Client Relationship Consultant 4 (Banker) Lorain 98th Street, OH Office

U.S. Bancorp
Cleveland
Workplace: OnsiteFull timeUSD 27 - 33Function: SalesExperience: 5+ yearsEducation: high_schoolSkills: ["Relationship building","Proactive outreach","Client communication","Customer service","Recommendation skills"]

Build strong relationships with consumer and business clients through proactive outreach and multi-channel engagement (in-person, by appointment, and virtually). Assess banking needs, recommend deposit and loan solutions, open new accounts, process service requests, and submit credit applications. Maintain knowledge of retail and digital self-service products, deliver an optimal client experience, and partner with branch teams while supporting operational excellence and accuracy, including NMLS registration requirements.

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FursaFursa
U.S. Bancorp
U.S. Bancorp
1 day ago

Client Relationship Consultant 4 (Banker) Lorain 98th Street, OH Office

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Last checked: 6 hours agoStatus: Live

Job Summary

Build strong relationships with consumer and business clients through proactive outreach and multi-channel engagement (in-person, by appointment, and virtually). Assess banking needs, recommend deposit and loan solutions, open new accounts, process service requests, and submit credit applications. Maintain knowledge of retail and digital self-service products, deliver an optimal client experience, and partner with branch teams while supporting operational excellence and accuracy, including NMLS registration requirements.
Location: Cleveland
Workplace: Onsite
Employment Type: Full time
Job Function: Sales
Seniority: Mid level

Key Responsibilities

  • •Provide client counsel by engaging customers in-person, by appointment, and virtually, and adapting to a digital-first mindset.
  • •Assess customer needs and banking channel preferences; identify solutions for new and existing clients and make appropriate recommendations.
  • •Maintain working knowledge of consumer and business banking products and services, including digital products and self-service technologies.
  • •Deliver a consistent optimal client experience, including greeting clients and processing basic transactions.
  • •Open new consumer and business accounts, complete service requests, and submit credit applications while educating clients on emerging digital products.

Pay and Benefits

Salary: USD 27 - 33
Equity and Bonus:Equity
Perks:Health Insurance401kPaid LeaveLife Insurance

Key Requirements

  • •High school diploma or equivalent.
  • •Typically 5+ 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.
  • •Advanced knowledge of bank and branch policies, procedures, and support systems (and thorough knowledge of retail products/services).
Experience:5+ yearsFinancial services
Education:High School
Skills:Relationship buildingProactive outreachClient communicationCustomer serviceRecommendation skills
Licenses:NMLS registration

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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