Client Relationship Consultant 3 (Banker) - Ballard, WA

U.S. Bancorp
Seattle
Workplace: OnsiteFull timeUSD 29.08 - 35.54Function: Customer Success & Account ManagementExperience: 4-5 yearsEducation: high_schoolSkills: ["Customer service","Interpersonal skills","Relationship building","Proactive communication","Recommendations"]

Build and deepen relationships with customers by proactively reaching out, assessing banking needs, and recommending deposit and loan solutions aligned to each customer’s goals. Engage clients in-person, by appointment, and virtually while delivering an optimal end-to-end experience, including greeting customers, processing transactions, and completing account service requests. Educate customers on digital and self-service products, collaborate with branch partners, and submit credit applications when needed.

Loading

Loading job details...

Preparing the role view and application actions.

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

Client Relationship Consultant 3 (Banker) - Ballard, WA

✓ Verified Job

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 and deepen relationships with customers by proactively reaching out, assessing banking needs, and recommending deposit and loan solutions aligned to each customer’s goals. Engage clients in-person, by appointment, and virtually while delivering an optimal end-to-end experience, including greeting customers, processing transactions, and completing account service requests. Educate customers on digital and self-service products, collaborate with branch partners, and submit credit applications when needed.
Location: Seattle
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Proactively engage customers across in-person, appointment, and virtual channels to understand needs and deliver counsel.
  • •Provide consistent client experience by greeting clients, processing basic transactions, and handling service requests.
  • •Open consumer and business accounts, and submit credit applications as needed.
  • •Maintain working knowledge of consumer and business banking products and services, including digital products.
  • •Educate customers on emerging digital and self-service technologies and collaborate with branch team members to serve clients.

Pay and Benefits

Salary: USD 29.08 - 35.54
Perks:Health InsuranceDentalVisionLife InsuranceDisability Insurance401kPaid LeaveParental LeavePaid HolidaysAdoption Assistance

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.
  • •Demonstrated ability to build and foster client relationships through proactive outreach and follow up.
  • •Thorough knowledge of retail bank products and services, including digital and self-service options.
  • •Proven customer service and interpersonal skills with the ability to make appropriate recommendations based on customer needs.
Experience:4-5 yearsRetail bankingFinancial services
Education:High School
Skills:Customer serviceInterpersonal skillsRelationship buildingProactive communicationRecommendations
Licenses: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
Glassdoor
Glassdoor: 3.8
WebsiteLinkedInGlassdoor