Union Client Relationship Consultant 2 (Banker) Good Hope Road, WI

U.S. Bancorp
Milwaukee
Workplace: OnsiteFull timeUSD 20.25 - 24.75Function: Customer Success & Account ManagementEducation: high_schoolSkills: ["Relationship building","Proactive outreach","Communication","Customer service","Interpersonal skills"]

Build trusted relationships with customers by engaging them in person, by appointment, and virtually to understand banking needs and preferences. Provide an optimal client experience through greeting, basic transactions, and consistent follow-up, educating customers on deposit and loan products and emerging self-service digital tools. Open new consumer and business accounts, complete service requests, and submit credit applications while partnering with branch teams for operational accuracy and excellence.

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

Union Client Relationship Consultant 2 (Banker) Good Hope Road, WI

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 17 days agoStatus: Live

Job Summary

Build trusted relationships with customers by engaging them in person, by appointment, and virtually to understand banking needs and preferences. Provide an optimal client experience through greeting, basic transactions, and consistent follow-up, educating customers on deposit and loan products and emerging self-service digital tools. Open new consumer and business accounts, complete service requests, and submit credit applications while partnering with branch teams for operational accuracy and excellence.
Location: Milwaukee
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 channels, including in-person, by appointment, and virtually
  • •Assess customer banking needs, obtain/process customer and account information, and recommend solutions aligned to goals
  • •Maintain working knowledge of consumer and business banking products and services, including digital products and services
  • •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 InsuranceDentalVisionLife InsuranceDisability401kRetirementPaid LeavePaid HolidaysParental LeaveAdoption Assistance

Key Requirements

  • •High school diploma or equivalent
  • •Typically 3 to 4 years of job-related retail banking experience or a combination of experience and commensurate training
  • •Proven ability to build and foster relationships with clients through proactive outreach and follow up
  • •Ability to effectively engage and communicate with clients
  • •Knowledge of applicable bank and branch policies, procedures, and support systems
Experience:Retail bankingFinancial services
Education:High School
Skills:Relationship buildingProactive outreachCommunicationCustomer serviceInterpersonal skills
Certifications:NMLS registration

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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