Client Relationship Consultant 3 (Banker) - Cosmopolitan

U.S. Bancorp
Chicago
Workplace: OnsiteFull timeUSD 27.22 - 33.26Function: Customer Success & Account ManagementExperience: 4-5 yearsEducation: high_schoolSkills: ["Customer service","Relationship building","Interpersonal skills","Communication","Recommendation skills"]

Build trusted relationships with consumer and business clients through proactive outreach across in-person, appointment, and virtual channels. Assess customer banking needs, educate clients on deposit and loan products (including digital self-service options), and recommend solutions aligned to goals. Provide a consistent client experience by greeting clients, processing basic transactions, opening accounts, completing service requests, and submitting credit applications, while partnering with branch teams to deliver operational excellence.

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FursaFursa
U.S. Bancorp
U.S. Bancorp
2 days ago

Client Relationship Consultant 3 (Banker) - Cosmopolitan

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Source: Company careers pageValidated by: Fursa AI
Last checked: 20 hours agoStatus: Live

Job Summary

Build trusted relationships with consumer and business clients through proactive outreach across in-person, appointment, and virtual channels. Assess customer banking needs, educate clients on deposit and loan products (including digital self-service options), and recommend solutions aligned to goals. Provide a consistent client experience by greeting clients, processing basic transactions, opening accounts, completing service requests, and submitting credit applications, while partnering with branch teams to deliver operational excellence.
Location: Chicago
Workplace: Onsite
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.
  • •Engage and communicate with clients to identify solutions for new and existing clients based on their needs.
  • •Maintain working knowledge of consumer and business banking products and services, including digital products and services.
  • •Provide an optimal client experience by greeting clients and processing basic transactions, while collaborating with branch team members and partners.
  • •Open new consumer and business accounts, complete service requests, submit credit applications, and educate clients on emerging self-service digital products.

Pay and Benefits

Salary: USD 27.22 - 33.26
Perks:Health InsuranceDentalVision401kLife InsurancePaid LeavePaid HolidaysParental LeaveAdoption Assistance

Key Requirements

  • •High school diploma or equivalent.
  • •Typically 4 to 5 years of job-related, retail banking experience (or equivalent combination of experience and training).
  • •Build and foster client relationships through proactive outreach and follow up.
  • •Knowledge of applicable bank and branch policies, procedures, and support systems, including retail products and services.
  • •This role requires NMLS registration under the S.A.F.E. Act of 2008 and Regulation Z, including a criminal background and credit check.
Experience:4-5 yearsFinancial services
Education:High School
Skills:Customer serviceRelationship buildingInterpersonal skillsCommunicationRecommendation skills
Licenses:NMLS registrationSAFE Act of 2008Regulation 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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