Client Relationship Consultant 2 (Banker) Hartland, WI

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

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.

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FursaFursa
U.S. Bancorp
U.S. Bancorp
2 months 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: 23 days 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: Wisconsin
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
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