Client Relationship Consultant 2 (Banker) North Royalton, OH Office (Part -Time 20 hours)

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

Build strong client relationships by engaging customers through in-person, appointment, and virtual channels. Assess banking needs, gather and process account information, educate clients on deposit and loan products, and recommend solutions aligned to customer goals. Provide an excellent client experience by greeting customers, processing basic transactions, opening accounts, completing service requests, and proactively promoting digital and self-service tools.

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

Client Relationship Consultant 2 (Banker) North Royalton, OH Office (Part -Time 20 hours)

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 23 days agoStatus: Live

Job Summary

Build strong client relationships by engaging customers through in-person, appointment, and virtual channels. Assess banking needs, gather and process account information, educate clients on deposit and loan products, and recommend solutions aligned to customer goals. Provide an excellent client experience by greeting customers, processing basic transactions, opening accounts, completing service requests, and proactively promoting digital and self-service tools.
Location: United States
Workplace: Onsite
Employment Type: Part time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Engage clients via in-person, by-appointment, and virtual channels to provide best-possible counsel using a digital-first mindset.
  • •Assess customer needs, obtain and process customer/account information, and recommend deposit and loan solutions based on individual goals.
  • •Proactively outreach and follow up to build trust, learn banking channel preferences, and identify solutions for new and existing clients.
  • •Maintain working knowledge of consumer and business banking products and services, including digital products and services.
  • •Process basic transactions, open consumer and business accounts, complete service requests, and submit credit applications.

Pay and Benefits

Salary: USD 20.25 - 24.75 hourly
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 relationships with clients through proactive outreach and follow up.
  • •Ability to effectively engage and communicate with clients while using knowledge of bank/branch policies, procedures, and support systems.
  • •Proven customer service and interpersonal skills, including experience demonstrating digital products and self-service technologies.
Experience:Retail bankingFinancial services
Education:High School
Skills:Customer serviceRelationship buildingInterpersonal skillsCommunicationProactive outreach
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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