Client Relationship Consultant 2 (Banker) - Gig Harbor, WA

U.S. Bancorp
United States
Workplace: OnsiteFull time24.92 - 30.46Function: Customer Success & Account ManagementExperience: 3-4 yearsEducation: high_schoolSkills: ["Proactive outreach","Customer service","Interpersonal skills","Communication","Relationship building"]

Build and foster client relationships for consumer and business banking needs through proactive outreach and follow-up across in-person, appointment, and virtual channels. Maintain strong knowledge of deposit and loan products, provide an optimal client experience, process basic transactions, and open accounts. Educate clients on emerging digital and self-service banking tools, use resources and technologies for accuracy and operational excellence, and complete service requests and credit applications under NMLS/Reg Z requirements.

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

Client Relationship Consultant 2 (Banker) - Gig Harbor, WA

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

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

Job Summary

Build and foster client relationships for consumer and business banking needs through proactive outreach and follow-up across in-person, appointment, and virtual channels. Maintain strong knowledge of deposit and loan products, provide an optimal client experience, process basic transactions, and open accounts. Educate clients on emerging digital and self-service banking tools, use resources and technologies for accuracy and operational excellence, and complete service requests and credit applications under NMLS/Reg Z requirements.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Engage clients through in-person, appointment, and virtual channels while adapting a digital-first mindset.
  • •Assess client banking needs, obtain and process customer/account information, and recommend solutions aligned to goals.
  • •Provide a consistent client experience, including greeting clients and processing basic transactions.
  • •Open new consumer and business accounts, complete service requests, and submit credit applications.
  • •Proactively educate clients on emerging and self-service digital products and services and collaborate with branch team members to serve clients.

Pay and Benefits

Salary: 24.92 - 30.46
Perks:Health InsuranceDentalVision401kPaid 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.
  • •Ability to build and foster client relationships 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 bankingFinancial servicesDigital banking
Education:High School
Skills:Proactive outreachCustomer serviceInterpersonal skillsCommunicationRelationship building
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
Glassdoor
Glassdoor: 3.8
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