Client Relationship Consultant 2 (Banker) Independence OH

U.S. Bancorp
Ohio
Workplace: OnsiteFull timeUSD 20.25 - 24.75Function: Customer Success & Account ManagementExperience: 3-4 yearsEducation: high_schoolSkills: ["Proactive outreach","Client engagement","Customer service","Interpersonal skills","Relationship building"]

Build trusted relationships with customers by engaging in-person, by appointment, and virtually while using a digital-first approach. Assess customer banking needs, obtain and process information, educate clients on deposit and loan products, and recommend solutions aligned to goals. Open consumer and business accounts, complete service requests, and submit credit applications, while partnering with branch teams to deliver an accurate, consistent client experience and operational excellence.

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

Client Relationship Consultant 2 (Banker) Independence OH

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 19 days agoStatus: Live

Job Summary

Build trusted relationships with customers by engaging in-person, by appointment, and virtually while using a digital-first approach. Assess customer banking needs, obtain and process information, educate clients on deposit and loan products, and recommend solutions aligned to goals. Open consumer and business accounts, complete service requests, and submit credit applications, while partnering with branch teams to deliver an accurate, consistent client experience and operational excellence.
Location: Ohio
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Engage customers through in-person, by-appointment, and virtual channels to provide counsel and build trust.
  • •Assess banking needs, gather and process customer/account information, and recommend deposit and loan solutions based on customer goals.
  • •Provide an optimal client experience, including greeting customers and processing basic transactions.
  • •Open consumer and business accounts, complete service requests, and submit credit applications.
  • •Educate clients on emerging and self-service digital products and use resources/technologies to optimize service accuracy and operational excellence.

Pay and Benefits

Salary: USD 20.25 - 24.75
Perks:Health InsuranceDentalVisionLife InsuranceDisabilityParental Leave401kPaid LeavePaid HolidaysAdoption Assistance

Key Requirements

  • •High school diploma or equivalent.
  • •Typically 3-4 years of retail banking experience (or a combination of experience and commensurate training).
  • •Demonstrated ability to build and foster client relationships through proactive outreach and follow-up.
  • •Ability to effectively engage and communicate with clients.
  • •Customer service and interpersonal skills, including experience with digital products and self-service technologies.
Experience:3-4 yearsFinancial services
Education:High School
Skills:Proactive outreachClient engagementCustomer serviceInterpersonal skillsRelationship building
Licenses:NMLS (National Mortgage Licensing System)
Tech Stack:Digital productsSelf-service technologiesNMLSE-Verify

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
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