3 days ago

client Relationship Consultant 3 (Banker) Montgomery Road, OH Office

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 7 hours agoStatus: Live

Job Summary

Build strong relationships with consumer and business customers by engaging in person, by appointment, and virtually. Assess customers’ banking needs, gather and process information, educate them on deposit and loan products, and recommend solutions aligned to their goals. Provide an optimal client experience, perform basic transactions, open accounts, complete service requests, and submit credit applications, leveraging digital and branch resources. Work collaboratively with branch teams to drive operational excellence.

Location: Cincinnati, Ohio

Workplace: Onsite

Employment Type: Full time

Job Function: Customer Success & Account Management

Key Responsibilities

•Engage customers through multiple channels (in-person, by appointment, and virtually) with a digital-first mindset.
•Assess banking needs, obtain and process customer and account information, and recommend deposit and loan solutions.
•Provide consistent 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 leverage resources to optimize experience with operational accuracy.

Pay and Benefits

Salary: USD 23.75 - 29.03

Perks:Health InsuranceDentalVision401kPaid LeaveLife InsuranceParental Leave

Key Requirements

•High school diploma or equivalent.
•Minimum four to five years of job-related retail banking experience (or equivalent combination of experience and training).
•Proven ability to build and foster client relationships through proactive outreach and follow up.
•Ability to effectively engage and communicate with clients.
•Thorough knowledge of all retail banking products and services.

Experience:4-5 yearsRetail bankingFinancial services

Education:High School

Skills:Customer serviceInterpersonal skillsProactive outreachRelationship-buildingCommunication

Licenses:National Mortgage Licensing System (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: 3.8

Website LinkedIn Glassdoor

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U.S. Bancorp

3 days ago

client Relationship Consultant 3 (Banker) Montgomery Road, OH Office

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 7 hours agoStatus: Live

Job Summary

Location: Cincinnati, Ohio

Workplace: Onsite

Employment Type: Full time

Job Function: Customer Success & Account Management

Key Responsibilities

•Engage customers through multiple channels (in-person, by appointment, and virtually) with a digital-first mindset.
•Assess banking needs, obtain and process customer and account information, and recommend deposit and loan solutions.
•Provide consistent 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 leverage resources to optimize experience with operational accuracy.

Pay and Benefits

Salary: USD 23.75 - 29.03

Perks:Health InsuranceDentalVision401kPaid LeaveLife InsuranceParental Leave

Key Requirements

•High school diploma or equivalent.
•Minimum four to five years of job-related retail banking experience (or equivalent combination of experience and training).
•Proven ability to build and foster client relationships through proactive outreach and follow up.
•Ability to effectively engage and communicate with clients.
•Thorough knowledge of all retail banking products and services.

Experience:4-5 yearsRetail bankingFinancial services

Education:High School

Skills:Customer serviceInterpersonal skillsProactive outreachRelationship-buildingCommunication

Licenses:National Mortgage Licensing System (NMLS) registration

Tech Stack:Digital productsSelf-service technologies

Company Brief

U.S. Bancorp

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: 3.8

Website LinkedIn Glassdoor