U.S. Bancorp

3 weeks ago

Client Relationship Consultant 2 (Banker) Hartland, WI

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 18 hours agoStatus: Live

Job Summary

Build trusted relationships with consumer and business customers by engaging in person, by appointment, and virtually. Assess needs, gather and process account information, and recommend appropriate deposit and loan products. Deliver a consistent client experience by handling basic transactions, opening accounts, completing service requests, and supporting credit applications. Proactively educate customers on digital and self-service tools while partnering with branch teams to optimize the client experience with accuracy and operational excellence.

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Customer Success & Account Management

Seniority: Mid level

Key Responsibilities

•Engage customers via in-person, by appointment, and virtual channels to provide counsel and support a digital-first mindset.
•Assess customer needs by gathering and processing customer and account information, then recommend solutions aligned to customer goals.
•Maintain knowledge of consumer and business banking products and services, including digital products and services.
•Provide consistent client experience by greeting clients and processing basic transactions; open new accounts and complete service requests.
•Proactively educate customers on emerging and self-service digital products while partnering with branch team members and partners to optimize service delivery.

Pay and Benefits

Salary: USD 20.25 - 24.75

Equity and Bonus:Equity

Perks:Health InsuranceLife InsuranceDisabilityParental Leave401kPaid LeavePaid HolidaysAdoption Assistance

Key Requirements

•High school diploma or equivalent.
•Typically 3 to 4 years of job-related retail banking experience (or equivalent combination of experience and training).
•Demonstrated customer service and interpersonal skills.
•Thorough knowledge of applicable bank and branch policies, procedures, and support systems.
•Ability to build and foster client relationships through proactive outreach and follow up.

Experience:3-4 yearsRetail bankingFinancial services

Education:High School

Skills:Customer serviceInterpersonal skillsRelationship buildingCommunicationProblem-solving

Certifications:National Mortgage Licensing System (NMLS)

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: 3.8

Website LinkedIn Glassdoor

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U.S. Bancorp

3 weeks ago

Client Relationship Consultant 2 (Banker) Hartland, WI

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 18 hours agoStatus: Live

Job Summary

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Customer Success & Account Management

Seniority: Mid level

Key Responsibilities

•Engage customers via in-person, by appointment, and virtual channels to provide counsel and support a digital-first mindset.
•Assess customer needs by gathering and processing customer and account information, then recommend solutions aligned to customer goals.
•Maintain knowledge of consumer and business banking products and services, including digital products and services.
•Provide consistent client experience by greeting clients and processing basic transactions; open new accounts and complete service requests.
•Proactively educate customers on emerging and self-service digital products while partnering with branch team members and partners to optimize service delivery.

Pay and Benefits

Salary: USD 20.25 - 24.75

Equity and Bonus:Equity

Perks:Health InsuranceLife InsuranceDisabilityParental Leave401kPaid LeavePaid HolidaysAdoption Assistance

Key Requirements

•High school diploma or equivalent.
•Typically 3 to 4 years of job-related retail banking experience (or equivalent combination of experience and training).
•Demonstrated customer service and interpersonal skills.
•Thorough knowledge of applicable bank and branch policies, procedures, and support systems.
•Ability to build and foster client relationships through proactive outreach and follow up.

Experience:3-4 yearsRetail bankingFinancial services

Education:High School

Skills:Customer serviceInterpersonal skillsRelationship buildingCommunicationProblem-solving

Certifications:National Mortgage Licensing System (NMLS)

Company Brief

U.S. Bancorp

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: 3.8

Website LinkedIn Glassdoor