Sr. Relationship Banker - South Tryon

U.S. Bank • Charlotte, NC

1d

About The Position

Relationship Bankers build relationships with customers through in-person, appointment-based, and virtual interactions, adapting a digital-first mindset to provide appropriate counsel. They assess customers’ banking needs, obtain and process customer and account information, explain deposit and loan products and services, and recommend solutions based on customers’ individual goals.

The role develops relationships through proactive outreach and follow-up, identifies solutions for new and existing clients, and provides a consistent client experience, including greeting clients and processing basic transactions. Relationship Bankers work with branch teammates and partners, open consumer and business accounts, complete service requests, submit credit applications, and educate clients about digital and self-service tools. They use available resources and technologies to deliver accurate, operationally excellent service.

The position requires National Mortgage Licensing System (NMLS) registration under the S.A.F.E. Act of 2008 and Regulation Z. Registration includes 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.
• Must meet and maintain National Mortgage Licensing System (NMLS) registration requirements 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 explore and identify customers’ true needs while using a digital-first mindset.
• Demonstrated advanced proficiency in making appropriate recommendations that meet customer needs reactively and proactively.
• Experience in the financial services industry.
• Business-level proficiency in reading, writing, and speaking French and English.

Responsibilities

• Build and foster client relationships through proactive outreach and follow-up, learning about clients’ financial needs and banking channel preferences.
• Engage and communicate effectively with clients to identify solutions for new and existing clients.
• 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 consumer and business accounts, complete service requests, and submit credit applications.
• Educate clients about digital and self-service products and services.
• Leverage available resources and technologies to optimize client experience and provide accurate, operationally excellent service.
• Assess clients’ banking needs, process customer and account information, explain products and services, and recommend solutions aligned with client goals.

Benefits

• Healthcare (medical, dental, and vision)
• Basic term and optional term life insurance
• Short-term and long-term disability
• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: High school or GED