Client Relationship Consultant 2 (Banker) Bearden TN

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

Build trusted relationships with consumer and business customers through proactive outreach and follow-up across in-person, appointment, and virtual channels. Assess banking needs, gather and process account information, recommend deposit and loan solutions, and provide an optimal client experience including basic transactions. Partner with branch teams to open accounts, complete service requests, submit credit applications, and educate customers on digital and self-service products, using technology to deliver operational excellence and accuracy.

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

Client Relationship Consultant 2 (Banker) Bearden TN

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 17 days agoStatus: Live

Job Summary

Build trusted relationships with consumer and business customers through proactive outreach and follow-up across in-person, appointment, and virtual channels. Assess banking needs, gather and process account information, recommend deposit and loan solutions, and provide an optimal client experience including basic transactions. Partner with branch teams to open accounts, complete service requests, submit credit applications, and educate customers on digital and self-service products, using technology to deliver operational excellence and accuracy.
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 by engaging customers via in-person, by-appointment, and virtual channels.
  • •Assess customer banking needs, obtain and process customer and account information, and recommend deposit and loan products aligned to goals.
  • •Open consumer and business accounts, complete service requests, and submit credit applications.
  • •Educate clients on emerging and self-service digital products and services using a digital-first mindset.
  • •Provide an optimal client experience, including greeting clients and processing basic transactions, while leveraging resources and technologies for operational excellence.

Pay and Benefits

Salary: USD 20 - 23 hourly
Perks:Health InsuranceDentalVisionLife InsuranceLong-term DisabilityParental Leave401kRetirementPaid LeavePaid HolidaysAdoption 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 training).
  • •Proven ability to build and foster client relationships through proactive outreach and follow-up.
  • •Ability to effectively engage and communicate with clients to identify needs and recommend solutions.
  • •Thorough knowledge of applicable bank and branch policies, procedures, and support systems.
Experience:3-4 yearsFinancial services
Education:High School
Skills:Customer serviceInterpersonal skillsProactive outreachCommunicationRelationship building
Licenses:NMLS registrationSAFE Act registrationRegulation Z

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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