Client Relationship Consultant 3 (Banker) - Avon Heinens Office

U.S. Bancorp
United States
Workplace: OnsiteFull timeUSD 23.75 - 29.03 hourlyFunction: Customer Success & Account ManagementExperience: 4-5 yearsEducation: high_schoolSkills: ["Client relationship building","Proactive follow-up","Communication","Customer service","Interpersonal skills"]

Build and maintain client relationships by proactively reaching out, listening to customers’ banking needs, and recommending deposit and loan solutions aligned to their goals. Provide an excellent in-branch client experience, process basic transactions, open consumer and business accounts, and support service requests and credit applications. Educate clients on digital and self-service products to support a digital-first mindset, using available resources and technologies to deliver operational excellence.

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FursaFursa
U.S. Bancorp
U.S. Bancorp
1 month ago

Client Relationship Consultant 3 (Banker) - Avon Heinens Office

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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 and maintain client relationships by proactively reaching out, listening to customers’ banking needs, and recommending deposit and loan solutions aligned to their goals. Provide an excellent in-branch client experience, process basic transactions, open consumer and business accounts, and support service requests and credit applications. Educate clients on digital and self-service products to support a digital-first mindset, using available resources and technologies to deliver operational excellence.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Engage customers in-person, by appointment, and virtually to provide counsel and adapt to a digital-first mindset.
  • •Assess customers’ banking needs by obtaining and processing customer and account information, then recommend solutions aligned to goals.
  • •Provide an optimal client experience by greeting clients and processing basic transactions.
  • •Educate clients on emerging and self-service digital products and services to help meet their financial needs.
  • •Open new consumer and business accounts, complete service requests, and submit credit applications.

Pay and Benefits

Salary: USD 23.75 - 29.03 hourly
Perks:Health InsuranceDentalVision401kPaid LeavePaid HolidaysLife 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.
  • •Thorough knowledge of applicable bank and branch policies, procedures, and support systems.
  • •Ability to effectively engage and communicate with clients, with proven customer service and interpersonal skills.
Experience:4-5 yearsFinancial servicesRetail banking
Education:High School
Skills:Client relationship buildingProactive follow-upCommunicationCustomer serviceInterpersonal skills

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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