Client Relationship Consultant 2 (Banker) Columbia TN Perimeter Place

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

Build trusted relationships with retail customers by engaging them in-person, by appointment, and virtually. Assess customer banking needs, obtain and process account information, and recommend deposit and loan products aligned to each customer’s goals. Provide an excellent client experience by greeting customers, processing basic transactions, opening accounts, completing service requests, and submitting credit applications, while educating customers on digital and self-service tools and partnering with branch teams.

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

Client Relationship Consultant 2 (Banker) Columbia TN Perimeter Place

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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 trusted relationships with retail customers by engaging them in-person, by appointment, and virtually. Assess customer banking needs, obtain and process account information, and recommend deposit and loan products aligned to each customer’s goals. Provide an excellent client experience by greeting customers, processing basic transactions, opening accounts, completing service requests, and submitting credit applications, while educating customers on digital and self-service tools and partnering with branch teams.
Location: Columbia
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Build and foster client relationships through proactive outreach and follow up across in-person, appointment, and virtual channels.
  • •Assess customers’ banking needs, obtain and process customer/account information, and recommend deposit and loan solutions aligned to customer goals.
  • •Maintain working knowledge of consumer and business banking products and services, including digital products and services.
  • •Provide an optimal client experience by greeting clients, processing basic transactions, opening new consumer/business accounts, completing service requests, and submitting credit applications.
  • •Proactively educate clients on emerging and self-service digital products and services while leveraging resources and technologies for operational excellence and accuracy.

Pay and Benefits

Salary: USD 20 - 23
Equity and Bonus:Equity
Perks:Health InsuranceDentalVisionLife InsuranceLong-term DisabilityParental Leave401kRetirementPaid LeavePaid HolidaysAdoption Assistance

Key Requirements

  • •High school diploma or equivalent.
  • •Typically 3 to 4 years of job-related, retail banking experience or equivalent 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.
  • •Thorough knowledge of applicable bank and branch policies, procedures, and support systems, with proven customer service and interpersonal skills.
Experience:3-4 yearsFinancial services
Education:High School
Skills:Customer serviceInterpersonal skillsCommunicationRelationship building
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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