Client Relationship Consultant 2 (Banker) - Clovis, NM (20 hrs)

U.S. Bancorp
United States
Workplace: OnsitePart timeUSD 20 - 23Function: Customer Success & Account ManagementExperience: 3-4 yearsEducation: high_schoolSkills: ["Customer service","Interpersonal skills","Proactive outreach","Relationship building","Communication"]

Build trusted relationships with consumer and business customers through proactive outreach and multi-channel interactions, helping them understand their banking needs and channel preferences. Provide an optimal client experience by greeting customers, processing basic transactions, and opening accounts while submitting credit applications. Maintain knowledge of deposit/loan and digital self-service offerings, educate clients on emerging digital products, and partner with branch teams to deliver accurate, operationally excellent service.

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

Client Relationship Consultant 2 (Banker) - Clovis, NM (20 hrs)

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 5 hours agoStatus: Live

Job Summary

Build trusted relationships with consumer and business customers through proactive outreach and multi-channel interactions, helping them understand their banking needs and channel preferences. Provide an optimal client experience by greeting customers, processing basic transactions, and opening accounts while submitting credit applications. Maintain knowledge of deposit/loan and digital self-service offerings, educate clients on emerging digital products, and partner with branch teams to deliver accurate, operationally excellent service.
Location: United States
Workplace: Onsite
Employment Type: Part time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Engage customers via in-person, by-appointment, and virtual channels to provide counsel and adapt to a digital-first mindset.
  • •Assess customer banking needs, obtain/process customer and account information, and recommend solutions aligned to customers’ goals.
  • •Maintain working knowledge of consumer and business banking products and services, including digital products and services.
  • •Provide an optimal client experience by greeting clients and processing basic transactions, service requests, and credit applications.
  • •Educate clients on emerging and self-service digital products and collaborate with branch team members and partners to better serve customers.

Pay and Benefits

Salary: USD 20 - 23
Perks:Health InsuranceDentalVisionLife Insurance401kRetirementPaid LeavePaid HolidayParental LeaveLong-term Disability

Key Requirements

  • •High school diploma or equivalent.
  • •Minimum three to four years of job-related retail banking experience (or a combination of experience and commensurate training).
  • •National Mortgage Licensing System (NMLS) registration under the S.A.F.E. Act of 2008 and Regulation Z, including passing required background and credit checks.
  • •Business-level bilingual ability in Spanish and English (read, write, and speak).
  • •Experience building and fostering client relationships through proactive outreach and follow-up, with proven customer service and interpersonal skills.
Experience:3-4 yearsFinancial servicesRetail banking
Education:High School
Skills:Customer serviceInterpersonal skillsProactive outreachRelationship buildingCommunication
Licenses:NMLS registrationSAFE ActRegulation Z
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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