Client Relationship Consultant 2 (Banker) - Owatonna

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

Build trusted relationships with consumer and business customers by engaging in-person, by appointment, and virtually. Assess customers’ banking needs, gather account information, educate clients on deposit and loan products, and recommend solutions aligned to their goals. Open new accounts, complete service requests, submit credit applications, and support an optimal client experience using a digital-first mindset and self-service technologies.

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

Client Relationship Consultant 2 (Banker) - Owatonna

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 26 days agoStatus: Live

Job Summary

Build trusted relationships with consumer and business customers by engaging in-person, by appointment, and virtually. Assess customers’ banking needs, gather account information, educate clients on deposit and loan products, and recommend solutions aligned to their goals. Open new accounts, complete service requests, submit credit applications, and support an optimal client experience using a digital-first mindset and self-service technologies.
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 (in-person, by appointment, and virtually) to provide counsel aligned to a digital-first mindset.
  • •Assess customer banking needs, obtain and process customer/account information, and recommend deposit and loan solutions.
  • •Maintain knowledge of consumer and business banking products and provide an optimal client experience, including greeting clients and processing basic transactions.
  • •Proactively educate clients on emerging and self-service digital products to meet their needs.
  • •Open new consumer and business accounts, complete service requests, and submit credit applications.

Pay and Benefits

Salary: USD 20 - 23 hourly
Perks:Health InsuranceDentalVisionLife Insurance401kPaid LeaveParental Leave

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).
  • •Ability to build and foster client relationships through proactive outreach and follow up.
  • •Effective communication and customer service/interpersonal skills.
  • •Ability to use and demonstrate digital products and self-service technologies.
Experience:3-4 yearsFinancial services
Education:High School
Skills:Customer serviceInterpersonal skillsRelationship buildingCommunicationProactive outreach
Licenses:NMLS registration
Languages:SpanishEnglish
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
Glassdoor
Glassdoor: 3.8
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