Client Relationship Consultant 2 (Banker) - Estes Park, CO

U.S. Bancorp
United States
Workplace: OnsiteFull timeUSD 20.25 - 24.75Function: Customer Success & Account ManagementExperience: 3-4 yearsEducation: high_schoolSkills: ["Relationship building","Customer service","Interpersonal communication","Recommendation skills","Customer experience focus"]

Build trusted relationships with consumer and business clients by proactively reaching out, understanding financial needs, and guiding them through in-person, by-appointment, and virtual interactions. Maintain expertise in banking products (including digital and self-service offerings), deliver an optimal client experience, process basic transactions, open accounts, complete service requests, and submit credit applications. Partner with branch teams to provide accurate, operationally excellent support.

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

Client Relationship Consultant 2 (Banker) - Estes Park, CO

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Source: Company careers pageValidated by: Fursa AI
Last checked: 3 hours agoStatus: Live

Job Summary

Build trusted relationships with consumer and business clients by proactively reaching out, understanding financial needs, and guiding them through in-person, by-appointment, and virtual interactions. Maintain expertise in banking products (including digital and self-service offerings), deliver an optimal client experience, process basic transactions, open accounts, complete service requests, and submit credit applications. Partner with branch teams to provide accurate, operationally excellent support.
Location: United States
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, follow-up, and needs assessment.
  • •Engage clients to identify solutions for new and existing customers and recommend deposit and loan products based on goals.
  • •Maintain working knowledge of consumer and business banking products and digital/self-service offerings.
  • •Provide consistent client experience including greeting clients and processing basic transactions.
  • •Open new consumer and business accounts, complete service requests, and submit credit applications.

Pay and Benefits

Salary: USD 20.25 - 24.75
Perks:Health InsuranceDentalVision401kPaid LeaveParental Leave

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.
Experience:3-4 yearsFinancial servicesRetail banking
Education:High School
Skills:Relationship buildingCustomer serviceInterpersonal communicationRecommendation skillsCustomer experience focus
Certifications:NMLS registration (SAFE Act)

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
Glassdoor
Glassdoor: 3.8
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