Client Relationship Consultant 4 - Bedford Office

U.S. Bancorp
United States
Workplace: OnsiteFull timeFunction: Customer Success & Account ManagementExperience: 4-5 yearsEducation: high_schoolSkills: ["Customer service","Relationship building","Interpersonal skills","Communication","Recommendation"]

Build and foster client relationships through proactive outreach, follow-up, and effective communication across in-person, appointment, and virtual channels. Assess customers’ banking needs, recommend suitable deposit and loan solutions, and help clients navigate digital products and self-service tools. Deliver consistent client experiences, process basic transactions, open accounts, complete service requests, and support credit applications while partnering with branch teams for operational excellence.

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

Client Relationship Consultant 4 - Bedford Office

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 4 hours agoStatus: Live

Job Summary

Build and foster client relationships through proactive outreach, follow-up, and effective communication across in-person, appointment, and virtual channels. Assess customers’ banking needs, recommend suitable deposit and loan solutions, and help clients navigate digital products and self-service tools. Deliver consistent client experiences, process basic transactions, open accounts, complete service requests, and support credit applications while partnering with branch teams for operational excellence.
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 questions to learn customers’ banking needs and channel preferences.
  • •Provide guidance and counsel by assessing needs, recommending appropriate deposit and loan products, and maintaining a working knowledge of consumer and business banking services, including digital products.
  • •Deliver an optimal client experience by greeting clients, processing basic transactions, and completing service requests.
  • •Open new consumer and business accounts and submit credit applications.
  • •Educate clients on emerging and self-service digital products and partner with branch team members to serve clients with operational excellence and accuracy.

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid LeavePaid HolidaysParental Leave

Key Requirements

  • •High school diploma or equivalent.
  • •Typically 4 to 5 years of job-related retail banking experience, or a combination of experience and training.
  • •Ability to build and foster client relationships through proactive outreach and follow up.
  • •Ability to effectively engage and communicate with clients.
  • •Thorough knowledge of retail banking products and services, along with bank/branch policies, procedures, and support systems.
Experience:4-5 yearsFinancial services
Education:High School
Skills:Customer serviceRelationship buildingInterpersonal skillsCommunicationRecommendation
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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