Client Relationship Consultant 3 (Banker) Charlotte NC S Tryon St

U.S. Bancorp
Charlotte
Workplace: OnsiteFull timeUSD 23.75 - 29.03Function: Customer Success & Account ManagementExperience: 4-5 yearsEducation: high_schoolSkills: ["Customer service","Interpersonal skills","Relationship building","Proactive outreach","Recommendation making"]

Build strong relationships with consumer and business clients by engaging in-person, by appointment, and virtually with a digital-first mindset. Assess customer needs, educate clients on deposit and loan products, and recommend solutions aligned to goals. Open new accounts, complete service requests, and submit credit applications while processing basic transactions. Coordinate with branch teams and leverage resources and technologies to deliver an accurate, optimal client experience and maintain knowledge of retail and digital banking services.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
U.S. Bancorp
U.S. Bancorp
1 month ago

Client Relationship Consultant 3 (Banker) Charlotte NC S Tryon St

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 22 days agoStatus: Live

Job Summary

Build strong relationships with consumer and business clients by engaging in-person, by appointment, and virtually with a digital-first mindset. Assess customer needs, educate clients on deposit and loan products, and recommend solutions aligned to goals. Open new accounts, complete service requests, and submit credit applications while processing basic transactions. Coordinate with branch teams and leverage resources and technologies to deliver an accurate, optimal client experience and maintain knowledge of retail and digital banking services.
Location: Charlotte
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Build and foster relationships with clients through proactive outreach and follow up across banking channels.
  • •Assess customer banking needs, obtain/process information, and recommend deposit and loan solutions aligned to goals.
  • •Maintain knowledge of consumer and business banking products and services, including digital offerings.
  • •Provide an optimal client experience by greeting clients and processing basic transactions.
  • •Open new consumer and business accounts, complete service requests, and submit credit applications.

Pay and Benefits

Salary: USD 23.75 - 29.03
Perks:Health InsuranceDentalVisionLife Insurance401kPaid LeavePaid HolidaysParental LeaveAdoption AssistanceLong-term Disability

Key Requirements

  • •High school diploma or equivalent.
  • •Typically 4-5 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.
  • •Thorough knowledge of retail products and services and applicable bank/branch policies, procedures, and support systems.
  • •Proven customer service and interpersonal skills, including experience making appropriate recommendations that meet customer needs.
Experience:4-5 yearsRetail bankingFinancial services
Education:High School
Skills:Customer serviceInterpersonal skillsRelationship buildingProactive outreachRecommendation making
Licenses:NMLS registration (SAFE Act)Regulation 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
Glassdoor: 3.8
WebsiteLinkedInGlassdoor