Client Relationship Consultant 3 (Banker) - Magnolia - Seattle, WA

U.S. Bancorp
Seattle
Workplace: OnsiteFull timeUSD 29.08 - 35.54 hourlyFunction: SalesExperience: 4-5 yearsEducation: bachelorsSkills: ["Customer service","Relationship building","Interpersonal skills","Proactive outreach","Recommendation skills"]

Build trusted client relationships by engaging customers in person, by appointment, and virtually with a digital-first mindset. Assess customer banking needs, collect and process account information, and educate clients on deposit and loan products. Recommend solutions aligned to customer goals, open consumer and business accounts, complete service requests, and submit credit applications while optimizing the client experience with operational excellence and accuracy.

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

Client Relationship Consultant 3 (Banker) - Magnolia - Seattle, WA

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 client relationships by engaging customers in person, by appointment, and virtually with a digital-first mindset. Assess customer banking needs, collect and process account information, and educate clients on deposit and loan products. Recommend solutions aligned to customer goals, open consumer and business accounts, complete service requests, and submit credit applications while optimizing the client experience with operational excellence and accuracy.
Location: Seattle
Workplace: Onsite
Employment Type: Full time
Job Function: Sales
Seniority: Mid level

Key Responsibilities

  • •Build and foster client relationships through proactive outreach, follow up, and effective communication.
  • •Assess and address customers’ banking needs, demonstrating and educating clients on deposit and loan products and services.
  • •Maintain knowledge of consumer and business banking products and services, including digital products and services.
  • •Provide a consistent client experience by greeting clients and processing basic transactions.
  • •Open new consumer and business accounts, complete service requests, and submit credit applications, while educating clients on digital and self-service technologies.

Pay and Benefits

Salary: USD 29.08 - 35.54 hourly
Equity and Bonus:Equity
Perks:Health InsuranceDentalVision401kPaid LeaveParental Leave

Key Requirements

  • •High school diploma or equivalent.
  • •4 to 5 years of customer service experience.
  • •4 to 5 years of sales experience.
  • •NMLS registration under the S.A.F.E. Act of 2008 and Regulation Z, including a criminal background and credit check.
  • •Ability to provide an optimal client experience by processing basic transactions and managing customer needs accurately.
Experience:4-5 yearsFinancial services
Education:Bachelor's
Skills:Customer serviceRelationship buildingInterpersonal skillsProactive outreachRecommendation skills
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
Glassdoor
Glassdoor: 3.8
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