Client Relationship Consultant 2 (Banker) - Waterford, OH

U.S. Bancorp
United States
Workplace: OnsiteFull timeUSD 20.25 - 24.75Function: Banking, Lending & CreditExperience: 3-4 yearsEducation: high_schoolSkills: ["Customer service","Relationship building","Communication","Interpersonal skills","Recommendation skills"]

Build and maintain strong customer relationships by proactively reaching out and counseling clients across in-person, by-appointment, and virtual channels. Assess banking needs, recommend deposit and loan solutions, and educate clients on digital and self-service products. Process basic transactions and service requests, open consumer and business accounts, and support credit applications while ensuring operational excellence and accuracy.

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FursaFursa
U.S. Bancorp
U.S. Bancorp
6 hours ago

Client Relationship Consultant 2 (Banker) - Waterford, OH

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Source: Company careers pageValidated by: Fursa AI
Last checked: 6 hours agoStatus: Live

Job Summary

Build and maintain strong customer relationships by proactively reaching out and counseling clients across in-person, by-appointment, and virtual channels. Assess banking needs, recommend deposit and loan solutions, and educate clients on digital and self-service products. Process basic transactions and service requests, open consumer and business accounts, and support credit applications while ensuring operational excellence and accuracy.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Engage customers via in-person, by-appointment, and virtual channels to provide counsel aligned to their goals and needs.
  • •Proactively reach out and follow up, asking questions to understand financial needs and channel preferences.
  • •Maintain knowledge of consumer and business banking products, including digital products and services.
  • •Provide consistent client experience by greeting clients and processing basic transactions and service requests.
  • •Open accounts, submit credit applications, and educate customers on emerging and self-service digital products.

Pay and Benefits

Salary: USD 20.25 - 24.75
Perks:Health InsuranceDentalVisionLife InsuranceDisability InsuranceParental Leave401kPaid LeavePaid HolidaysAdoption Assistance

Key Requirements

  • •High school diploma or equivalent.
  • •Typically 3-4 years of job-related retail banking experience, or a combination of experience and commensurate training.
  • •Ability to build and foster relationships with clients through proactive outreach and follow up.
  • •Proven customer service and interpersonal skills.
  • •Ability to explore and identify a customer’s true needs using a digital-first mindset and make appropriate recommendations.
Experience:3-4 yearsRetail bankingFinancial services
Education:High School
Skills:Customer serviceRelationship buildingCommunicationInterpersonal skillsRecommendation skills
Licenses:NMLS registration (S.A.F.E. Act of 2008)

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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