Client Relationship Consultant 2 (Banker) - Normal

U.S. Bancorp
United States
Workplace: OnsiteFull timeUSD 20.25 - 24.75Function: Customer Success & Account ManagementExperience: 3-4 yearsEducation: high_schoolSkills: ["Relationship building","Customer service","Interpersonal skills","Proactive communication","Digital-first mindset"]

Build trusted relationships with customers by engaging in-person, by appointment, and virtually to understand banking needs and recommend deposit and loan solutions. Provide an optimal client experience through proactive outreach, account opening, service requests, and credit application submissions. Maintain knowledge of consumer and business banking products, including digital and self-service tools, and educate clients to help them meet their goals while ensuring operational excellence and accuracy.

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

Client Relationship Consultant 2 (Banker) - Normal

âś“ 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 trusted relationships with customers by engaging in-person, by appointment, and virtually to understand banking needs and recommend deposit and loan solutions. Provide an optimal client experience through proactive outreach, account opening, service requests, and credit application submissions. Maintain knowledge of consumer and business banking products, including digital and self-service tools, and educate clients to help them meet their goals while ensuring operational excellence and accuracy.
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 via proactive outreach and follow up, asking questions about financial needs and channel preferences.
  • •Recommend appropriate deposit and loan products and services based on customers’ goals, and provide a consistent client experience including greeting and processing basic transactions.
  • •Maintain working knowledge of consumer and business banking products, including digital products and services.
  • •Open new consumer and business accounts, complete service requests, and submit credit applications.
  • •Educate clients on emerging and self-service digital products to support their financial needs using available resources and technologies.

Pay and Benefits

Salary: USD 20.25 - 24.75
Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid LeaveParental Leave

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.
  • •Bilingual Spanish & English is a plus.
  • •Proven ability to build and foster relationships with clients through proactive outreach and follow up.
  • •Ability to effectively engage and communicate with clients and demonstrate customer service and interpersonal skills.
Experience:3-4 yearsRetail bankingFinancial services
Education:High School
Skills:Relationship buildingCustomer serviceInterpersonal skillsProactive communicationDigital-first mindset
Licenses:NMLS registration
Languages:SpanishEnglish
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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