Client Relationship Consultant 2 (Banker) Centerville, OH Office

U.S. Bancorp
United States
Workplace: OnsiteFull timeUSD 20.25 - 24.75Function: Customer Success & Account ManagementExperience: 3-4 yearsEducation: high_schoolSkills: ["Customer service","Interpersonal skills","Relationship building","Communication","Proactive outreach"]

Build and sustain trusted relationships with consumer and business customers through proactive outreach, in-person and virtual engagement, and appointment-based support. Assess banking needs, gather and process account information, and recommend appropriate deposit and loan solutions. Educate customers on digital and self-service products, complete service requests, open new accounts, and submit credit applications while partnering with branch teams to deliver an excellent client experience.

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FursaFursa
U.S. Bancorp
U.S. Bancorp
3 days ago

Client Relationship Consultant 2 (Banker) Centerville, OH Office

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

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

Job Summary

Build and sustain trusted relationships with consumer and business customers through proactive outreach, in-person and virtual engagement, and appointment-based support. Assess banking needs, gather and process account information, and recommend appropriate deposit and loan solutions. Educate customers on digital and self-service products, complete service requests, open new accounts, and submit credit applications while partnering with branch teams to deliver an excellent client experience.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Engage customers via multiple channels (in-person, by appointment, and virtually) using a digital-first mindset to provide counsel
  • •Assess customer banking needs, obtain and process customer/account information, and recommend solutions aligned to customer goals
  • •Maintain knowledge of consumer and business banking products, including digital products and services
  • •Deliver an optimal client experience by greeting clients and processing basic transactions, and by partnering with branch team members
  • •Open consumer/business accounts, complete service requests, submit credit applications, and educate customers on emerging self-service digital products

Pay and Benefits

Salary: USD 20.25 - 24.75
Perks:Health InsuranceDentalVisionLife Insurance401kParental LeavePaid LeavePaid Holidays

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)
  • •Ability to build and foster client relationships through proactive outreach and follow up
  • •Ability to effectively engage and communicate with clients
  • •Knowledge of bank and branch policies, procedures, and support systems, with proven customer service and interpersonal skills
Experience:3-4 yearsRetail bankingFinancial services
Education:High School
Skills:Customer serviceInterpersonal skillsRelationship buildingCommunicationProactive outreach
Licenses:NMLS registration (SAFE 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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