Bilingual Relationship Banker I & II, Senior Bilingual Relationship Banker

• Build relationships with customers through in-person, appointment-based, and virtual engagement
• 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
• Recommend solutions based on customers’ unique goals and needs
• Conduct proactive outreach and follow-up
• Identify solutions for new and existing clients
• Maintain working knowledge of consumer and business banking products and services, including digital 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
• Educate clients on emerging and self-service digital products and services
• Leverage resources and technologies to optimize client experience and operational accuracy

• High school diploma or equivalent
• Relationship Banker 1: typically less than four years of job-related, retail banking experience or a combination of experience and commensurate training
• Relationship Banker 2: typically a minimum four to five years of job-related, retail banking experience or a combination of experience and commensurate training
• Senior Relationship Banker: typically five or more years of job-related, retail banking experience or a combination of experience and commensurate training
• Bilingual ability to read, write, and speak in business-level proficiency of Spanish and English
• National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z
• Required NMLS registration process includes criminal background and credit checks
• Ability to comply with U.S. Bank policies and procedures, including the Code of Ethics and Business Conduct and workplace conduct and safety policies
• Preferred: ability to build and foster client relationships through proactive outreach and follow-up
• Preferred: ability to effectively engage and communicate with clients
• Preferred: knowledge of bank and branch policies, procedures, and support systems
• Preferred: customer service and interpersonal skills
• Preferred: experience using and demonstrating digital products and self-service technologies
• Preferred: ability to identify customer needs while leveraging a digital-first mindset
• Preferred: proficiency making appropriate customer recommendations
• Preferred: financial services industry experience preferred

Demonstrates expertise in building and maintaining client relationships while effectively assessing and addressing banking needs. Proficient in educating clients on banking products and services, including digital solutions, and ensuring compliance with industry regulations.

• Retail Banking Experience
• Bilingual Proficiency in Spanish and English
• NMLS Registration
• Customer Service Skills
• Digital Product Knowledge

• Customer Needs Assessment
• Account Management
• Transaction Processing
• Credit Application Submission
• Financial Product Education

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

• NMLS Registration

• Consumer Banking
• Business Banking
• Financial Services
• Bank Policies and Procedures

• Digital Banking Products
• Self-Service Technologies