Client Relationship Consultant 2 (Banker) Market Square Brookfield, WI

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

Build trusted relationships with consumer and business customers by engaging them in person, by appointment, and virtually. Assess banking needs, collect and process account information, and recommend deposit and loan products aligned to each customer’s goals. Open new accounts, complete service requests, and submit credit applications while educating customers on digital and self-service tools. Partner with branch teams to deliver an accurate, consistent client experience with operational excellence.

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

Client Relationship Consultant 2 (Banker) Market Square Brookfield, WI

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 23 days agoStatus: Live

Job Summary

Build trusted relationships with consumer and business customers by engaging them in person, by appointment, and virtually. Assess banking needs, collect and process account information, and recommend deposit and loan products aligned to each customer’s goals. Open new accounts, complete service requests, and submit credit applications while educating customers on digital and self-service tools. Partner with branch teams to deliver an accurate, consistent client experience with operational excellence.
Location: Wisconsin
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 customer banking needs, obtain and process customer/account information, and recommend solutions aligned to goals.
  • •Maintain knowledge of consumer and business banking products and services, including digital products and self-service options.
  • •Provide a consistent client experience by greeting customers and processing basic transactions while leveraging resources to optimize service accuracy.
  • •Open new consumer and business accounts, complete service requests, and submit credit applications; educate clients on emerging digital and self-service tools.

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability Insurance401kPaid LeaveAdoption 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 commensurate training).
  • •Proven ability to build and foster client relationships through proactive outreach and follow-up.
  • •Ability to effectively engage and communicate with clients, including understanding their banking channel preferences.
  • •Thorough knowledge of applicable bank and branch policies, procedures, and support systems.
Experience:3-4 yearsRetail bankingFinancial services
Education:High School
Skills:Customer serviceInterpersonal skillsRelationship buildingCommunication
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
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Glassdoor: 3.8
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