Client Relationship Consultant 4 (Banker) - Higley Rd - Gilbert, AZ

U.S. Bancorp
United States
Workplace: OnsiteFull timeUSD 27 - 33Function: Customer Success & Account ManagementExperience: 5+ yearsEducation: high_schoolSkills: ["Customer service","Interpersonal skills","Relationship building","Communication","Proactive problem-solving"]

Build trusted relationships with retail banking customers by engaging them in person, by appointment, and virtually to understand needs and recommend deposit and loan solutions. Proactively follow up to identify goals, educate customers on digital and self-service options, and provide a consistent client experience. Process basic transactions, open consumer and business accounts, complete service requests, and submit credit applications while partnering with the branch team to deliver operational excellence.

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FursaFursa
U.S. Bancorp
U.S. Bancorp
2 months ago

Client Relationship Consultant 4 (Banker) - Higley Rd - Gilbert, AZ

✓ Verified Job

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 retail banking customers by engaging them in person, by appointment, and virtually to understand needs and recommend deposit and loan solutions. Proactively follow up to identify goals, educate customers on digital and self-service options, and provide a consistent client experience. Process basic transactions, open consumer and business accounts, complete service requests, and submit credit applications while partnering with the branch team to deliver operational excellence.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Engage customers through multiple channels (in-person, by appointment, and virtually) to provide banking counsel
  • •Assess banking needs, obtain/process customer and account information, and recommend solutions aligned to customer goals
  • •Proactively reach out and follow up, asking questions and learning about customer needs and banking channel preferences
  • •Maintain knowledge of consumer and business banking products, including digital and self-service offerings
  • •Open new consumer and business accounts, complete service requests, and submit credit applications

Pay and Benefits

Salary: USD 27 - 33
Perks:Health InsuranceDentalVisionLife Insurance401kParental LeavePaid LeavePaid HolidaysAdoption AssistanceLong-term Disability

Key Requirements

  • •High school diploma or equivalent
  • •Typically 5+ years of retail banking experience (or combination of experience and training)
  • •Proven ability to build and foster customer relationships through proactive outreach and follow up
  • •Ability to effectively engage and communicate with clients to identify needs
  • •Thorough knowledge of retail banking products and services, with experience using and demonstrating digital products and self-service technologies
Experience:5+ yearsRetail bankingFinancial services
Education:High School
Skills:Customer serviceInterpersonal skillsRelationship buildingCommunicationProactive problem-solving
Certifications:NMLS registration
Tech Stack:Digital productsSelf-service technologies

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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