Float Sr. Relationship Banker - Medford, OR

About the role

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. This role requires working from a U.S. Bank location for all scheduled work days.

Responsibilities

• 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.
• Assess and attend to customers’ banking needs, obtain and process customer and account information, demonstrate and educate clients on available deposit and loan products and services, and recommend solutions based on each customer’s unique goals and needs.
• Build and foster relationships with clients through proactive outreach and follow up, asking questions and learning about their financial needs and banking channel preferences.
• Identify solutions for new and existing clients based on their needs by effectively engaging and communicating with clients.
• Maintain a working knowledge of consumer and business banking products and services including digital products and services.
• Provide a consistent optimal client experience, including greeting clients and processing basic transactions.
• Develop collaborative partnerships with branch team members and partners to best serve clients.
• Open new consumer and business accounts, complete service requests and submit credit applications.
• Proactively educate clients on emerging and self-service digital products and services to assist with meeting their financial needs.
• Leverage available resources and technologies to optimize the client experience and serve clients with operational excellence and accuracy.

Requirements

• 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

Skills

• 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