Union Float Client Relationship Consultant 4 (Banker) Midtown Branch and Multiple Branches, Milwaukee, WI

U.S. Bancorp
Milwaukee
Workplace: OnsiteFull timeUSD 27 - 33 hourlyFunction: SalesExperience: 5+ yearsEducation: high_schoolSkills: ["Client relationship building","Proactive outreach","Communication","Customer service","Recommendation skills"]

Build and deepen client relationships through proactive outreach and multi-channel engagement, providing trusted guidance on consumer and business banking needs. Open new accounts, process service requests, and submit credit applications while maintaining strong knowledge of bank and branch policies and products. Deliver an optimal client experience by greeting clients, completing basic transactions, educating customers on deposit/loan options, and promoting digital and self-service tools.

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FursaFursa
U.S. Bancorp
U.S. Bancorp
1 day ago

Union Float Client Relationship Consultant 4 (Banker) Midtown Branch and Multiple Branches, Milwaukee, WI

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Source: Company careers pageValidated by: Fursa AI
Last checked: 6 hours agoStatus: Live

Job Summary

Build and deepen client relationships through proactive outreach and multi-channel engagement, providing trusted guidance on consumer and business banking needs. Open new accounts, process service requests, and submit credit applications while maintaining strong knowledge of bank and branch policies and products. Deliver an optimal client experience by greeting clients, completing basic transactions, educating customers on deposit/loan options, and promoting digital and self-service tools.
Location: Milwaukee
Workplace: Onsite
Employment Type: Full time
Job Function: Sales
Seniority: Mid level

Key Responsibilities

  • •Build and foster client relationships through proactive outreach and follow up across in-person, appointment, and virtual channels.
  • •Assess client needs and recommend suitable deposit and loan solutions aligned to customer goals.
  • •Maintain knowledge of consumer and business banking products and services, including digital products.
  • •Open new consumer and business accounts, complete service requests, and submit credit applications.
  • •Provide an optimal client experience by greeting clients, processing basic transactions, and educating clients on digital and self-service tools.

Pay and Benefits

Salary: USD 27 - 33 hourly
Perks:Health InsuranceDentalVisionLife InsuranceDisability Insurance401kPaid LeavePaid Holidays

Key Requirements

  • •High school diploma or equivalent.
  • •Typically 5+ years of job-related retail banking experience or a combination of experience and commensurate training.
  • •Proficiency in building and fostering client relationships through proactive outreach and follow up.
  • •Ability to engage and communicate effectively with clients.
  • •Must obtain and maintain NMLS registration under the S.A.F.E. Act of 2008 and Regulation Z, including a criminal background and credit check.
Experience:5+ yearsFinancial services
Education:High School
Skills:Client relationship buildingProactive outreachCommunicationCustomer serviceRecommendation skills
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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