Relationship Banker

Jobtailor; Topeka (KS); On-site; USD 36,000 - 52,000; Full time

Job summary

Jobtailor in Topeka, KS seeks a customer-focused Banking Associate to build relationships with clients across in-person, appointment-based, and digital channels. You will assess needs, educate on products, open accounts, process transactions, and support credit applications while complying with NMLS and bank policies.

The role emphasizes proactive outreach, excellent communication, and teamwork within the branch, with opportunities to grow in consumer and business banking products.

Qualifications

• High school diploma or equivalent required.
• NMLS registration required under S.A.F.E. Act.
• Background and credit check for NMLS.
• Experience in customer service or retail banking is preferred.

Responsibilities

• Build relationships with customers through in-person, appointment-based, virtual, and multi-channel engagement.
• Assess customers’ banking needs and provide counsel based on their goals.
• Obtain and process customer and account information.
• Demonstrate and educate clients on deposit, loan, digital, and self-service products and services.
• Recommend solutions for new and existing clients.
• Conduct proactive outreach and follow-up.
• Maintain knowledge of consumer and business banking 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.
• Leverage resources and technologies to optimize client experience and operational accuracy.

Skills

Client Relationship Building

Effective Communication

Proactive Outreach

Interpersonal Skills

Education

High school diploma or equivalent

Job description

• Build relationships with customers through in-person, appointment-based, virtual, and multi-channel engagement
• Assess customers’ banking needs and provide counsel based on their goals
• Obtain and process customer and account information
• Demonstrate and educate clients on deposit, loan, digital, and self-service products and services
• Recommend solutions for new and existing clients
• Conduct proactive outreach and follow-up
• Maintain knowledge of consumer and business banking 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
• 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
• 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
• Proven ability to build and foster client relationships 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 identify customer needs while leveraging a digital-first mindset
• Basic proficiency in making appropriate recommendations that meet customer needs
• Experience in the financial services industry preferred
• Ability to comply with U.S. Bank policies, procedures, Code of Ethics and Business Conduct, and workplace conduct and safety policies

Core Competencies

Demonstrates strong customer service and interpersonal skills while effectively engaging clients to assess their banking needs. Proficient in utilizing digital products and self-service technologies to enhance client experience and operational accuracy.

Highest-signal resume keywords

• NMLS Registration
• Retail Banking Experience
• Customer Relationship Management
• Digital Product Demonstration
• Financial Services Knowledge

ATS Optimization Keywords

Hard Skills

• Banking Needs Assessment
• Account Information Processing
• Transaction Processing
• Service Request Completion
• Credit Application Submission

Soft Skills

• Client Relationship Building
• Effective Communication
• Proactive Outreach
• Interpersonal Skills

Certifications & Qualifications

• NMLS Registration

Industry Keywords

• Consumer Banking
• Business Banking
• Bank Policies
• Code of Ethics
• Workplace Conduct

Tools & Technologies

• Digital Banking Products
• Self-Service Technologies