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

U.S. Bancorp
Des Moines
Workplace: OnsiteFull timeUSD 20.25 - 24.75Function: Customer Success & Account ManagementExperience: 3-4 yearsEducation: high_schoolSkills: ["Customer service","Interpersonal skills","Relationship building","Communication","Recommendation skills"]

Build strong relationships with retail banking customers through proactive outreach and follow-up across in-person, appointment, and virtual channels. Assess client banking needs, gather and process account information, and educate customers on deposit and loan products while recommending solutions aligned to their goals. Deliver an optimal client experience by greeting clients, completing basic transactions, opening accounts, processing service requests, and submitting credit applications. Educate clients on digital and self-service tools using operational excellence and accuracy.

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FursaFursa
U.S. Bancorp
U.S. Bancorp
3 months ago

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

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Source: Company careers pageValidated by: Fursa AI
Last checked: 24 days agoStatus: Live

Job Summary

Build strong relationships with retail banking customers through proactive outreach and follow-up across in-person, appointment, and virtual channels. Assess client banking needs, gather and process account information, and educate customers on deposit and loan products while recommending solutions aligned to their goals. Deliver an optimal client experience by greeting clients, completing basic transactions, opening accounts, processing service requests, and submitting credit applications. Educate clients on digital and self-service tools using operational excellence and accuracy.
Location: Des Moines
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 using in-person, by-appointment, and virtual channels
  • •Assess customer needs, obtain and process customer and account information, and recommend deposit and loan solutions aligned to client goals
  • •Maintain working knowledge of consumer and business banking products and services, including digital products and services
  • •Provide an optimal client experience by greeting clients, processing basic transactions, opening consumer and business accounts, and completing service requests
  • •Proactively educate clients on emerging and self-service digital products and services and submit credit applications when needed

Pay and Benefits

Salary: USD 20.25 - 24.75
Equity and Bonus:Equity
Perks:Health InsuranceDentalVision401kPaid LeaveParental Leave

Key Requirements

  • •High school diploma or equivalent
  • •Typically 3 to 4 years of job-related retail banking experience or a combination of experience and commensurate training
  • •Proven ability to build and foster relationships with clients through proactive outreach and follow up
  • •Ability to effectively engage and communicate with clients
  • •Knowledge of applicable bank and branch policies, procedures, and support systems
Experience:3-4 yearsRetail bankingFinancial services
Education:High School
Skills:Customer serviceInterpersonal skillsRelationship buildingCommunicationRecommendation skills
Licenses:NMLS
Certifications:NMLS registration
Tech Stack:Digital productsSelf-service technologies

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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