Client Relationship Consultant 1-4 (Banker) Lexington, KY

U.S. Bancorp
United States
Workplace: OnsiteFull timeUSD 21.94 - 26.82Function: Customer Success & Account ManagementExperience: 4-5 yearsEducation: high_schoolSkills: ["Customer service","Interpersonal skills","Communication","Relationship building","Proactive outreach"]

Build trusted relationships with customers through proactive outreach and follow-up, serving them in-person, by appointment, and virtually. Assess customer banking needs, educate clients on deposit and loan products (including digital and self-service options), process basic transactions, and open consumer/business accounts. Collaborate with branch partners to provide an excellent client experience, complete service requests, and submit credit applications. Maintain knowledge of retail banking policies and tools while delivering operational accuracy.

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FursaFursa
U.S. Bancorp
U.S. Bancorp
3 months ago

Client Relationship Consultant 1-4 (Banker) Lexington, KY

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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 trusted relationships with customers through proactive outreach and follow-up, serving them in-person, by appointment, and virtually. Assess customer banking needs, educate clients on deposit and loan products (including digital and self-service options), process basic transactions, and open consumer/business accounts. Collaborate with branch partners to provide an excellent client experience, complete service requests, and submit credit applications. Maintain knowledge of retail banking policies and tools while delivering operational accuracy.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Engage customers through multiple channels to provide counsel while applying a digital-first mindset.
  • •Assess customer banking needs, gather/process customer and account information, and recommend solutions aligned to customer goals.
  • •Maintain knowledge of consumer and business banking products and services, including digital offerings.
  • •Provide consistent client experiences by greeting clients, processing basic transactions, opening accounts, and completing service requests.
  • •Proactively educate clients on emerging/self-service digital products; use available resources and technologies to optimize the client experience with operational excellence.

Pay and Benefits

Salary: USD 21.94 - 26.82
Perks:Health InsuranceDentalVisionLife InsuranceLong-term DisabilityPaid LeaveRetirementParental Leave401kAdoption AssistancePaid Holidays

Key Requirements

  • •High school diploma or equivalent.
  • •Typically 4 to 5 years of job-related retail banking experience or a combination of experience and commensurate training.
  • •Proven ability to build and foster relationships through proactive outreach and follow-up.
  • •Effective communication and strong customer service/interpersonal skills.
  • •Thorough knowledge of retail bank products and services, including digital products and self-service technologies; experience in financial services preferred.
Experience:4-5 yearsRetail bankingFinancial services
Education:High School
Skills:Customer serviceInterpersonal skillsCommunicationRelationship buildingProactive outreach
Certifications:NMLS registration
Tech Stack:Digital productsSelf-service technologies

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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