Client Relationship Consultant 2 (Banker) - West Morton, IL

U.S. Bancorp
United States
Workplace: OnsiteFull timeUSD 20 - 23Function: Customer Success & Account ManagementExperience: 3-4 yearsEducation: high_schoolSkills: ["Customer service","Interpersonal skills","Relationship building","Communication","Digital-first mindset"]

Build and foster strong relationships with retail and business banking customers through proactive outreach, in-person/virtual engagement, and ongoing follow-up. Assess banking needs, educate clients on deposit/loan and digital self-service products, and recommend solutions aligned to individual goals. Provide consistent client experiences by processing basic transactions, opening accounts, completing service requests, and submitting credit applications while leveraging available resources for operational excellence and accuracy.

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FursaFursa
U.S. Bancorp
U.S. Bancorp
1 month ago

Client Relationship Consultant 2 (Banker) - West Morton, IL

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 17 days agoStatus: Live
Reposted: similar role first listed 2 months ago

Job Summary

Build and foster strong relationships with retail and business banking customers through proactive outreach, in-person/virtual engagement, and ongoing follow-up. Assess banking needs, educate clients on deposit/loan and digital self-service products, and recommend solutions aligned to individual goals. Provide consistent client experiences by processing basic transactions, opening accounts, completing service requests, and submitting credit applications while leveraging available resources for operational excellence and accuracy.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Engage customers through multiple channels (in-person, by appointment, and virtually) to provide counsel and build trust.
  • •Assess customer banking needs by gathering and processing customer and account information, then recommend solutions aligned to goals.
  • •Maintain knowledge of consumer and business banking products and services, including digital products and services.
  • •Provide an optimal client experience by greeting clients and processing basic transactions accurately.
  • •Open new consumer and business accounts, complete service requests, and submit credit applications; educate clients on emerging and self-service digital offerings.

Pay and Benefits

Salary: USD 20 - 23
Perks:Health InsuranceDentalVisionLife InsuranceDisability401kRetirementPaid LeavePaid HolidaysAdoption Assistance

Key Requirements

  • •High school diploma or equivalent.
  • •Minimum 3-4 years of job-related retail banking experience (or equivalent combination of experience and training).
  • •Proven ability to build and foster client relationships through proactive outreach and follow-up.
  • •Ability to effectively engage and communicate with clients and maintain working knowledge of consumer and business banking products and services.
  • •Ability to use and demonstrate digital products and self-service technologies while using a digital-first mindset to identify customer needs.
Experience:3-4 yearsRetail bankingFinancial services
Education:High School
Skills:Customer serviceInterpersonal skillsRelationship buildingCommunicationDigital-first mindset
Licenses:NMLS registration (S.A.F.E. Act)Regulation Z
Tech Stack:Digital productsSelf-service technologies

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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Glassdoor: 3.8
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