Client Relationship Consultant 2 (Banker) - Altoona

U.S. Bancorp
United States
Workplace: OnsiteFull timeUSD 20.25 - 24.75Function: Customer Success & Account ManagementExperience: 3-4 yearsEducation: high_schoolSkills: ["Customer focus","Relationship building","Communication","Interpersonal skills","Recommendation skills"]

Build and foster lasting relationships with consumer and business clients through proactive outreach, follow-up, and tailored conversations across multiple channels. Assess client needs and banking channel preferences, educate customers on deposit and loan products plus digital/self-service tools, and recommend solutions aligned to their goals. Provide an optimal client experience by greeting clients, processing basic transactions, opening new accounts, completing service requests, and submitting credit applications while partnering with branch teams.

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FursaFursa
U.S. Bancorp
U.S. Bancorp
4 days ago

Client Relationship Consultant 2 (Banker) - Altoona

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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 and foster lasting relationships with consumer and business clients through proactive outreach, follow-up, and tailored conversations across multiple channels. Assess client needs and banking channel preferences, educate customers on deposit and loan products plus digital/self-service tools, and recommend solutions aligned to their goals. Provide an optimal client experience by greeting clients, processing basic transactions, opening new accounts, completing service requests, and submitting credit applications while partnering with branch teams.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Engage clients via in-person, by appointment, and virtually to provide best-possible counsel using a digital-first mindset
  • •Assess customer banking needs and channel preferences; ask questions and learn about customer goals
  • •Maintain knowledge of consumer and business banking products and provide consistent, optimal client experience including greeting clients and processing basic transactions
  • •Open new consumer and business accounts, complete service requests, and submit credit applications
  • •Proactively educate clients on emerging and self-service digital products and services and recommend solutions to meet individual needs

Pay and Benefits

Salary: USD 20.25 - 24.75
Perks:Health InsuranceDentalVision401kPaid LeaveLife InsuranceRetirementPaid Holidays

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 relationships with clients through proactive outreach and follow up
  • •Ability to effectively engage and communicate with clients
  • •Ability to demonstrate and use digital products and self-service technologies while understanding customer needs in a digital-first mindset
Experience:3-4 yearsFinancial servicesRetail banking
Education:High School
Skills:Customer focusRelationship buildingCommunicationInterpersonal skillsRecommendation skills
Licenses:NMLS registrationSAFE Act 2008Regulation Z
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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