Client Relationship Consultant 2 - 4 (Banker) - Gilbert / Apache Junction

U.S. Bancorp
Arizona
Workplace: OnsiteFull timeUSD 20.25 - 24.75Function: Customer Success & Account ManagementExperience: 1+ yearsEducation: high_schoolSkills: ["Relationship building","Customer service","Interpersonal skills","Communication","Recommendation making"]

Build trusted relationships with retail banking customers by engaging them in person, by appointment, and virtually. Assess customer banking needs, process account and service requests, and recommend deposit and loan solutions aligned to each customer’s goals. Maintain expertise in consumer and business banking products, including digital and self-service tools, while delivering an optimal client experience and partnering with branch teams to serve customers with operational accuracy.

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

Client Relationship Consultant 2 - 4 (Banker) - Gilbert / Apache Junction

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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 banking customers by engaging them in person, by appointment, and virtually. Assess customer banking needs, process account and service requests, and recommend deposit and loan solutions aligned to each customer’s goals. Maintain expertise in consumer and business banking products, including digital and self-service tools, while delivering an optimal client experience and partnering with branch teams to serve customers with operational accuracy.
Location: Arizona
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Entry level

Key Responsibilities

  • •Build and foster client relationships through proactive outreach and follow up across multiple channels (in-person, by appointment, and virtually).
  • •Assess customer banking needs and channel preferences; obtain and process customer/account information.
  • •Maintain knowledge of consumer and business banking products, including digital products and services, and educate clients on emerging/self-service options.
  • •Provide an optimal client experience by greeting clients, processing basic transactions, opening new accounts, and completing service requests.
  • •Submit credit applications and recommend deposit/loan solutions based on each customer’s goals, leveraging available resources and technologies to serve with accuracy and operational excellence.

Pay and Benefits

Salary: USD 20.25 - 24.75
Perks:Health InsuranceDentalVisionLife InsuranceLong-term DisabilityParental Leave401kRetirementPaid LeavePaid HolidaysAdoption Assistance

Key Requirements

  • •High school diploma or equivalent.
  • •Client Relationship Consultant 2: typically 3–4 years of job-related, retail banking experience or equivalent combination of experience and training.
  • •Client Relationship Consultant 3: typically 4–5 years of job-related, retail banking experience or equivalent combination of experience and training.
  • •Client Relationship Consultant 4: typically 5+ years of job-related, retail banking experience or equivalent combination of experience and training.
  • •Ability to build and foster client relationships through proactive outreach, follow up, and effective engagement/communication, including recommending appropriate solutions to meet customer needs.
Experience:1+ yearsRetail bankingFinancial servicesConsumer bankingDigital products
Education:High School
Skills:Relationship buildingCustomer serviceInterpersonal skillsCommunicationRecommendation making
Licenses:NMLS registration (S.A.F.E. Act of 2008, Regulation Z)

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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