Sr Relationship Banker - Lake Geneva, WI

U.S. Bank•Lake Geneva, WI

8d•$25 - $31

About The Position

Relationship Bankers build and maintain client relationships through in-person, appointment-based, and virtual channels, using a digital-first mindset to provide banking guidance tailored to customers’ goals and needs. The role involves assessing banking needs, obtaining and processing customer and account information, explaining deposit and loan products and services, and recommending appropriate solutions. The banker proactively contacts clients and follows up, learns their financial needs and channel preferences, and provides a consistent client experience that includes greeting clients and processing basic transactions. Responsibilities also include opening consumer and business accounts, completing service requests, submitting credit applications, educating clients about digital and self-service tools, and partnering with branch colleagues. The role requires operational accuracy and a working knowledge of consumer and business banking products, services, policies, procedures, and support systems. The 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 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 meeting applicable 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 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 client relationships through proactive outreach and follow-up.
Ask questions and learn about clients’ financial needs and banking channel preferences.
Identify and communicate solutions for new and existing clients based on their needs.
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 consumer and business accounts, complete service requests, and submit credit applications.
Educate clients about digital products and self-service technologies.
Use available resources and technologies to optimize the client experience and ensure 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.