Client Relationship Consultant 2 (Banker) - UT-Logan Smith's

U.S. Bancorp
United States
Full timeUSD 20 - 22 hourlyFunction: Customer Success & Account ManagementExperience: 3-4 yearsEducation: high_schoolSkills: ["Customer service","Interpersonal skills","Communication","Relationship building","Interpersonal communication"]

Build trusted relationships with customers by engaging in-person, by appointment, and virtually to understand banking needs and recommend deposit and loan solutions aligned to individual goals. Maintain a working knowledge of consumer and business banking products (including digital/self-service), provide an excellent customer experience, and process basic transactions. Partner with branch teams, open new accounts, submit credit applications, and proactively educate customers on emerging digital tools. Requires NMLS registration under the S.A.F.E. Act and Regulation Z.

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FursaFursa
U.S. Bancorp
U.S. Bancorp
5 days ago

Client Relationship Consultant 2 (Banker) - UT-Logan Smith's

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 19 hours agoStatus: Live

Job Summary

Build trusted relationships with customers by engaging in-person, by appointment, and virtually to understand banking needs and recommend deposit and loan solutions aligned to individual goals. Maintain a working knowledge of consumer and business banking products (including digital/self-service), provide an excellent customer experience, and process basic transactions. Partner with branch teams, open new accounts, submit credit applications, and proactively educate customers on emerging digital tools. Requires NMLS registration under the S.A.F.E. Act and Regulation Z.
Location: United States
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, asking questions to understand financial needs and banking channel preferences.
  • •Assess needs and recommend appropriate deposit and loan products and services based on customer goals, using a digital-first mindset.
  • •Maintain working knowledge of consumer and business banking products and services, including digital products and self-service options.
  • •Provide an optimal client experience, including greeting clients and processing basic transactions.
  • •Open new consumer and business accounts, complete service requests, submit credit applications, and educate clients on emerging and self-service digital products and services.

Pay and Benefits

Salary: USD 20 - 22 hourly
Perks:Health InsuranceDentalVision401kPaid LeaveLife Insurance

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 relationships with clients through proactive outreach and follow up.
  • •Ability to effectively engage and communicate with clients.
  • •Thorough knowledge of applicable bank and branch policies, procedures and support systems.
Experience:3-4 yearsRetail bankingFinancial services
Education:High School
Skills:Customer serviceInterpersonal skillsCommunicationRelationship buildingInterpersonal communication
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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