate recommendations to meet customers’ needs reactively and proactively.
- Financial services industry experience.
Responsibilities
- Build and foster customer relationships through engagement across in-person, appointment-based, and virtual channels.
- Assess and address customers’ banking needs and process customer and account information.
- Demonstrate and educate customers about available deposit and loan products and services.
- Recommend banking solutions based on customers’ individual goals and needs, using a digital-first mindset.
- Work at other nearby locations on occasion.
- Maintain required NMLS registration and comply with applicable legal and regulatory registration requirements.
Benefits
- Medical, dental, and vision healthcare coverage.
- 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 plan.
- Pension.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
High school or GED
