Client Relationship Consultant 3 (Banker) - Green Valley Safeway

U.S. Bancorp
United States
Workplace: OnsiteFull timeUSD 21.94 - 26.82Function: Customer Success & Account ManagementExperience: 4-5 yearsSkills: ["Customer service","Interpersonal skills","Relationship building","Communication","Recommendation making"]

Build trusted relationships with consumer and business customers through proactive outreach, follow-up, and multi-channel engagement (in-person, by appointment, and virtually). Assess banking needs, educate clients on deposit and loan products and digital/self-service tools, and recommend solutions aligned to customer goals. Provide an optimal client experience, process basic transactions, open accounts, complete service requests, and submit credit applications while partnering with the branch team for operational excellence and accuracy.

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FursaFursa
U.S. Bancorp
U.S. Bancorp
2 months ago

Client Relationship Consultant 3 (Banker) - Green Valley Safeway

✓ 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 through proactive outreach, follow-up, and multi-channel engagement (in-person, by appointment, and virtually). Assess banking needs, educate clients on deposit and loan products and digital/self-service tools, and recommend solutions aligned to customer goals. Provide an optimal client experience, process basic transactions, open accounts, complete service requests, and submit credit applications while partnering with the branch team 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

  • •Build and foster client relationships through proactive outreach, follow-up, and effective communication based on customer needs and banking channel preferences.
  • •Assess customer banking needs, obtain and process customer and account information, and recommend deposit and loan solutions aligned to customer goals.
  • •Maintain working knowledge of consumer and business banking products and services, including digital products and self-service tools.
  • •Provide an optimal client experience by greeting customers, processing basic transactions, opening consumer and business accounts, and completing service requests.
  • •Proactively educate clients on emerging and self-service digital products to support customer financial needs while leveraging resources and technologies for operational excellence.

Pay and Benefits

Salary: USD 21.94 - 26.82
Perks:Health InsuranceDentalVisionLife Insurance401kRetirementPaid LeavePaid HolidaysParental LeaveAdoption AssistanceLong-term Disability

Key Requirements

  • •High school diploma or equivalent.
  • •Minimum four to five years of job-related retail banking experience, or a combination of experience and commensurate training.
  • •Proven ability to build and foster customer relationships through proactive outreach and follow-up.
  • •Thorough knowledge of applicable bank/branch policies, procedures, support systems, and all retail products and services.
  • •Proven customer service and interpersonal skills, including experience using and demonstrating digital products and self-service technologies.
Experience:4-5 yearsRetail bankingFinancial services
Skills:Customer serviceInterpersonal skillsRelationship buildingCommunicationRecommendation making
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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Glassdoor: 3.8
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