Senior Relationship Banker: Trusted Financial Advisor

U.S. Bank; Lake Geneva (WI); On-site; USD 35,000 - 42,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

401(k) and employer-funded retirement

Paid vacation

Up to 11 paid holiday opportunities

Adoption assistance

Sick and Safe Leave accruals

Job summary

U.S. Bank in the United States seeks a Relationship Banker to connect with customers across in-person, by appointment, and virtual channels, delivering tailored financial guidance and a digital-first experience.

You will open consumer and business accounts, process service requests, and educate clients on banking products and digital solutions, while collaborating with branch teams to ensure accurate, high-quality service at every interaction.

Qualifications

• Proven ability to build and foster relationships with clients 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 all retail products and services
• Proven customer service and interpersonal skills
• Experience in participating in sales campaigns/promotions
• Experience with 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 advanced level of proficiency in making appropriate recommendations that meet customer’s needs both reactively and proactively
• Experience in the financial services industry preferred

Responsibilities

• Builds and fosters relationships with clients through proactive outreach and follow up
• Opens new consumer and business accounts, completes service requests and submits credit applications
• Proactively educates clients on emerging and self-service digital products and services to assist with meeting their financial needs
• Leverages available resources and technologies to optimize the client experience and serve our clients with operational excellence and accuracy
• Provides a consistent optimal client experience, including greeting clients and processing basic transactions

Education

High school diploma or equivalent

Job description

U.S. Bank in the United States seeks a Relationship Banker to connect with customers across in-person, by appointment, and virtual channels, delivering tailored financial guidance and a digital-first experience.

You will open consumer and business accounts, process service requests, and educate clients on banking products and digital solutions, while collaborating with branch teams to ensure accurate, high-quality service at every interaction.