National Sales Team Client Relationship Consultant (Phone banker) - Naperville IL

U.S. Bancorp
Illinois
Workplace: OnsiteFull timeUSD 30.9 - 37.76Function: Customer Success & Account ManagementExperience: 4+ yearsEducation: high_schoolSkills: ["Effective communication","Active listening","Problem-solving","Client education","Adaptability"]

Build and maintain strong customer relationships by proactively contacting existing and potential customers via phone, email, chat, and virtual/phone video appointments. Assess banking needs, collect and process customer/account information, educate clients on deposit and loan products, and recommend solutions aligned to each customer’s goals. Adapt to a digital-first approach and demonstrate consistent client-focused communication, listening, and problem-solving in a high call-volume environment.

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FursaFursa
U.S. Bancorp
U.S. Bancorp
1 month ago

National Sales Team Client Relationship Consultant (Phone banker) - Naperville IL

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 25 days agoStatus: Live

Job Summary

Build and maintain strong customer relationships by proactively contacting existing and potential customers via phone, email, chat, and virtual/phone video appointments. Assess banking needs, collect and process customer/account information, educate clients on deposit and loan products, and recommend solutions aligned to each customer’s goals. Adapt to a digital-first approach and demonstrate consistent client-focused communication, listening, and problem-solving in a high call-volume environment.
Location: Illinois
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Proactively call and engage existing and potential customers across multiple channels (phone, email, chat, and virtual appointments).
  • •Assess and attend to customers’ banking needs by obtaining and processing customer and account information.
  • •Demonstrate and educate clients on available deposit and loan products and services.
  • •Recommend solutions based on customers’ unique goals and needs, using a digital-first mindset.
  • •Maintain consistent proficiency in appropriate recommendations in a high call-volume environment.

Pay and Benefits

Salary: USD 30.9 - 37.76
Perks:Health InsuranceDentalVisionLife InsuranceLong-term DisabilityParental Leave401kPaid LeavePaid HolidaysAdoption Assistance

Key Requirements

  • •High school diploma or equivalent.
  • •4 to 5+ years of job related retail banking experience (or a combination of experience and commensurate training).
  • •Requires National Mortgage Licensing Service (NMLS) registration under the S.A.F.E. Act of 2008 and Regulation Z, with ongoing compliance (including maintaining a satisfactory criminal and credit record).
  • •Strong client communication, active listening, and problem-solving skills.
  • •High call volume experience (inbound and outbound).
Experience:4+ yearsRetail bankingFinancial services
Education:High School
Skills:Effective communicationActive listeningProblem-solvingClient educationAdaptability
Certifications:NMLS registrationSAFE Act 2008Regulation 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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