Client Relationship Consultant 2 (Banker) - UT-St George Main (38hrs)

U.S. Bancorp
United States
Workplace: OnsiteFull timeFunction: Customer Success & Account ManagementExperience: 3-4 yearsEducation: high_schoolSkills: ["Client relationship-building","Communication","Customer service","Interpersonal skills","Recommendation ability"]

Build and maintain strong client relationships through proactive outreach and follow-up across in-person, appointment, and virtual channels. Assess customer banking needs, provide guidance on deposit and loan products, and recommend solutions aligned to goals. Support an optimal client experience by greeting clients, processing basic transactions, opening accounts, completing service requests, and submitting credit applications. Educate clients on emerging and self-service digital tools while collaborating with branch partners and maintaining operational excellence.

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FursaFursa
U.S. Bancorp
U.S. Bancorp
3 hours ago

Client Relationship Consultant 2 (Banker) - UT-St George Main (38hrs)

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Source: Company careers pageValidated by: Fursa AI
Last checked: 3 hours agoStatus: Live

Job Summary

Build and maintain strong client relationships through proactive outreach and follow-up across in-person, appointment, and virtual channels. Assess customer banking needs, provide guidance on deposit and loan products, and recommend solutions aligned to goals. Support an optimal client experience by greeting clients, processing basic transactions, opening accounts, completing service requests, and submitting credit applications. Educate clients on emerging and self-service digital tools while collaborating with branch partners and maintaining operational excellence.
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, learning customer needs and preferred banking channels.
  • •Engage and communicate with clients to identify solutions for new and existing customers based on their goals.
  • •Maintain knowledge of consumer and business banking products, including digital products and services, to deliver a consistent client experience.
  • •Provide branch support by greeting clients, processing basic transactions, opening consumer and business accounts, completing service requests, and submitting credit applications.
  • •Educate clients on emerging and self-service digital products while collaborating with branch team members to serve customers with operational excellence and accuracy.

Pay and Benefits

Perks:Health InsuranceDentalVisionLife Insurance401kRetirementPaid LeavePaid HolidaysParental LeaveAdoption Assistance

Key Requirements

  • •High school diploma or equivalent.
  • •Typically 3 to 4 years of retail banking experience (or a combination of experience and commensurate training).
  • •Proven ability to build and foster client relationships through proactive outreach and follow-up.
  • •Ability to effectively engage and communicate with clients.
  • •Thorough knowledge of applicable bank and branch policies, procedures, and support systems.
Experience:3-4 yearsFinancial services
Education:High School
Skills:Client relationship-buildingCommunicationCustomer serviceInterpersonal skillsRecommendation ability
Licenses:NMLS registrationSAFE ActRegulation Z

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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