Client Relationship Consultant 2 (Banker) - Lombard W. Roosevelt Rd

U.S. Bancorp
United States
Workplace: OnsiteFull timeUSD 23.19 - 28.35 hourlyFunction: Customer Success & Account ManagementExperience: 3-4 yearsEducation: high_schoolSkills: ["Relationship building","Customer service","Interpersonal skills","Communication","Recommendation skills"]

Build and foster trusted relationships with consumers and business customers through proactive outreach, multi-channel engagement, and follow-up. Assess customer banking needs using a digital-first approach, maintain knowledge of deposit and loan products, and recommend solutions aligned to customer goals. Handle account openings, service requests, and credit applications while delivering an accurate, optimal client experience and partnering with branch teams to support operational excellence.

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FursaFursa
U.S. Bancorp
U.S. Bancorp
3 days ago

Client Relationship Consultant 2 (Banker) - Lombard W. Roosevelt Rd

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 3 hours agoStatus: Live

Job Summary

Build and foster trusted relationships with consumers and business customers through proactive outreach, multi-channel engagement, and follow-up. Assess customer banking needs using a digital-first approach, maintain knowledge of deposit and loan products, and recommend solutions aligned to customer goals. Handle account openings, service requests, and credit applications while delivering an accurate, optimal client experience and partnering with branch teams to support operational excellence.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Engage customers in-person, by appointment, and virtually to provide counsel aligned to their needs and channel preferences.
  • •Assess and document customer and account information, then recommend deposit and loan products and services based on customer goals.
  • •Proactively educate customers on emerging and self-service digital products to support their financial needs.
  • •Provide consistent client experience, including greeting clients and processing basic transactions accurately.
  • •Open consumer and business accounts, complete service requests, and submit credit applications while partnering with branch teams and partners.

Pay and Benefits

Salary: USD 23.19 - 28.35 hourly
Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid LeavePaid HolidaysPregnancy LeaveAdoption Assistance

Key Requirements

  • •High school diploma or equivalent.
  • •Typically has a minimum three to four years of job-related retail banking experience or a combination of experience and commensurate training.
  • •Ability to build and foster relationships with clients through proactive outreach and follow up.
  • •This role requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z.
  • •Thorough knowledge of applicable bank and branch policies, procedures and support systems.
Experience:3-4 yearsRetail bankingFinancial services
Education:High School
Skills:Relationship buildingCustomer serviceInterpersonal skillsCommunicationRecommendation skills
Licenses:NMLS registration
Languages:SpanishEnglishArabic

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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