Client Relationship Consultant 2 (Banker) Lebanon KY

U.S. Bancorp
Lebanon
Workplace: OnsiteFull timeUSD 20 - 23 annuallyFunction: Customer Success & Account ManagementExperience: 3-4 yearsEducation: high_schoolSkills: ["Relationship building","Proactive outreach","Customer service","Interpersonal skills","Communication"]

Build trusted relationships with consumer and business customers through in-person, appointment, and virtual outreach. Assess banking needs, educate clients on deposit and loan products, and recommend solutions aligned to each customer’s goals. Process basic transactions, open new accounts, submit credit applications, and handle service requests. Partner with branch teams to deliver an optimal client experience, using digital first/self-service tools and operational excellence. NMLS registration under the S.A.F.E. Act and Regulation Z is required.

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FursaFursa
U.S. Bancorp
U.S. Bancorp
3 months ago

Client Relationship Consultant 2 (Banker) Lebanon KY

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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
Reposted: similar role first listed 1 month ago

Job Summary

Build trusted relationships with consumer and business customers through in-person, appointment, and virtual outreach. Assess banking needs, educate clients on deposit and loan products, and recommend solutions aligned to each customer’s goals. Process basic transactions, open new accounts, submit credit applications, and handle service requests. Partner with branch teams to deliver an optimal client experience, using digital first/self-service tools and operational excellence. NMLS registration under the S.A.F.E. Act and Regulation Z is required.
Location: Lebanon
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Foster client relationships via proactive outreach and follow up across in-person, appointment, and virtual channels.
  • •Assess and document customer banking needs by obtaining and processing customer and account information.
  • •Educate customers on deposit and loan products and services, including emerging and self-service digital products.
  • •Provide consistent client experience by greeting clients, processing basic transactions, opening new accounts, completing service requests, and submitting credit applications.
  • •Leverage available resources and technologies to optimize client experience and maintain operational excellence and accuracy.

Pay and Benefits

Salary: USD 20 - 23 annually
Perks:Health InsuranceDentalVisionLife InsuranceDisability401kRetirementPaid LeavePaid HolidaysParental LeaveAdoption Assistance

Key Requirements

  • •High school diploma or equivalent.
  • •Minimum three to four years of job-related retail banking experience or equivalent combination of experience and training.
  • •Proven ability to build and foster client relationships through proactive outreach and follow up.
  • •Thorough knowledge of applicable bank and branch policies, procedures, and support systems.
  • •Demonstrated customer service and interpersonal skills, including basic ability to make appropriate product recommendations using a digital first mindset.
Experience:3-4 yearsRetail bankingFinancial services
Education:High School
Skills:Relationship buildingProactive outreachCustomer serviceInterpersonal skillsCommunication
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
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Glassdoor: 3.8
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