Client Relationship Consultant 2- Spanish & English - Berwyn Cermak

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

Build and maintain strong client relationships by engaging customers in person, by appointment, and virtually. Assess client banking needs, proactively follow up, and provide tailored guidance on consumer and business deposit and loan products. Process basic transactions, open new accounts, complete service requests, and help submit credit applications. Educate clients on emerging and self-service digital products while partnering with branch teams to deliver an accurate, consistent client experience.

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FursaFursa
U.S. Bancorp
U.S. Bancorp
5 days ago

Client Relationship Consultant 2- Spanish & English - Berwyn Cermak

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 14 hours agoStatus: Live

Job Summary

Build and maintain strong client relationships by engaging customers in person, by appointment, and virtually. Assess client banking needs, proactively follow up, and provide tailored guidance on consumer and business deposit and loan products. Process basic transactions, open new accounts, complete service requests, and help submit credit applications. Educate clients on emerging and self-service digital products while partnering with branch teams to deliver an accurate, consistent client experience.
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 and follow up across in-person, appointment, and virtual channels.
  • •Assess customers’ banking needs, ask questions, and provide counsel aligned to each client’s goals and preferences.
  • •Maintain knowledge of consumer and business banking products and services, including digital products and services.
  • •Provide consistent client experience by greeting clients, processing basic transactions, opening accounts, and completing service requests.
  • •Proactively educate clients on emerging and self-service digital products and services, partnering with branch teams to serve clients with operational excellence.

Pay and Benefits

Salary: USD 23.19 - 28.35
Perks:Health Insurance401k

Key Requirements

  • •High school diploma or equivalent.
  • •Typically 3 to 4 years of job-related retail banking experience, or a combination of experience and training.
  • •Bilingual ability to read, write, and speak in business-level proficiency of Spanish and English.
  • •Requirement to register with NMLS under the S.A.F.E. Act of 2008 and Regulation Z, including criminal background and credit check.
  • •Ability to work from a U.S. Bank location for all scheduled work days.
Experience:3-4 yearsFinancial services
Education:High School
Skills:Client relationship buildingCustomer serviceInterpersonal skillsCommunicationRecommendations
Certifications:NMLS registration
Languages:SpanishEnglish

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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