Sr. Relationship Banker - Sun City, AZ
About The Position
The Sr. Relationship Banker builds and fosters customer relationships across in-person, appointment-based, and virtual channels, using a digital-first approach to understand and address customers’ banking needs. The role assesses customer goals, obtains and processes customer and account information, explains deposit and loan products and services, and recommends solutions tailored to individual needs. The position provides a consistent client experience while maintaining knowledge of consumer and business banking products, services, and digital tools. It also requires NMLS registration under the S.A.F.E. Act of 2008 and Regulation Z, including completion of required criminal background and credit checks. The role works from a U.S. Bank location on all scheduled work days.
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 criminal background and credit 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 using a digital-first mindset.
- Advanced proficiency in making appropriate recommendations that meet customer needs reactively and proactively.
- Financial services industry experience preferred.
Responsibilities
- Build and foster client relationships through proactive outreach and follow-up, learning about financial needs and banking-channel preferences.
- Identify and communicate suitable solutions for new and existing clients.
- Maintain working knowledge of consumer and business banking products and services, including digital offerings.
- Greet clients, process basic transactions, and provide a consistent client experience.
- 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 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 insurance.
- 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.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
High school or GED
