Client Relationship Consultant 2 (Banker) - Auburn, WA

U.S. Bancorp
Washington
Workplace: OnsiteFull timeUSD 24.92 - 30.46 hourlyFunction: Customer Success & Account ManagementExperience: 3-4 yearsEducation: high_schoolSkills: ["Customer service","Interpersonal skills","Relationship-building","Communication","Needs assessment"]

Build and foster trusted relationships with customers through proactive outreach, follow-up, and omni-channel engagement (in-person, appointment, and virtual). Assess customers’ banking needs, educate them on deposit and loan products and digital self-service tools, and recommend solutions aligned to their goals. Maintain product knowledge, process basic transactions, open accounts, support service requests, and submit credit applications while delivering an optimal client experience.

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

Client Relationship Consultant 2 (Banker) - Auburn, WA

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Source: Company careers pageValidated by: Fursa AI
Last checked: 15 hours agoStatus: Live

Job Summary

Build and foster trusted relationships with customers through proactive outreach, follow-up, and omni-channel engagement (in-person, appointment, and virtual). Assess customers’ banking needs, educate them on deposit and loan products and digital self-service tools, and recommend solutions aligned to their goals. Maintain product knowledge, process basic transactions, open accounts, support service requests, and submit credit applications while delivering an optimal client experience.
Location: Washington
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Build and foster client relationships via proactive outreach and follow-up across in-person, appointment, and virtual channels.
  • •Assess customers’ financial needs and banking channel preferences; identify solutions for new and existing clients.
  • •Maintain working knowledge of consumer and business banking products, including digital products and services.
  • •Provide a consistent client experience by greeting clients, processing basic transactions, and completing service requests.
  • •Open consumer and business accounts and submit credit applications; educate clients on emerging digital and self-service products.

Pay and Benefits

Salary: USD 24.92 - 30.46 hourly
Perks:Health InsuranceDentalVision401kPaid LeavePaid Holiday

Key Requirements

  • •High school diploma or equivalent.
  • •Typically 3 to 4 years of job-related, retail banking experience, or a combination of experience and commensurate training.
  • •Proven ability to build and foster relationships through proactive outreach and follow-up.
  • •Ability to effectively engage and communicate with clients.
  • •Experience using and demonstrating digital products and self-service technologies.
Experience:3-4 yearsRetail bankingFinancial services
Education:High School
Skills:Customer serviceInterpersonal skillsRelationship-buildingCommunicationNeeds assessment
Certifications:NMLS
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
Glassdoor
Glassdoor: 3.8
WebsiteLinkedInGlassdoor