Client Relationship Consultant 2

U.S. Bancorp
United States
Workplace: OnsiteFull timeUSD 23.19 - 28.35Function: Customer Success & Account ManagementExperience: 3-4 yearsEducation: high_schoolSkills: ["Relationship building","Communication","Customer service","Interpersonal skills","Proactive outreach"]

Build trusted relationships with consumer and business clients by engaging via in-person, appointment, and virtual channels. Assess customer needs, recommend deposit and loan products, and educate clients on self-service and digital banking tools. Process transactions and service requests, open new accounts, and complete credit applications. Partner with branch team members to deliver consistent, operationally excellent client experiences while meeting NMLS registration requirements.

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FursaFursa
U.S. Bancorp
U.S. Bancorp
3 days ago

Client Relationship Consultant 2

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 4 hours agoStatus: Live

Job Summary

Build trusted relationships with consumer and business clients by engaging via in-person, appointment, and virtual channels. Assess customer needs, recommend deposit and loan products, and educate clients on self-service and digital banking tools. Process transactions and service requests, open new accounts, and complete credit applications. Partner with branch team members to deliver consistent, operationally excellent client experiences while meeting NMLS registration requirements.
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 through proactive outreach, follow up, and needs-based conversations.
  • •Assess and recommend solutions using a digital-first approach while maintaining knowledge of banking products and services.
  • •Provide consistent client experience by greeting clients and processing basic transactions.
  • •Open new consumer and business accounts, complete service requests, and submit credit applications.
  • •Educate clients on emerging and self-service digital products and support branch partnerships to serve clients.

Pay and Benefits

Salary: USD 23.19 - 28.35
Perks:Health InsuranceDentalVisionLife InsuranceDisabilityParental Leave401kPaid Leave

Key Requirements

  • •High school diploma or equivalent.
  • •Typically 3 to 4 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.
  • •Effectively engage and communicate with clients.
  • •Demonstrate customer service and interpersonal skills, including using and demonstrating digital products and self-service technologies.
Experience:3-4 yearsRetail bankingFinancial services
Education:High School
Skills:Relationship buildingCommunicationCustomer serviceInterpersonal skillsProactive outreach
Licenses:NMLS registration
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
Glassdoor
Glassdoor: 3.8
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