3 days ago

Client Relationship Consultant (Banker - multi-level) - (Multiple locations 30-36hrs)

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 7 hours agoStatus: Live

Job Summary

Build trusting relationships with customers by assessing their banking needs, collecting and processing account information, and educating them on deposit and loan products. Originate and close consumer loans, open accounts, and support branch coverage. The role offers multiple levels based on experience (3–5 years minimum in customer service and sales) and includes NMLS registration requirements under the SAFE Act and Regulation Z.

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Customer Success & Account Management

Seniority: Mid level

Key Responsibilities

•Build customer relationships by engaging customers face to face and providing counsel based on their banking needs.
•Assess and attend to customers’ banking needs, obtain and process customer and account information, and educate customers on deposit and loan products.
•Recommend financial solutions aligned to customers’ goals and needs.
•Originate and close consumer loans, and open accounts (including opening and/or closing the branch).
•Meet NMLS registration requirements under the SAFE Act of 2008 and Regulation Z, including background and credit checks.

Pay and Benefits

Salary: USD 21.68 - 26.5

Perks:Health InsuranceDentalVisionLife InsuranceDisability401kRetirementPaid LeavePaid HolidayParental LeaveAdoption Assistance

Key Requirements

•High school diploma or equivalent.
•3–4 years of customer service experience and 3–4 years of sales experience (for Client Relationship Consultant 2).
•4–5 years of customer service experience and 4–5 years of sales experience (for Client Relationship Consultant 3).
•Proven customer service and interpersonal skills, including strong verbal and written communication.
•Strong mathematical, problem-solving, and negotiation skills.

Experience:3-5 yearsFinancial services

Education:High School

Skills:Customer serviceInterpersonal skillsCommunicationProblem-solvingNegotiation

Licenses:NMLS registration

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

Glassdoor: 3.8

Website LinkedIn Glassdoor

Loading job details...

Preparing the role view and application actions.

U.S. Bancorp

3 days ago

Client Relationship Consultant (Banker - multi-level) - (Multiple locations 30-36hrs)

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 7 hours agoStatus: Live

Job Summary

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Customer Success & Account Management

Seniority: Mid level

Key Responsibilities

•Build customer relationships by engaging customers face to face and providing counsel based on their banking needs.
•Assess and attend to customers’ banking needs, obtain and process customer and account information, and educate customers on deposit and loan products.
•Recommend financial solutions aligned to customers’ goals and needs.
•Originate and close consumer loans, and open accounts (including opening and/or closing the branch).
•Meet NMLS registration requirements under the SAFE Act of 2008 and Regulation Z, including background and credit checks.

Pay and Benefits

Salary: USD 21.68 - 26.5

Perks:Health InsuranceDentalVisionLife InsuranceDisability401kRetirementPaid LeavePaid HolidayParental LeaveAdoption Assistance

Key Requirements

•High school diploma or equivalent.
•3–4 years of customer service experience and 3–4 years of sales experience (for Client Relationship Consultant 2).
•4–5 years of customer service experience and 4–5 years of sales experience (for Client Relationship Consultant 3).
•Proven customer service and interpersonal skills, including strong verbal and written communication.
•Strong mathematical, problem-solving, and negotiation skills.

Experience:3-5 yearsFinancial services

Education:High School

Skills:Customer serviceInterpersonal skillsCommunicationProblem-solvingNegotiation

Licenses:NMLS registration

Company Brief

U.S. Bancorp

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

Glassdoor: 3.8

Website LinkedIn Glassdoor