Client Relationship Consultant 2 (Banker) - Vail, CO

U.S. Bancorp
United States
Workplace: OnsiteFull timeUSD 21.68 - 26.5 hourlyFunction: Customer Success & Account ManagementExperience: 3-4 yearsEducation: high_schoolSkills: ["Relationship building","Customer service","Communication","Interpersonal skills","Needs assessment"]

Build and foster client relationships by proactively reaching out, following up, and engaging customers in person, by appointment, and virtually. Assess client banking needs, maintain knowledge of consumer and business deposit/loan products (including digital), and provide an optimal client experience through greeting, basic transactions, account openings, and service requests. Partner with branch teams and educate customers on self-service and emerging digital products while supporting operational excellence and accuracy.

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FursaFursa
U.S. Bancorp
U.S. Bancorp
1 day ago

Client Relationship Consultant 2 (Banker) - Vail, CO

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 4 hours agoStatus: Live

Job Summary

Build and foster client relationships by proactively reaching out, following up, and engaging customers in person, by appointment, and virtually. Assess client banking needs, maintain knowledge of consumer and business deposit/loan products (including digital), and provide an optimal client experience through greeting, basic transactions, account openings, and service requests. Partner with branch teams and educate customers on self-service and emerging digital products while supporting operational excellence and accuracy.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Build and maintain client relationships through proactive outreach, follow up, and multi-channel engagement.
  • •Assess customers’ banking needs and recommend appropriate solutions based on goals and needs.
  • •Maintain working knowledge of consumer and business banking products and services, including digital products.
  • •Provide consistent client experience, including greeting clients and processing basic transactions.
  • •Open accounts, complete service requests, submit credit applications, and educate clients on digital and self-service products.

Pay and Benefits

Salary: USD 21.68 - 26.5 hourly
Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid 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.
  • •Develop relationships with clients via proactive outreach and follow up.
  • •Ability to effectively engage and communicate with clients and provide customer service and interpersonal skills.
  • •This position requires NMLS registration under the S.A.F.E. Act of 2008 and Regulation Z, including required criminal background and credit check.
Experience:3-4 yearsRetail bankingFinancial services
Education:High School
Skills:Relationship buildingCustomer serviceCommunicationInterpersonal skillsNeeds assessment
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
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