Sr Relationship Banker

US Bank; Canal Winchester (OH); On-site; USD 48,000 - 76,000; Full time

Benefits offered by this job

Healthcare

401(k)

Paid vacation

Job summary

U.S. Bank in Canal Winchester, OH seeks a Relationship Banker to engage customers across in-person, appointment, and digital channels, delivering tailored financial guidance and promoting deposit and loan products.

You will open consumer and business accounts, handle service requests, and educate clients on digital tools while collaborating with branch teams to ensure a seamless, compliant client experience.

Qualifications

• Minimum education: high school diploma or equivalent.
• Experience in retail banking or similar customer-facing roles is typical.

Responsibilities

• Builds relationships with clients via in-person, appointment, and digital channels.
• Opens new consumer accounts and processes service requests.
• Educates clients on digital self-service tools and available products.
• Collaborates with branch team members to serve clients with accuracy and excellence.

Skills

Relationship-building

Customer service

Communication

Digital banking

Sales campaigns

Education

High school diploma or equivalent

Tools

Banking software

CRM systems

Job description

At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in its potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One.

Job Description

Relationship Bankers build relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually to provide the best possible counsel while adapting a digital first mindset. Strong client relationships are based on trust, assessing and attending to customers' banking needs, obtaining and processing customer and account information, demonstrating and educating clients on available deposit and loan products and services, and recommending solutions based on each customer's unique goals and needs.

Builds and fosters relationships with clients through proactive outreach and follow up, asking questions and learning about their financial needs, and banking channel preferences. Identifies solutions for new and existing clients based on their needs by effectively engaging and communicating with clients. Maintains a working knowledge of consumer and business banking products and services including digital products and services. Provides a consistent optimal client experience, including greeting clients and processing basic transactions. Develops collaborative partnerships with branch team members and partners to best serve clients. 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.

This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z. You will be subject to the required registration process, which includes a criminal background and credit check. Failure to meet or maintain any of the NMLS registration requirements, including maintaining a satisfactory criminal and credit record, may result in a rescission of your offer or termination of employment.

Basic Qualifications

• High school diploma or equivalent
• Typically has five or more years of job-related, retail banking experience or a combination of experience and commensurate training

Preferred Skills/Experience

• 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

Benefits:

• Healthcare (medical, dental, vision)
• Basic term and optional term life insurance
• Short-term and long-term disability
• Pregnancy disability and parental leave
• 401(k) and employer-funded retirement plan
• Paid vacation (from two to five weeks depending on salary grade and tenure)
• Up to 11 paid holiday opportunities
• Adoption assistance
• Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
• Review our full benefits available by employment status here .

U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.

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