Client Relationship Consultant 2 -Spanish & English- Oak Park Madison St

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

Build trusted relationships with retail banking customers through proactive outreach, follow-up, and multi-channel engagement (in person, by appointment, and virtually). Assess customers’ banking needs, provide guidance on deposit and loan products, and open accounts or complete service requests. Maintain knowledge of consumer and business offerings, recommend solutions aligned to goals, and educate customers on digital and self-service tools while delivering accurate, excellent client experiences.

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FursaFursa
U.S. Bancorp
U.S. Bancorp
1 day ago

Client Relationship Consultant 2 -Spanish & English- Oak Park Madison St

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Last checked: 6 hours agoStatus: Live

Job Summary

Build trusted relationships with retail banking customers through proactive outreach, follow-up, and multi-channel engagement (in person, by appointment, and virtually). Assess customers’ banking needs, provide guidance on deposit and loan products, and open accounts or complete service requests. Maintain knowledge of consumer and business offerings, recommend solutions aligned to goals, and educate customers on digital and self-service tools while delivering accurate, excellent client experiences.
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 learning customers’ needs and channel preferences.
  • •Identify solutions for new and existing clients by engaging and communicating effectively.
  • •Maintain knowledge of consumer and business banking products, services, and digital offerings, and provide consistent client experience.
  • •Process basic transactions, 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 and deliver operational excellence.

Pay and Benefits

Salary: USD 23.19 - 28.35 hourly
Perks:Health InsuranceDentalVision401kPaid LeaveLife InsuranceRetirement

Key Requirements

  • •High school diploma or equivalent.
  • •Typically 3 to 4 years of retail banking experience or a combination of experience and commensurate training.
  • •Bilingual ability to read, write, and speak Spanish and English at business-level proficiency.
  • •Ability to build and foster client relationships through proactive outreach and follow-up.
  • •Ability to meet NMLS registration requirements under the S.A.F.E. Act of 2008 and Regulation Z, including criminal background and credit check.
Experience:3-4 yearsRetail bankingFinancial services
Education:High School
Skills:Customer serviceInterpersonal skillsProactive outreachRelationship buildingRecommendations
Certifications:NMLS registration
Languages:SpanishEnglish

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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