Customer Relationship Consultant 2 (Banker) Hardin Valley TN

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

Build and deepen relationships with retail banking customers by engaging them in person, by appointment, and virtually. Assess customers’ needs, collect and process account information, educate clients on deposit and loan products, and recommend solutions aligned to their goals. Support an optimal client experience by handling basic transactions, opening accounts, completing service requests, and submitting credit applications. Use a digital-first approach and help clients adopt emerging self-service tools.

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

Customer Relationship Consultant 2 (Banker) Hardin Valley TN

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 24 days agoStatus: Live

Job Summary

Build and deepen relationships with retail banking customers by engaging them in person, by appointment, and virtually. Assess customers’ needs, collect and process account information, educate clients on deposit and loan products, and recommend solutions aligned to their goals. Support an optimal client experience by handling basic transactions, opening accounts, completing service requests, and submitting credit applications. Use a digital-first approach and help clients adopt emerging self-service tools.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Engage and build relationships with customers via in-person, by appointment, and virtual channels using a digital-first mindset.
  • •Assess banking needs, obtain and process customer and account information, and recommend deposit and loan solutions aligned to customer goals.
  • •Maintain working knowledge of consumer and business banking products and services, including digital offerings.
  • •Provide a consistent client experience by greeting customers and processing basic transactions.
  • •Open new consumer and business accounts, complete service requests, and submit credit applications; educate customers on emerging self-service digital products.

Pay and Benefits

Salary: USD 20 - 23
Perks:Health InsuranceLife InsuranceDisability InsuranceParental Leave401kPaid 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 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 and understand their needs.
  • •Thorough knowledge of applicable bank and branch policies, procedures, and support systems.
Experience:3-4 yearsFinancial servicesRetail banking
Education:High School
Skills:Customer serviceInterpersonal skillsRelationship buildingCommunicationNeeds assessment
Licenses:National Mortgage Licensing System (NMLS) registration
Tech Stack:NMLSSAFE Act of 2008Regulation ZDigital 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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