Client Relationship Consultant 2 (Banker) Pleasant View TN

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

Build and foster client relationships by proactively reaching out, understanding customers’ financial needs, and delivering a consistent, high-quality banking experience. Engage clients in-person, by appointment, and virtually, processing transactions, opening accounts, completing service requests, and submitting credit applications as needed. Maintain knowledge of consumer and business deposit/loan and digital/self-service products, educating clients and leveraging tools to optimize accuracy and operational excellence.

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FursaFursa
U.S. Bancorp
U.S. Bancorp
2 days ago

Client Relationship Consultant 2 (Banker) Pleasant View TN

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Source: Company careers pageValidated by: Fursa AI
Last checked: 4 hours agoStatus: Live

Job Summary

Build and foster client relationships by proactively reaching out, understanding customers’ financial needs, and delivering a consistent, high-quality banking experience. Engage clients in-person, by appointment, and virtually, processing transactions, opening accounts, completing service requests, and submitting credit applications as needed. Maintain knowledge of consumer and business deposit/loan and digital/self-service products, educating clients and leveraging tools to optimize accuracy and operational excellence.
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 via proactive outreach and follow up, asking questions and learning about customers’ financial needs and banking preferences.
  • •Maintain knowledge of consumer and business banking products and services, including digital products, and recommend solutions aligned to each client’s goals.
  • •Provide an optimal client experience by greeting clients, processing basic transactions, and opening consumer and business accounts.
  • •Complete service requests and submit credit applications while educating clients on emerging and self-service digital products.
  • •Collaborate with branch team members and partners to serve clients with operational excellence and accuracy.

Pay and Benefits

Salary: USD 20 - 23 hourly
Perks:Health InsuranceDentalVisionLife InsuranceDisabilityParental Leave401kPaid LeavePaid HolidayAdoption Assistance

Key Requirements

  • •High school diploma or equivalent.
  • •Typically 3–4 years of job-related retail banking experience or a combination of experience and training.
  • •Ability to build and foster client relationships through proactive outreach and follow up.
  • •Ability to effectively engage and communicate with clients and provide strong customer service and interpersonal skills.
  • •Experience using and demonstrating digital products and self-service technologies.
Experience:3-4 yearsRetail bankingFinancial services
Education:High School
Skills:Customer serviceInterpersonal skillsCommunicationRelationship buildingRecommendations
Licenses: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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