Client Relationship Consultant 2 (Banker) -Lakeville

U.S. Bancorp
United States
Workplace: OnsiteFull timeUSD 21.68 - 26.5 hourlyFunction: Customer Success & Account ManagementExperience: 3-4 yearsSkills: ["Client relationship building","Communication","Customer service","Interpersonal skills","Recommendation skills"]

Build trusted relationships with consumer and business customers by engaging them in person, by appointment, and virtually. Assess client banking needs, recommend deposit and loan solutions, and guide customers on digital and self-service tools. Maintain product and policy knowledge, process basic transactions, open new accounts, complete service requests, and submit credit applications while delivering an accurate, consistent client experience. Collaborate closely with branch teams and partners to serve customers operationally.

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

Client Relationship Consultant 2 (Banker) -Lakeville

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

Job Summary

Build trusted relationships with consumer and business customers by engaging them in person, by appointment, and virtually. Assess client banking needs, recommend deposit and loan solutions, and guide customers on digital and self-service tools. Maintain product and policy knowledge, process basic transactions, open new accounts, complete service requests, and submit credit applications while delivering an accurate, consistent client experience. Collaborate closely with branch teams and partners to serve customers operationally.
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 discovery of financial needs and channel preferences.
  • •Recommend and match deposit and loan solutions to customer goals while maintaining knowledge of consumer and business banking products (including digital).
  • •Provide an optimal client experience by greeting clients, processing basic transactions, and completing service requests.
  • •Open new consumer and business accounts and submit credit applications as needed.
  • •Educate clients on emerging and self-service digital products and leverage resources to optimize the client experience with operational excellence and accuracy.

Pay and Benefits

Salary: USD 21.68 - 26.5 hourly
Perks:Health InsuranceDentalVision401kLife InsuranceRetirementPaid LeavePaid HolidaysDisabilityParental 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.
  • •Ability to build and foster client relationships through proactive outreach and follow up.
  • •Ability to effectively engage and communicate with clients.
  • •Experience using and demonstrating digital products and self-service technologies.
Experience:3-4 yearsRetail bankingFinancial services
Skills:Client relationship buildingCommunicationCustomer serviceInterpersonal skillsRecommendation skills
Certifications: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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