Client Relationship Consultant 3 (Banker) Plymouth, MN (40 hours)

U.S. Bancorp
United States
Workplace: OnsiteFull timeUSD 25.49 - 31.15Function: Customer Success & Account ManagementEducation: high_schoolSkills: ["Relationship building","Communication","Customer service","Interpersonal skills","Recommendation making"]

Build and foster client relationships through proactive outreach and follow-up across in-person, appointment, and virtual channels. Assess customer needs and banking channel preferences, maintain expertise in consumer and business banking (including digital products), and provide an optimal client experience while processing transactions. Open new accounts, complete service requests, and submit credit applications, partnering with branch teams to deliver operational excellence and accurate service.

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FursaFursa
U.S. Bancorp
U.S. Bancorp
1 day ago

Client Relationship Consultant 3 (Banker) Plymouth, MN (40 hours)

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

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

Job Summary

Build and foster client relationships through proactive outreach and follow-up across in-person, appointment, and virtual channels. Assess customer needs and banking channel preferences, maintain expertise in consumer and business banking (including digital products), and provide an optimal client experience while processing transactions. Open new accounts, complete service requests, and submit credit applications, partnering with branch teams to deliver operational excellence and accurate service.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Engage customers via in-person, by-appointment, and virtual channels to provide best-possible counsel.
  • •Assess customer banking needs and preferences, and recommend deposit and loan solutions aligned to customers’ goals.
  • •Maintain working knowledge of consumer and business banking products and services, including digital products.
  • •Provide an optimal client experience by greeting clients and processing basic transactions.
  • •Open consumer and business accounts, complete service requests, and submit credit applications while educating clients on emerging digital and self-service options.

Pay and Benefits

Salary: USD 25.49 - 31.15
Perks:Health InsuranceLife Insurance401kPaid LeavePaid HolidaysParental Leave

Key Requirements

  • •High school diploma or equivalent.
  • •Minimum four to five years of job-related retail banking experience, or equivalent combination of experience and training.
  • •Ability to build and foster client relationships through proactive outreach and follow-up.
  • •Ability to effectively engage and communicate with clients.
  • •Ability to explore and identify customers’ true needs using a digital-first mindset.
Experience:Financial services
Education:High School
Skills:Relationship buildingCommunicationCustomer serviceInterpersonal skillsRecommendation making
Licenses:NMLS registrationNMLS (SAFE Act of 2008)Regulation Z
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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