Client Relationship Consultant 2 (Banker) Westlake Promenade, OH Office

U.S. Bancorp
United States
Workplace: OnsiteFull timeUSD 20.25 - 24.75Function: Customer Success & Account ManagementEducation: high_schoolSkills: ["Customer service","Interpersonal skills","Communication","Relationship building","Proactive follow-up"]

Build trusted relationships with consumer and business customers by engaging them in-person, by appointment, and virtually. Assess banking needs, gather and process customer/account information, and recommend deposit and loan solutions aligned to customer goals. Maintain strong knowledge of banking products and digital self-service tools, complete service requests, open new accounts, and submit credit applications while delivering an optimal client experience with branch partners.

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FursaFursa
U.S. Bancorp
U.S. Bancorp
2 months ago

Client Relationship Consultant 2 (Banker) Westlake Promenade, OH Office

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 24 days agoStatus: Live

Job Summary

Build trusted relationships with consumer and business customers by engaging them in-person, by appointment, and virtually. Assess banking needs, gather and process customer/account information, and recommend deposit and loan solutions aligned to customer goals. Maintain strong knowledge of banking products and digital self-service tools, complete service requests, open new accounts, and submit credit applications while delivering an optimal client experience with branch partners.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Engage customers across channels (in-person, by appointment, and virtually) to provide counsel based on their goals and needs.
  • •Assess banking needs, obtain and process customer and account information, and recommend deposit and loan products and services.
  • •Open new consumer and business accounts, complete service requests, and submit credit applications.
  • •Proactively educate customers on emerging and self-service digital products and technologies using a digital-first mindset.
  • •Maintain client experience quality by greeting clients, processing basic transactions, and partnering with branch team members.

Pay and Benefits

Salary: USD 20.25 - 24.75
Perks:Health InsuranceDentalVision401kPaid 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 training.
  • •Proven ability to build and foster client relationships through proactive outreach and follow up.
  • •Ability to effectively engage and communicate with clients and demonstrate strong customer service and interpersonal skills.
  • •Thorough knowledge of applicable bank and branch policies, procedures, and support systems.
Experience:Retail bankingFinancial services
Education:High School
Skills:Customer serviceInterpersonal skillsCommunicationRelationship buildingProactive follow-up
Certifications:NMLS registration

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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Glassdoor: 3.8
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