Client Relationship Consultant 3 (Banker) Appleton Grand Chute, WI

U.S. Bancorp
United States
Workplace: OnsiteFull timeUSD 23.75 - 29.03 hourlyFunction: SalesExperience: 4-5 yearsEducation: high_schoolSkills: ["Relationship building","Communication","Customer service","Interpersonal skills","Recommendation skills"]

Build and strengthen client relationships as a Relationship Banker, engaging customers in person, by appointment, and virtually to provide guidance aligned to a digital-first mindset. Proactively identify needs, recommend deposit and loan solutions, educate clients on self-service digital products, and ensure an optimal client experience. Open accounts, complete service requests, and submit credit applications while partnering with branch teams to serve clients with operational excellence and accuracy.

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FursaFursa
U.S. Bancorp
U.S. Bancorp
3 days ago

Client Relationship Consultant 3 (Banker) Appleton Grand Chute, WI

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 14 hours agoStatus: Live

Job Summary

Build and strengthen client relationships as a Relationship Banker, engaging customers in person, by appointment, and virtually to provide guidance aligned to a digital-first mindset. Proactively identify needs, recommend deposit and loan solutions, educate clients on self-service digital products, and ensure an optimal client experience. Open accounts, complete service requests, and submit credit applications while partnering with branch teams to serve clients with operational excellence and accuracy.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Sales
Seniority: Mid level

Key Responsibilities

  • •Build and foster client relationships through proactive outreach and follow up across multiple channels.
  • •Assess client banking needs, obtain/process customer and account information, and recommend deposit and loan solutions based on customer goals.
  • •Maintain working knowledge of consumer and business banking products and services, including digital products and services.
  • •Provide consistent client experience by greeting clients and processing basic transactions; complete service requests and submit credit applications.
  • •Educate clients on emerging and self-service digital products to help meet financial needs while partnering with branch teams to serve clients.

Pay and Benefits

Salary: USD 23.75 - 29.03 hourly
Equity and Bonus:Equity
Perks:Health InsuranceDentalVision401kPaid LeaveParental Leave

Key Requirements

  • •High school diploma or equivalent.
  • •Typically 4 to 5 years of retail banking experience or a combination of experience and commensurate training.
  • •Build and foster relationships with clients through proactive outreach and follow up.
  • •Ability to effectively engage and communicate with clients and provide appropriate recommendations meeting client needs.
  • •This position requires NMLS registration under the S.A.F.E. Act of 2008 and Regulation Z, including successful completion of the required registration process (criminal background and credit check).
Experience:4-5 yearsFinancial servicesRetail banking
Education:High School
Skills:Relationship buildingCommunicationCustomer serviceInterpersonal skillsRecommendation 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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