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Relationship Banker I

Jobtailor

Build relationships with customers through in-person, appointment-based, and virtual channels Assess and attend to customers’ banking needs Obtain and process customer and account information Demonstrate and educate clients on deposit and loan products and services Recommend solutions based on customers’ goals and needs Conduct proactive outreach and follow-up with clients Identify solutions for new and existing clients Maintain knowledge of consumer and business banking products and services, including digital products and services Greet clients and process basic transactions Develop collaborative partnerships with branch team members and partners Open new consumer and business accounts Complete service requests and submit credit applications Educate clients on emerging and self-service digital products and services Leverage resources and technologies to optimize client experience and operational accuracy Requirements High school diploma or equivalent Typically has less than four years of job-related, retail banking experience or a combination of experience and commensurate training National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z Required NMLS registration process includes a criminal background and credit check Ability to build and foster relationships with clients through proactive outreach and follow up Ability to effectively engage and communicate with clients Thorough knowledge of applicable bank and branch policies, procedures and support systems Proven customer service and interpersonal skills Experience using and demonstrating digital products and self-service technologies Ability to explore and identify a customer’s true needs while leveraging a digital first mindset Demonstrated basic proficiency in making appropriate recommendations that meet customer needs reactively and proactively Financial services industry experience preferred Ability to comply with U.S. Bank policies and procedures, including the Code of Ethics and Business Conduct and workplace conduct and safety policies Core Competencies Demonstrates strong customer service skills and the ability to build relationships with clients through proactive outreach. Proficient in educating clients on banking products and services, including digital solutions, while ensuring compliance with banking regulations. Highest-signal resume keywords Customer Service Skills NMLS Registration Retail Banking Experience Digital Product Knowledge Relationship Building ATS Optimization Keywords Hard Skills Banking Products Knowledge Account Management Transaction Processing Credit Application Submission Service Request Completion Soft Skills Interpersonal Skills Communication Skills Proactive Outreach Certifications & Qualifications NMLS Registration Industry Keywords Financial Services Consumer Banking Business Banking U.S. Bank Policies Code of Ethics Tools & Technologies Self-Service Technologies Digital Banking Solutions #J-18808-Ljbffr Jobtailor

Vacancy posted 4 days ago
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