U.S. Bancorp

2 weeks ago

Client Relationship Consultant 2 (Banker) East Towne Madison, WI (Sign-On Bonus $750)

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 7 hours agoStatus: Live

Job Summary

Build trusted relationships with consumer and business customers by engaging them in person, by appointment, and virtually to understand banking needs. Educate clients on deposit and loan products, recommend solutions aligned to their goals, and process basic transactions, service requests, and account openings. Partner with branch team members, leverage digital-first self-service tools, and complete credit applications while maintaining compliance through NMLS registration processes.

Location: Madison

Workplace: Onsite

Employment Type: Full time

Job Function: Customer Success & Account Management

Seniority: Mid level

Key Responsibilities

•Build and maintain client relationships by proactively reaching out and following up to understand financial needs and banking channel preferences.
•Educate clients on deposit and loan products and services, and recommend solutions based on individual goals using a digital-first mindset.
•Maintain knowledge of consumer and business banking products including digital offerings; provide an optimal client experience including greeting and processing basic transactions.
•Open new consumer and business accounts, complete service requests, and submit credit applications.
•Collaborate with branch team members and partners, and leverage available resources and technologies to optimize client experience with operational excellence and accuracy.

Pay and Benefits

Salary: USD 20.25 - 24.75

Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid LeavePaid HolidaysAdoption Assistance

Key Requirements

•High school diploma or equivalent.
•3–4 years of customer service experience.
•3–4 years of sales experience.
•Proven ability to build and foster client relationships through proactive outreach and follow-up, and to communicate effectively with clients.
•Knowledge of bank and branch policies, procedures, and support systems, along with proven interpersonal skills.

Experience:3-4 yearsFinancial services

Education:High School

Skills:Customer serviceRelationship buildingCommunicationInterpersonal skillsRecommendation skills

Licenses:NMLS registration

Languages:EnglishSpanish

Tech Stack:Digital productsSelf-service technologiesNMLSE-Verify

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: 3.8

Website LinkedIn Glassdoor

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U.S. Bancorp

2 weeks ago

Client Relationship Consultant 2 (Banker) East Towne Madison, WI (Sign-On Bonus $750)

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 7 hours agoStatus: Live

Job Summary

Location: Madison

Workplace: Onsite

Employment Type: Full time

Job Function: Customer Success & Account Management

Seniority: Mid level

Key Responsibilities

•Build and maintain client relationships by proactively reaching out and following up to understand financial needs and banking channel preferences.
•Educate clients on deposit and loan products and services, and recommend solutions based on individual goals using a digital-first mindset.
•Maintain knowledge of consumer and business banking products including digital offerings; provide an optimal client experience including greeting and processing basic transactions.
•Open new consumer and business accounts, complete service requests, and submit credit applications.
•Collaborate with branch team members and partners, and leverage available resources and technologies to optimize client experience with operational excellence and accuracy.

Pay and Benefits

Salary: USD 20.25 - 24.75

Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid LeavePaid HolidaysAdoption Assistance

Key Requirements

•High school diploma or equivalent.
•3–4 years of customer service experience.
•3–4 years of sales experience.
•Proven ability to build and foster client relationships through proactive outreach and follow-up, and to communicate effectively with clients.
•Knowledge of bank and branch policies, procedures, and support systems, along with proven interpersonal skills.

Experience:3-4 yearsFinancial services

Education:High School

Skills:Customer serviceRelationship buildingCommunicationInterpersonal skillsRecommendation skills

Licenses:NMLS registration

Languages:EnglishSpanish

Tech Stack:Digital productsSelf-service technologiesNMLSE-Verify

Company Brief

U.S. Bancorp

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: 3.8

Website LinkedIn Glassdoor