Client Relationship Consultant 2 (Banker) Stevens Point, WI (Sign-On Bonus $750)

U.S. Bancorp
Wisconsin
Workplace: OnsiteFull timeUSD 20 - 23Function: Customer Success & Account ManagementExperience: 3-4 yearsEducation: high_schoolSkills: ["Relationship building","Customer service","Interpersonal skills","Proactive outreach","Communication"]

Build and maintain strong relationships with consumer and business clients by engaging in person, by appointment, and virtually. Assess customers’ banking needs, collect and process account information, and recommend deposit and loan solutions aligned to individual goals. Provide an excellent client experience, process basic transactions, open new accounts, complete service requests, and submit credit applications. Educate clients on digital and self-service products while partnering with branch teams for operational excellence.

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

Client Relationship Consultant 2 (Banker) Stevens Point, WI (Sign-On Bonus $750)

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

Job Summary

Build and maintain strong relationships with consumer and business clients by engaging in person, by appointment, and virtually. Assess customers’ banking needs, collect and process account information, and recommend deposit and loan solutions aligned to individual goals. Provide an excellent client experience, process basic transactions, open new accounts, complete service requests, and submit credit applications. Educate clients on digital and self-service products while partnering with branch teams for operational excellence.
Location: Wisconsin
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 and follow up across multiple channels.
  • •Assess and attend to customers’ banking needs by obtaining and processing customer and account information.
  • •Maintain knowledge of consumer and business banking products and services, including digital products and services.
  • •Provide consistent client experience by greeting clients, processing basic transactions, and completing service requests.
  • •Open new consumer and business accounts and submit credit applications; educate clients on emerging and self-service digital products.

Pay and Benefits

Salary: USD 20 - 23
Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid LeavePaid HolidaysAdoption Assistance

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 client relationships 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 (including support for digital products and self-service technologies).
Experience:3-4 yearsFinancial servicesRetail banking
Education:High School
Skills:Relationship buildingCustomer serviceInterpersonal skillsProactive outreachCommunication
Certifications:NMLS

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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