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

U.S. Bancorp
Wisconsin
Workplace: OnsiteFull timeFunction: Customer Success & Account ManagementEducation: high_schoolSkills: ["Relationship building","Proactive outreach","Communication","Customer service","Interpersonal skills"]

Build trusted relationships with consumer and business customers by engaging them in-person, by appointment, and virtually. Assess and address banking needs, process account information and basic transactions, educate clients on deposit and loan products, and proactively promote digital and self-service options. Partner with branch team members to deliver an excellent client experience, open accounts, complete service requests, and submit credit applications. Requires NMLS registration under the SAFE Act and Regulation Z.

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

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

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

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

Job Summary

Build trusted relationships with consumer and business customers by engaging them in-person, by appointment, and virtually. Assess and address banking needs, process account information and basic transactions, educate clients on deposit and loan products, and proactively promote digital and self-service options. Partner with branch team members to deliver an excellent client experience, open accounts, complete service requests, and submit credit applications. Requires NMLS registration under the SAFE Act and Regulation Z.
Location: Wisconsin
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
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 recommend deposit and loan solutions aligned to each customer’s goals.
  • •Maintain knowledge of consumer and business banking products, including digital products and services.
  • •Provide an optimal client experience, including greeting clients and processing basic transactions.
  • •Open consumer and business accounts, complete service requests, and submit credit applications.

Pay and Benefits

Perks:Health InsuranceDentalVisionLife Insurance401kPaid LeavePaid HolidaysParental LeaveAdoption Assistance

Key Requirements

  • •High school diploma or equivalent.
  • •Typically 3 to 4 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.
  • •Ability to effectively engage and communicate with clients.
  • •Ability to use and demonstrate digital products and self-service technologies.
Experience:Retail bankingFinancial services
Education:High School
Skills:Relationship buildingProactive outreachCommunicationCustomer serviceInterpersonal skills
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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Glassdoor: 3.8
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