Float Client Relationship Consultant 4 (Banker) - Menomonee Falls and Multiple Locations (Sign-On Bonus $1,000)

U.S. Bancorp
Wisconsin
Workplace: OnsiteFull timeUSD 27 - 33 annuallyFunction: Customer Success & Account ManagementEducation: high_schoolSkills: ["Client relationship building","Customer service","Interpersonal skills","Proactive outreach","Communication"]

Build strong client relationships for consumer and business banking across multiple channels (in-person, by appointment, and virtually) with a digital-first approach. Assess client needs, gather and process account information, recommend deposit and loan products, and open accounts while completing service requests and submitting credit applications. Provide an excellent client experience, educate clients on self-service digital tools, and partner with branch teams to deliver operational accuracy.

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FursaFursa
U.S. Bancorp
U.S. Bancorp
2 months ago

Float Client Relationship Consultant 4 (Banker) - Menomonee Falls and Multiple Locations (Sign-On Bonus $1,000)

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 23 days agoStatus: Live

Job Summary

Build strong client relationships for consumer and business banking across multiple channels (in-person, by appointment, and virtually) with a digital-first approach. Assess client needs, gather and process account information, recommend deposit and loan products, and open accounts while completing service requests and submitting credit applications. Provide an excellent client experience, educate clients on self-service digital tools, and partner with branch teams to deliver operational accuracy.
Location: Wisconsin
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 and follow up across multiple channels.
  • •Assess client needs and recommend deposit and loan solutions aligned to customers’ goals and banking channel preferences.
  • •Maintain working knowledge of consumer and business banking products and services, including digital products and services.
  • •Provide a consistent client experience by greeting clients and processing basic transactions; complete service requests and open accounts.
  • •Proactively educate clients on emerging and self-service digital products and services and leverage resources/technologies to improve the client experience.

Pay and Benefits

Salary: USD 27 - 33 annually
Perks:Health InsuranceDentalVisionLife InsuranceDisability Insurance401kRetirementPaid LeavePaid HolidaysAdoption AssistanceParental Leave

Key Requirements

  • •High school diploma or equivalent.
  • •Typically 5+ years of job-related retail banking experience (or equivalent combination of experience and training).
  • •Proven ability to build and foster client relationships through proactive outreach and follow up.
  • •Ability to effectively engage and communicate with clients.
  • •Advanced knowledge of applicable bank/branch policies, procedures, and support systems.
Experience:Financial services
Education:High School
Skills:Client relationship buildingCustomer serviceInterpersonal skillsProactive outreachCommunication
Licenses: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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