1 day ago

Client Relationship Consultant 3 (Banker) - Canal Winchester Meijer

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 9 hours agoStatus: Live

Job Summary

Build and deepen client relationships by engaging customers in person, by appointment, and virtually with a digital-first mindset. Assess customers’ needs, gather and process account information, educate clients on deposit and loan products, and recommend solutions aligned to individual goals. Provide an optimal client experience, support basic transactions, open new accounts, complete service requests, and submit credit applications while collaborating with branch teams and partners.

Location: United States

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, follow up, and understanding financial needs and banking channel preferences.
•Maintain knowledge of consumer and business banking products and services, including digital products and services.
•Deliver an optimal client experience by greeting clients and processing basic transactions.
•Open new consumer and business accounts, complete service requests, and submit credit applications.
•Proactively educate clients on emerging and self-service digital products and services using available resources and technologies to ensure operational accuracy.

Pay and Benefits

Salary: USD 23.75 - 29.03

Perks:Health InsuranceDentalVisionLife InsuranceLong-term DisabilityParental Leave401kRetirementPaid LeavePaid HolidaysAdoption Assistance

Key Requirements

•High school diploma or equivalent.
•Minimum four to five years of job-related retail banking experience (or a combination of experience and commensurate training).
•Proven ability to build and foster client relationships through proactive outreach and follow up.
•Ability to effectively engage and communicate with clients.
•Thorough knowledge of bank and branch policies, procedures, support systems, and retail products/services.

Experience:4-5 yearsFinancial services

Education:High School

Skills:Customer serviceInterpersonal skillsProactive outreachCommunicationRelationship building

Tech Stack:NMLSS.A.F.E. Act of 2008Regulation Z

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: 3.8

Website LinkedIn Glassdoor

Loading job details...

Preparing the role view and application actions.

U.S. Bancorp

1 day ago

Client Relationship Consultant 3 (Banker) - Canal Winchester Meijer

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 9 hours agoStatus: Live

Job Summary

Location: United States

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, follow up, and understanding financial needs and banking channel preferences.
•Maintain knowledge of consumer and business banking products and services, including digital products and services.
•Deliver an optimal client experience by greeting clients and processing basic transactions.
•Open new consumer and business accounts, complete service requests, and submit credit applications.
•Proactively educate clients on emerging and self-service digital products and services using available resources and technologies to ensure operational accuracy.

Pay and Benefits

Salary: USD 23.75 - 29.03

Perks:Health InsuranceDentalVisionLife InsuranceLong-term DisabilityParental Leave401kRetirementPaid LeavePaid HolidaysAdoption Assistance

Key Requirements

•High school diploma or equivalent.
•Minimum four to five years of job-related retail banking experience (or a combination of experience and commensurate training).
•Proven ability to build and foster client relationships through proactive outreach and follow up.
•Ability to effectively engage and communicate with clients.
•Thorough knowledge of bank and branch policies, procedures, support systems, and retail products/services.

Experience:4-5 yearsFinancial services

Education:High School

Skills:Customer serviceInterpersonal skillsProactive outreachCommunicationRelationship building

Tech Stack:NMLSS.A.F.E. Act of 2008Regulation Z

Company Brief

U.S. Bancorp

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: 3.8

Website LinkedIn Glassdoor