Client Relationship Consultant 4 (Banker) - Biltmore - Phoenix, AZ

U.S. Bancorp
Phoenix
Workplace: OnsiteFull timeUSD 27 - 33Function: Customer Success & Account ManagementExperience: 5+ yearsEducation: high_schoolSkills: ["Client relationship building","Customer service","Interpersonal skills","Proactive outreach","Communication"]

Build and maintain client relationships by proactively reaching out, understanding customer banking needs, and recommending deposit and loan solutions aligned to individual goals. Work with clients through in-person, appointment, and virtual channels, process basic transactions, and open new consumer and business accounts. Educate customers on digital and self-service banking products, collaborate with branch teams, and support operational excellence and accuracy.

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FursaFursa
U.S. Bancorp
U.S. Bancorp
1 day ago

Client Relationship Consultant 4 (Banker) - Biltmore - Phoenix, AZ

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Source: Company careers pageValidated by: Fursa AI
Last checked: 6 hours agoStatus: Live

Job Summary

Build and maintain client relationships by proactively reaching out, understanding customer banking needs, and recommending deposit and loan solutions aligned to individual goals. Work with clients through in-person, appointment, and virtual channels, process basic transactions, and open new consumer and business accounts. Educate customers on digital and self-service banking products, collaborate with branch teams, and support operational excellence and accuracy.
Location: Phoenix
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Foster client relationships via proactive outreach and follow-up, asking questions and learning about financial needs and channel preferences.
  • •Engage and communicate with clients to identify solutions for new and existing customers and provide an optimal client experience.
  • •Maintain working knowledge of consumer and business banking products and services, including digital products and services.
  • •Process basic transactions, complete service requests, and open new consumer and business accounts; submit credit applications.
  • •Educate customers on emerging and self-service digital products and services and use available resources to optimize the client experience with operational accuracy.

Pay and Benefits

Salary: USD 27 - 33
Perks:Health InsuranceDentalVisionLife Insurance401kRetirementPaid LeavePaid HolidaysParental LeaveAdoption Assistance

Key Requirements

  • •High school diploma or equivalent.
  • •Typically has five or more years of job-related, retail banking experience or a combination of experience and commensurate training.
  • •Requires National Mortgage Licensing System (NMLS) registration under the S.A.F.E. Act of 2008 and Regulation Z.
  • •Must be able to maintain NMLS registration requirements, including satisfactory criminal and credit record.
  • •Ability to comply with U.S. Bank policies and procedures, including the Code of Ethics and Business Conduct.
Experience:5+ yearsFinancial servicesRetail banking
Education:High School
Skills:Client relationship buildingCustomer serviceInterpersonal skillsProactive outreachCommunication
Licenses: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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