Sr Relationship Banker - Green Bay Allouez

U.S. Bank•Green Bay, WI

2d•$27 - $33

About The Position

Relationship Bankers build relationships with customers through in-person, appointment-based, and virtual interactions, using a digital-first mindset to provide counsel and address customers’ banking needs. They establish trust, obtain and process customer and account information, explain deposit and loan products and services, and recommend solutions based on each customer’s goals. The role builds relationships through proactive outreach and follow-up, identifies solutions for new and existing clients, and maintains knowledge of consumer and business banking products, including digital services. It provides a consistent client experience by greeting clients and processing basic transactions; opening consumer and business accounts; completing service requests; and submitting credit applications. The banker also educates clients about digital and self-service options, works collaboratively with branch team members and partners, and uses resources and technology to serve clients accurately and with operational excellence. The position requires National Mortgage Licensing System (NMLS) registration under the S.A.F.E. Act of 2008 and Regulation Z, including a criminal background and credit check. Failure to meet or maintain registration requirements may result in withdrawal of an offer or termination of employment.

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 passing the required criminal background and credit check.

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

Responsibilities

Build and foster client relationships through proactive outreach and follow-up.
Ask questions to understand clients’ financial needs and banking channel preferences.
Identify and recommend solutions for new and existing clients by engaging and communicating effectively.
Maintain working knowledge of consumer and business banking products and services, including digital products and services.
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 technologies.
Use available resources and technologies to optimize client experience and provide accurate, operationally excellent service.

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 plan.
401(k) contribution and pension, subject to eligibility requirements.