2 days ago

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

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 22 hours 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: 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 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

Glassdoor: 3.8

Website LinkedIn Glassdoor

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U.S. Bancorp

2 days ago

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

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 22 hours agoStatus: Live

Job Summary

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 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

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: 3.8

Website LinkedIn Glassdoor