Client Relationship Consultant 2 (Banker) - Lakewood, WA

U.S. Bancorp
United States
Workplace: OnsiteFull timeUSD 24.92 - 30.46Function: SalesExperience: 3-4 yearsEducation: high_schoolSkills: ["Relationship building","Customer service","Communication","Interpersonal skills","Recommendation and needs assessment"]

Build trusting relationships with retail and business customers by engaging them in person, by appointment, and virtually. Assess customer needs, gather and process account information, educate clients on deposit and loan products, and recommend solutions aligned to individual goals. Open new accounts, complete service requests, and submit credit applications while using digital-first tools to deliver an accurate, high-quality client experience.

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

Client Relationship Consultant 2 (Banker) - Lakewood, WA

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 26 days agoStatus: Live

Job Summary

Build trusting relationships with retail and business customers by engaging them in person, by appointment, and virtually. Assess customer needs, gather and process account information, educate clients on deposit and loan products, and recommend solutions aligned to individual goals. Open new accounts, complete service requests, and submit credit applications while using digital-first tools to deliver an accurate, high-quality client experience.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Sales
Seniority: Mid level

Key Responsibilities

  • •Engage customers via multiple channels (in-person, by appointment, and virtually) to provide counsel and a consistent client experience.
  • •Assess banking needs, obtain and process customer and account information, and recommend deposit and loan solutions aligned to customer goals.
  • •Proactively educate customers on emerging and self-service digital products and services to support their financial needs.
  • •Open new consumer and business accounts, complete service requests, and submit credit applications.
  • •Partner with branch team members and use available resources and technologies to optimize client experience and operational excellence.

Pay and Benefits

Salary: USD 24.92 - 30.46
Perks:Health InsuranceDentalVisionLife Insurance401kPaid LeavePaid HolidayParental LeaveAdoption AssistanceLong-term Disability

Key Requirements

  • •High school diploma or equivalent.
  • •Typically 3–4 years of job-related retail banking experience (or equivalent 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 and demonstrate strong customer service and interpersonal skills.
  • •Experience using and demonstrating digital products and self-service technologies, with the ability to identify customer needs and make appropriate recommendations.
Experience:3-4 yearsRetail bankingFinancial services
Education:High School
Skills:Relationship buildingCustomer serviceCommunicationInterpersonal skillsRecommendation and needs assessment
Licenses:NMLS registration
Tech Stack:Digital productsSelf-service technologies

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
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