Sr. Float Relationship Banker - Proctor Branch - Tacoma, WA

U.S. Bancorp
Washington
Workplace: OnsiteFull timeUSD 33.06 - 40.4Function: Banking, Lending & CreditExperience: 5+ yearsEducation: high_schoolSkills: ["Customer service","Relationship building","Interpersonal skills","Communication","Recommendation and needs assessment"]

Build and maintain trusted relationships with consumer and business customers through proactive outreach, follow-up, and multi-channel engagement. Provide personalized counsel by assessing banking needs, opening accounts, processing transactions, completing service requests, and submitting credit applications. Maintain deep knowledge of retail deposit and loan products and educate clients on digital and self-service tools to deliver an accurate, operationally excellent client experience.

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FursaFursa
U.S. Bancorp
U.S. Bancorp
1 day ago

Sr. Float Relationship Banker - Proctor Branch - Tacoma, WA

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Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 11 hours agoStatus: Live

Job Summary

Build and maintain trusted relationships with consumer and business customers through proactive outreach, follow-up, and multi-channel engagement. Provide personalized counsel by assessing banking needs, opening accounts, processing transactions, completing service requests, and submitting credit applications. Maintain deep knowledge of retail deposit and loan products and educate clients on digital and self-service tools to deliver an accurate, operationally excellent client experience.
Location: Washington
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Build and foster client relationships through proactive outreach and follow-up across in-person, appointment, and virtual channels.
  • •Assess customers’ banking needs and banking channel preferences to identify and recommend solutions based on individual goals.
  • •Maintain working knowledge of consumer and business banking products, including digital products and services.
  • •Provide a consistent client experience by greeting clients, processing basic transactions, opening accounts, and completing service requests.
  • •Proactively educate clients on emerging and self-service digital products to help meet their needs and support operational excellence and accuracy.

Pay and Benefits

Salary: USD 33.06 - 40.4
Perks:Health InsuranceDentalVisionLife InsuranceDisability Insurance401kParental LeavePaid LeavePaid Holidays

Key Requirements

  • •High school diploma or equivalent.
  • •Typically 5+ years of job-related retail banking experience (or combination of experience and training).
  • •Maintain National Mortgage Licensing System (NMLS) registration under the S.A.F.E. Act of 2008 and Regulation Z requirements.
  • •Ability to build and foster relationships with clients through proactive outreach and follow-up.
  • •Ability to effectively engage and communicate with clients and provide appropriate recommendations that meet customer needs.
Experience:5+ yearsRetail bankingFinancial services
Education:High School
Skills:Customer serviceRelationship buildingInterpersonal skillsCommunicationRecommendation and needs assessment
Licenses:NMLS registrationS.A.F.E. Act registrationRegulation Z
Tech Stack:NMLSDigital productsSelf-service technologies

Company Brief

U.S. Bancorp
U.S. Bancorp is the parent company of U.S. Bank, providing consumer, business, and institutional banking services including lending, payments, treasury management, wealth management, and merchant solutions across the United States.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Minneapolis, United States
Founded: 1863
Glassdoor
Glassdoor: 3.8
WebsiteLinkedInGlassdoor