Relationship Banker: Personal Finance Advisor

U.S. Bank; Racine (WI); On-site; USD 28,000 - 34,000; Full time

Benefits offered by this job

Healthcare benefits

Retirement plan

Paid vacation

Job summary

U.S. Bank seeks a Relationship Banker to engage customers in-branch and advise on banking solutions, deposits, and lending needs. You will assess client goals, gather and process account information, and provide tailored financial guidance.

Responsibilities include originating consumer loans, opening/closing accounts, and educating clients on available products and digital tools. Experience in retail banking and adherence to NMLS regulations are essential.

Qualifications

• NMLS registration required under SAFÉ Act and Regulation Z, plus ongoing regulatory compliance.
• High school diploma or equivalent required.
• Less than four years of job-related retail banking experience or equivalent training.

Responsibilities

• Build relationships with customers through face-to-face engagement and counseling.
• Originate and close consumer loans and open/close accounts.
• Educate clients on deposit and loan products and services; recommend financial solutions.

Skills

Passion, commitment, drive to deliver.

Effective client communication

Learn and adapt to new information

Digital technology usage

Problem-solving

Education

High school diploma or equivalent

Job description

U.S. Bank seeks a Relationship Banker to engage customers in-branch and advise on banking solutions, deposits, and lending needs. You will assess client goals, gather and process account information, and provide tailored financial guidance.

Responsibilities include originating consumer loans, opening/closing accounts, and educating clients on available products and digital tools. Experience in retail banking and adherence to NMLS regulations are essential.