Union Client Relationship Consultant 3 (Banker) Greenfield, WI (Bilingual English/Spanish Preferred)

U.S. Bancorp
Wisconsin
Workplace: OnsiteFull time23.75 - 29.03Function: Customer Success & Account ManagementEducation: high_schoolSkills: ["Client relationship building","Communication","Customer service","Interpersonal skills","Recommendation making"]

Build and foster client relationships at the branch by proactively reaching out, assessing banking needs, and recommending deposit and loan products aligned to each customer’s goals. Provide a consistent, digital-first client experience across in-person, appointment, and virtual channels, processing transactions and completing service requests. Open consumer and business accounts, submit credit applications, educate clients on self-service digital tools, and collaborate with branch teams to deliver operational excellence and accuracy.

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

Union Client Relationship Consultant 3 (Banker) Greenfield, WI (Bilingual English/Spanish Preferred)

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Last checked: 14 hours agoStatus: Live

Job Summary

Build and foster client relationships at the branch by proactively reaching out, assessing banking needs, and recommending deposit and loan products aligned to each customer’s goals. Provide a consistent, digital-first client experience across in-person, appointment, and virtual channels, processing transactions and completing service requests. Open consumer and business accounts, submit credit applications, educate clients on self-service digital tools, and collaborate with branch teams to deliver operational excellence and accuracy.
Location: Wisconsin
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Build and foster relationships with clients through proactive outreach and follow up across multiple channels.
  • •Assess client banking needs and preferences, and identify solutions for new and existing clients by engaging and communicating effectively.
  • •Maintain working knowledge of consumer and business banking products and services, including digital products and services.
  • •Provide an optimal client experience, including greeting clients and processing basic transactions.
  • •Open new consumer and business accounts, complete service requests, submit credit applications, and educate clients on emerging and self-service digital products and services.

Pay and Benefits

Salary: 23.75 - 29.03
Perks:Health InsuranceDentalVisionLife Insurance401kRetirementPaid LeavePaid HolidaysAdoption AssistancePregnancy Leave

Key Requirements

  • •High school diploma or equivalent.
  • •Typically 4 to 5 years of job-related retail banking experience (or equivalent combination of experience and training).
  • •Ability to build and foster client relationships through proactive outreach and follow up.
  • •Thorough knowledge of applicable bank/branch policies, procedures, and support systems, and retail products/services.
  • •Proven customer service and interpersonal skills.
Experience:Financial services
Education:High School
Skills:Client relationship buildingCommunicationCustomer serviceInterpersonal skillsRecommendation making
Languages:EnglishSpanish

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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