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Float Relationship Banker

Jobtailor

Build relationships with customers through face-to-face engagement and provide financial counsel Assess and attend to customers’ banking needs Obtain and process customer and account information Educate clients on deposit and loan products and services Recommend financial solutions based on customers’ goals and needs Originate and close consumer loans Open accounts and open and/or close the branch Build relationships through proactive outreach and follow-up Identify solutions for new and existing clients Maintain knowledge of consumer and business banking products, services and digital offerings Greet clients and process basic transactions Develop collaborative partnerships with branch team members and partners Open consumer and business accounts, complete service requests and submit credit applications Educate clients on emerging and self-service digital products Leverage resources and technologies to optimize client experience and operational accuracy Requirements High school diploma or equivalent Relationship Banker 2: Typically has a minimum four to five years of job-related, retail banking experience or a combination of experience and commensurate training Senior Relationship Banker: Typically has five or more years of job-related, retail banking experience or a combination of experience and commensurate training Relationship Banker 2: Proven ability to build and foster relationships with clients through proactive outreach and follow up Ability to effectively engage and communicate with clients Thorough or advanced knowledge of applicable bank and branch policies, procedures and support systems Thorough knowledge of all retail products and services Proven customer service and interpersonal skills Experience in participating in sales campaigns/promotions Experience using and demonstrating digital products and self-service technologies Ability to identify customers’ needs while leveraging a digital-first mindset Advanced proficiency in making appropriate customer recommendations NMLS registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z Required criminal background and credit check Ability to comply with U.S. Bank policies, procedures, Code of Ethics and workplace conduct and safety policies Core Competencies Demonstrates advanced knowledge of retail banking products and services, with a strong ability to build relationships and provide tailored financial solutions. Proficient in utilizing digital products and self-service technologies to enhance customer experience and operational efficiency. Highest-signal resume keywords Retail Banking Experience Customer Relationship Management Digital Product Knowledge NMLS Registration Customer Service Skills Hard Skills Consumer Loan Origination Account Opening and Closing Financial Counseling Sales Campaign Participation Customer Needs Assessment Soft Skills Interpersonal Skills Effective Communication Proactive Outreach Certifications & Qualifications NMLS Registration Industry Keywords Bank Policies Branch Procedures Retail Products and Services Client Engagement Operational Accuracy Tools & Technologies Self-Service Technologies Digital Banking Products #J-18808-Ljbffr Jobtailor

Vacancy posted 2 days ago
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