Client Relationship Consultant 3 (Banker) - Taos, NM

U.S. Bancorp
United States
Workplace: OnsiteFull timeFunction: Customer Success & Account ManagementExperience: 4-5 yearsEducation: high_schoolSkills: ["Customer service","Interpersonal skills","Relationship building","Proactive outreach","Communication"]

Build trusted relationships with consumer and business customers through proactive outreach across in-person, by-appointment, and virtual channels. Assess customer banking needs, process account information and basic transactions, educate customers on deposit and loan products, and recommend solutions aligned to individual goals. Maintain product knowledge (including digital and self-service technologies), open accounts, complete service requests, and submit credit applications while partnering with branch teams to deliver an excellent client experience.

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FursaFursa
U.S. Bancorp
U.S. Bancorp
1 month ago

Client Relationship Consultant 3 (Banker) - Taos, NM

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 20 days agoStatus: Live

Job Summary

Build trusted relationships with consumer and business customers through proactive outreach across in-person, by-appointment, and virtual channels. Assess customer banking needs, process account information and basic transactions, educate customers on deposit and loan products, and recommend solutions aligned to individual goals. Maintain product knowledge (including digital and self-service technologies), open accounts, complete service requests, and submit credit applications while partnering with branch teams to deliver an excellent client experience.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Engage customers via in-person, by appointment, and virtual channels to deliver best-possible counsel using a digital-first mindset.
  • •Assess banking needs, obtain and process customer/account information, and recommend deposit and loan solutions aligned to customer goals.
  • •Open new consumer and business accounts, complete service requests, and submit credit applications.
  • •Educate customers on emerging and self-service digital products to support their financial needs.
  • •Partner with branch team members and others to optimize the client experience with operational excellence and accuracy.

Pay and Benefits

Perks:Health InsuranceDentalVision401kRetirementPaid LeaveLife InsuranceDisability InsuranceParental LeaveHoliday Pay

Key Requirements

  • •High school diploma or equivalent.
  • •Typically 4 to 5 years of job-related retail banking experience, or a combination of experience and commensurate training.
  • •Proven ability to build and foster client relationships through proactive outreach and follow up.
  • •Thorough knowledge of applicable bank and branch policies, procedures, and support systems.
  • •Proven customer service and interpersonal skills, including experience participating in sales campaigns/promotions.
Experience:4-5 yearsFinancial services
Education:High School
Skills:Customer serviceInterpersonal skillsRelationship buildingProactive outreachCommunication
Licenses:NMLS registration (SAFE Act)
Tech Stack:Digital productsSelf-service technologiesNMLSRegulation Z

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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