Client Relationship Consultant 2 (Banker) Waukee, IA (Sign-On Bonus $1,500)

U.S. Bancorp
Iowa
Workplace: OnsiteFull time20.25 - 24.75Function: Customer Success & Account ManagementExperience: 3-4 yearsEducation: high_schoolSkills: ["Customer service","Interpersonal skills","Relationship building","Communication"]

Build trusted relationships with customers through in-person, by-appointment, and virtual interactions. Assess customer banking needs, gather and process account information, educate clients on deposit and loan products, and recommend solutions aligned to their goals. Maintain knowledge of consumer and business banking (including digital/self-service) while delivering accurate, excellent client experiences. Open new accounts, complete service requests, and submit credit applications. Complete NMLS registration and related background/credit checks.

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

Client Relationship Consultant 2 (Banker) Waukee, IA (Sign-On Bonus $1,500)

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Source: Company careers pageValidated by: Fursa AI
Last checked: 25 days agoStatus: Live

Job Summary

Build trusted relationships with customers through in-person, by-appointment, and virtual interactions. Assess customer banking needs, gather and process account information, educate clients on deposit and loan products, and recommend solutions aligned to their goals. Maintain knowledge of consumer and business banking (including digital/self-service) while delivering accurate, excellent client experiences. Open new accounts, complete service requests, and submit credit applications. Complete NMLS registration and related background/credit checks.
Location: Iowa
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Engage customers through multiple channels to provide counsel while adapting a digital-first mindset.
  • •Assess needs, obtain and process customer/account information, and recommend deposit and loan solutions based on customer goals.
  • •Deliver an optimal client experience by greeting clients and processing basic transactions accurately.
  • •Proactively educate clients on emerging and self-service digital products and services.
  • •Open new consumer and business accounts, complete service requests, and submit credit applications.

Pay and Benefits

Salary: 20.25 - 24.75
Perks:Health InsuranceDentalVisionLife InsuranceDisabilityParental Leave401kRetirementPaid LeavePaid HolidaysAdoption Assistance

Key Requirements

  • •High school diploma or equivalent.
  • •Typically 3 to 4 years of retail banking experience (or equivalent combination of experience and training).
  • •Proven ability to build and foster client relationships through proactive outreach and follow up.
  • •Ability to effectively engage and communicate with clients and understand their banking needs.
  • •Knowledge of applicable bank and branch policies, procedures, and support systems.
Experience:3-4 yearsRetail bankingFinancial services
Education:High School
Skills:Customer serviceInterpersonal skillsRelationship buildingCommunication
Certifications: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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