Client Relationship Consultant 2 (Banker) - ID-17th & State

U.S. Bancorp
Boise
Workplace: OnsiteFull time20 - 23Function: Customer Success & Account ManagementEducation: high_schoolSkills: ["Customer service","Interpersonal skills","Relationship building","Communication","Client needs assessment"]

Build trusted relationships with retail and business customers through proactive outreach, follow-up, and in-person/virtual engagement. Assess customers’ banking needs and recommend deposit and loan solutions while maintaining knowledge of consumer and business banking products, including digital and self-service tools. Deliver consistent client experiences, process basic transactions, open accounts, complete service requests, and submit credit applications.

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

Client Relationship Consultant 2 (Banker) - ID-17th & State

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 25 days agoStatus: Live

Job Summary

Build trusted relationships with retail and business customers through proactive outreach, follow-up, and in-person/virtual engagement. Assess customers’ banking needs and recommend deposit and loan solutions while maintaining knowledge of consumer and business banking products, including digital and self-service tools. Deliver consistent client experiences, process basic transactions, open accounts, complete service requests, and submit credit applications.
Location: Boise
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Engage customers through in-person, by-appointment, and virtual channels to provide counsel based on their needs and goals.
  • •Build and maintain client relationships via proactive outreach and follow-up, asking questions and learning about financial needs and channel preferences.
  • •Educate clients on deposit and loan products and services, including emerging and self-service digital products, and make appropriate recommendations.
  • •Provide an optimal client experience by greeting clients and processing basic transactions; open new consumer and business accounts and complete service requests.
  • •Submit credit applications and leverage available resources and technologies to serve clients with operational excellence and accuracy.

Pay and Benefits

Salary: 20 - 23
Perks:Health InsuranceLife InsuranceDisability Insurance401kPaid 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.
  • •Proven ability to build and foster client relationships through proactive outreach and follow up.
  • •Ability to effectively engage and communicate with clients, with strong customer service and interpersonal skills.
  • •Experience using and demonstrating digital products and self-service technologies, aligned with a digital-first mindset.
Experience:Retail bankingFinancial services
Education:High School
Skills:Customer serviceInterpersonal skillsRelationship buildingCommunicationClient needs 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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Glassdoor: 3.8
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