Client Relationship Consultant 2 (Banker) - Orland Hills

U.S. Bancorp
United States
Workplace: OnsiteFull timeUSD 23.19 - 28.35Function: Customer Success & Account ManagementExperience: 3-4 yearsSkills: ["Customer service","Relationship-building","Interpersonal skills","Communication","Recommendation"]

Build and foster strong customer relationships through proactive outreach, follow-up, and multi-channel engagement (in-person, by appointment, and virtually). Assess customers’ banking needs, recommend deposit and loan solutions, and educate clients on digital and self-service products. Process basic transactions, open consumer and business accounts, complete service requests, and submit credit applications while collaborating with branch teams to deliver an accurate, optimal client experience.

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FursaFursa
U.S. Bancorp
U.S. Bancorp
5 days ago

Client Relationship Consultant 2 (Banker) - Orland Hills

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 14 hours agoStatus: Live

Job Summary

Build and foster strong customer relationships through proactive outreach, follow-up, and multi-channel engagement (in-person, by appointment, and virtually). Assess customers’ banking needs, recommend deposit and loan solutions, and educate clients on digital and self-service products. Process basic transactions, open consumer and business accounts, complete service requests, and submit credit applications while collaborating with branch teams to deliver an accurate, optimal client experience.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Engage customers through in-person, by appointment, and virtual channels to provide client counsel and maintain strong relationships.
  • •Assess customer needs, obtain and process customer/account information, and recommend deposit and loan products based on each customer’s goals.
  • •Maintain working knowledge of consumer and business banking products, including digital and self-service offerings, and educate clients accordingly.
  • •Provide a consistent client experience by greeting clients, processing basic transactions, and completing service requests.
  • •Open new consumer and business accounts and submit credit applications while collaborating with branch team members and partners.

Pay and Benefits

Salary: USD 23.19 - 28.35
Perks:Health InsuranceDentalVision401kLife Insurance

Key Requirements

  • •High school diploma or equivalent.
  • •Typically has a minimum three to four years of job-related, retail banking experience or a combination of experience and commensurate training.
  • •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.
Experience:3-4 yearsFinancial services
Skills:Customer serviceRelationship-buildingInterpersonal skillsCommunicationRecommendation
Licenses:NMLS registrationSAFE ActRegulation Z

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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