Client Relationship Consultant 2 (Banker) - Sante Fe San Mateo $1000 Sign on bonus

U.S. Bancorp
New Mexico
Workplace: OnsiteFull timeUSD 20 - 23Function: Customer Success & Account ManagementExperience: 3-4 yearsEducation: high_schoolSkills: ["Customer service","Interpersonal skills","Communication","Relationship building","Trust building"]

Build trusted relationships with consumer and business customers through proactive outreach and follow-up across in-person, appointment, and virtual channels. Assess customer banking needs, gather and process account information, recommend deposit and loan solutions, and educate clients on digital and self-service products. Maintain a high-quality client experience by handling basic transactions, partnering with branch team members, and completing account openings, service requests, and credit applications, with operational accuracy.

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

Client Relationship Consultant 2 (Banker) - Sante Fe San Mateo $1000 Sign on bonus

âś“ 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 trusted relationships with consumer and business customers through proactive outreach and follow-up across in-person, appointment, and virtual channels. Assess customer banking needs, gather and process account information, recommend deposit and loan solutions, and educate clients on digital and self-service products. Maintain a high-quality client experience by handling basic transactions, partnering with branch team members, and completing account openings, service requests, and credit applications, with operational accuracy.
Location: New Mexico
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Build and foster client relationships by assessing banking needs and learning customers’ financial goals and channel preferences.
  • •Recommend deposit and loan products and services and provide counsel aligned to each customer’s unique needs.
  • •Provide an optimal client experience, including greeting customers and processing basic transactions accurately.
  • •Open new consumer and business accounts, complete service requests, and submit credit applications.
  • •Proactively educate clients on emerging and self-service digital products and services and collaborate with branch team members to serve clients.

Pay and Benefits

Salary: USD 20 - 23
Perks:Health InsuranceDentalVisionLife InsuranceDisabilityRetirementPaid LeavePaid HolidaysAdoption Assistance

Key Requirements

  • •High school diploma or equivalent.
  • •Typically 3 to 4 years of job-related retail banking experience (or equivalent combination of experience and training).
  • •Ability to build and foster client relationships through proactive outreach and follow up.
  • •Ability to effectively engage and communicate with clients and demonstrate customer service and interpersonal skills.
  • •Knowledge of applicable bank/branch policies, procedures, and support systems; experience with digital products and self-service technologies is preferred.
Experience:3-4 yearsRetail bankingFinancial services
Education:High School
Skills:Customer serviceInterpersonal skillsCommunicationRelationship buildingTrust building
Licenses:NMLS
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
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