Client Relationship Consultant 3 (Banker) - Naperville

U.S. Bancorp
United States
Workplace: OnsiteFull timeUSD 27.22 - 33.26 hourlyFunction: Customer Success & Account ManagementExperience: 4-5 yearsEducation: high_schoolSkills: ["Proactive outreach","Client communication","Customer service","Interpersonal skills","Relationship building"]

Build and maintain relationships with consumer and business customers through proactive outreach, in-person and virtual interactions, and consistent client experience. Assess customers’ banking needs, gather and process information, educate clients on deposit and loan products, and recommend solutions aligned to their goals. Support branch partnerships, open accounts, complete service requests, submit credit applications, and help customers adopt digital and self-service tools. Manage regulatory requirements tied to NMLS registration.

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FursaFursa
U.S. Bancorp
U.S. Bancorp
1 month ago

Client Relationship Consultant 3 (Banker) - Naperville

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 19 days agoStatus: Live

Job Summary

Build and maintain relationships with consumer and business customers through proactive outreach, in-person and virtual interactions, and consistent client experience. Assess customers’ banking needs, gather and process information, educate clients on deposit and loan products, and recommend solutions aligned to their goals. Support branch partnerships, open accounts, complete service requests, submit credit applications, and help customers adopt digital and self-service tools. Manage regulatory requirements tied to NMLS registration.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Engage customers via in-person, by-appointment, and virtual channels using a digital-first mindset.
  • •Assess banking needs, gather and process customer and account information, and provide tailored recommendations for deposit and loan products.
  • •Educate clients on emerging and self-service digital products and services to support their financial goals.
  • •Open new consumer and business accounts, complete service requests, and submit credit applications.
  • •Partner with branch team members to deliver an optimal client experience and operational excellence.

Pay and Benefits

Salary: USD 27.22 - 33.26 hourly
Perks:Health InsuranceDentalVisionLife InsuranceDisability401kRetirementPaid LeavePaid HolidaysAdoption AssistanceParental LeaveSafe Leave

Key Requirements

  • •High school diploma or equivalent.
  • •Typically 4 to 5 years of retail banking experience (or a combination of experience and commensurate training).
  • •Build and foster client relationships through proactive outreach and follow up.
  • •Effectively engage and communicate with clients while applying bank and branch policies, procedures, and support systems.
  • •Obtain and maintain NMLS registration under the SAFE Act of 2008 and Regulation Z, including required background and credit checks.
Experience:4-5 yearsRetail bankingFinancial services
Education:High School
Skills:Proactive outreachClient communicationCustomer serviceInterpersonal skillsRelationship building
Licenses:National Mortgage Licensing System (NMLS)
Certifications:NMLS

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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