Client Relationship Consultant (Banker) - Ferndale, WA (38 Hrs)

U.S. Bancorp
United States
Workplace: OnsiteFull timeUSD 21.68 - 26.5Function: Customer Success & Account ManagementExperience: 3-4 yearsEducation: high_schoolSkills: ["Relationship-building","Communication","Customer service","Interpersonal skills","Recommendation"]

Build and foster client relationships by proactively reaching out, engaging customers via in-person, appointment, and virtual channels, and helping them make better financial decisions. Assess customer banking needs, educate clients on deposit and loan products plus digital self-service tools, and recommend solutions aligned to their goals. Process basic transactions, open new accounts, complete service requests, and support branch teams to deliver consistent, high-quality client experiences with accuracy.

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

Client Relationship Consultant (Banker) - Ferndale, WA (38 Hrs)

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Source: Company careers pageValidated by: Fursa AI
Last checked: 20 hours agoStatus: Live

Job Summary

Build and foster client relationships by proactively reaching out, engaging customers via in-person, appointment, and virtual channels, and helping them make better financial decisions. Assess customer banking needs, educate clients on deposit and loan products plus digital self-service tools, and recommend solutions aligned to their goals. Process basic transactions, open new accounts, complete service requests, and support branch teams to deliver consistent, high-quality client experiences with accuracy.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Build and maintain client relationships by engaging customers in-person, via appointments, and virtually to provide counsel aligned with a digital-first mindset.
  • •Assess and address customer banking needs by asking questions, learning about financial goals, and recommending deposit and loan products and services.
  • •Maintain knowledge of consumer and business banking products, including digital offerings, and educate clients on emerging and self-service digital tools.
  • •Provide an optimal client experience by greeting clients, processing basic transactions, and completing service requests.
  • •Open new consumer and business accounts, submit credit applications, and collaborate with branch team members and partners to best serve clients.

Pay and Benefits

Salary: USD 21.68 - 26.5
Perks:Health InsuranceDentalVisionLife InsuranceDisabilityParental Leave401kPaid 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 commensurate training.
  • •Proven ability to build and foster relationships through proactive outreach and follow up.
  • •Ability to effectively engage and communicate with clients and demonstrate 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:Relationship-buildingCommunicationCustomer serviceInterpersonal skillsRecommendation
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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Glassdoor: 3.8
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