Client Relationship Consultant 2 (Banker) Silvernail, WI

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

Build and foster client relationships through proactive outreach and follow-up across in-person, appointment, and virtual channels. Assess customers’ banking needs, recommend deposit and loan products, and help them through basic transactions, account openings, service requests, and credit applications. Maintain knowledge of consumer and business and digital/self-service tools to deliver an optimal client experience, partnering with branch teams for operational excellence and accuracy.

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

Client Relationship Consultant 2 (Banker) Silvernail, WI

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Source: Company careers pageValidated by: Fursa AI
Last checked: 4 hours agoStatus: Live

Job Summary

Build and foster client relationships through proactive outreach and follow-up across in-person, appointment, and virtual channels. Assess customers’ banking needs, recommend deposit and loan products, and help them through basic transactions, account openings, service requests, and credit applications. Maintain knowledge of consumer and business and digital/self-service tools to deliver an optimal client experience, partnering with branch teams for operational excellence and accuracy.
Location: Wisconsin
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Build and maintain client relationships using proactive outreach and follow-up, asking questions and understanding banking channel preferences.
  • •Identify solutions for new and existing clients by engaging and communicating effectively to meet customers’ goals and needs.
  • •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, and completing service requests.
  • •Open new consumer and business accounts, submit credit applications, and educate clients on emerging and self-service digital products.

Pay and Benefits

Salary: USD 20.25 - 24.75
Perks:Health InsuranceDentalVisionLife InsuranceLong-term DisabilityParental Leave401kRetirementPaid LeavePaid HolidaysAdoption Assistance

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.
  • •Ability to build and foster relationships with clients through proactive outreach and follow-up.
  • •Ability to effectively engage and communicate with clients.
  • •Experience using and demonstrating digital products and self-service technologies.
Experience:3-4 yearsRetail banking
Education:High School
Skills:Customer serviceInterpersonal skillsRelationship buildingCommunication
Licenses: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
Glassdoor
Glassdoor: 3.8
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