Sr. Relationship Banker - South Tryon

U.S. Bank•Charlotte, NC

3d•$27 - $33

About The Position

Relationship Bankers build relationships with customers through in-person, appointment-based, and virtual channels, using a digital-first mindset to provide banking guidance. They assess customers’ banking needs, gather and process customer and account information, explain deposit and loan products and services, and recommend solutions aligned with individual goals. The role includes proactive outreach and follow-up, identifying customer needs and channel preferences, maintaining knowledge of consumer and business banking products—including digital services—and delivering a consistent client experience. Relationship Bankers process basic transactions, open consumer and business accounts, complete service requests, submit credit applications, educate clients about digital and self-service options, and collaborate with branch colleagues and partners. They use available resources and technology to provide accurate service and 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 rescission 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.
Ability to obtain and maintain NMLS registration, including meeting required criminal background and credit-check requirements.

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’ 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.
Business-level ability to read, write, and speak French and English.

Responsibilities

Build and foster customer relationships through proactive outreach and follow-up.
Ask questions to understand customers’ financial needs and banking channel preferences.
Identify and recommend solutions for new and existing clients based on their needs.
Engage and communicate effectively with clients across 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 clients and processing basic transactions.
Collaborate with branch team members and partners to serve clients.
Open consumer and business accounts, complete service requests, and submit credit applications.
Educate clients about digital and self-service products and services.
Use available resources and technologies to optimize client experience and deliver 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.
Pension.