Client Relationship Consultant 2 (Banker) - Delafield, WI (Sign-On Bonus $750)

U.S. Bancorp
Wisconsin
Workplace: OnsiteFull timeUSD 20.25 - 24.75Function: Customer Success & Account ManagementEducation: high_schoolSkills: ["Client relationship building","Proactive outreach","Communication","Customer service","Interpersonal skills","Digital-first mindset"]

Build trusted relationships with retail and business customers through proactive outreach, follow-up, and multi-channel engagement (in-person, by appointment, and virtually). Assess customers’ banking needs, gather and process account information, and recommend deposit and loan products aligned to individual goals. Maintain strong knowledge of consumer and business banking and digital self-service offerings, deliver a consistent client experience, and collaborate with branch teams to open accounts and process service requests.

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FursaFursa
U.S. Bancorp
U.S. Bancorp
2 months ago

Client Relationship Consultant 2 (Banker) - Delafield, WI (Sign-On Bonus $750)

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Source: Company careers pageValidated by: Fursa AI
Last checked: 23 days agoStatus: Live

Job Summary

Build trusted relationships with retail and business customers through proactive outreach, follow-up, and multi-channel engagement (in-person, by appointment, and virtually). Assess customers’ banking needs, gather and process account information, and recommend deposit and loan products aligned to individual goals. Maintain strong knowledge of consumer and business banking and digital self-service offerings, deliver a consistent client experience, and collaborate with branch teams to open accounts and process service requests.
Location: Wisconsin
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Build and maintain customer relationships through proactive outreach and follow-up across in-person, by-appointment, and virtual channels.
  • •Assess customer banking needs, gather/process customer and account information, and recommend solutions aligned to customer goals.
  • •Educate clients on available deposit and loan products and emerging/self-service digital offerings to support their financial needs.
  • •Provide an optimal client experience by greeting customers and processing basic transactions and service requests.
  • •Open new consumer and business accounts, submit credit applications, and collaborate with branch team members and partners to serve clients.

Pay and Benefits

Salary: USD 20.25 - 24.75
Perks:Health InsuranceDentalVisionLife Insurance401kPaid LeaveParental LeaveLong-term DisabilityAdoption Assistance

Key Requirements

  • •High school diploma or equivalent.
  • •3 to 4 years of retail banking experience (or combination of experience and commensurate training).
  • •Proven ability to build and foster client relationships through proactive outreach and follow-up.
  • •Ability to effectively engage and communicate with clients, providing strong customer service and interpersonal skills.
  • •Experience using and demonstrating digital products and self-service technologies, with a digital-first mindset.
Experience:Financial services
Education:High School
Skills:Client relationship buildingProactive outreachCommunicationCustomer serviceInterpersonal skillsDigital-first mindset
Certifications:NMLS registration

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
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