3 days ago

Float Client Relationship Consultant (4) Banker - Green Bay and Multiple Locations, WI

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 7 hours agoStatus: Live

Job Summary

Build trusted relationships with retail and business customers by engaging them in person, by appointment, and virtually. Assess customer banking needs, process information, and recommend deposit and loan products aligned to individual goals. Maintain advanced knowledge of bank and branch policies, support systems, and digital/self-service tools while delivering an optimal client experience. Collaborate with branch teams, open accounts, complete service requests, and submit credit applications, including NMLS/S.A.F.E.-Act registration requirements.

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 and follow up across in-person, by-appointment, and virtual channels.
•Assess and attend to customers’ banking needs by obtaining and processing customer and account information, and recommending deposit and loan solutions.
•Maintain working knowledge of consumer and business banking products and services, including digital and self-service products.
•Provide an optimal client experience by greeting clients, processing basic transactions, and leveraging available resources and technologies with accuracy.
•Open consumer and business accounts, complete service requests, submit credit applications, and proactively educate clients on emerging digital products.

Pay and Benefits

Salary: USD 27 - 33

Perks:Health InsuranceDentalVisionLife InsuranceDisability InsuranceParental Leave401kRetirementPaid LeavePaid HolidayAdoption Assistance

Key Requirements

•High school diploma or equivalent.
•Typically 5+ years of 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 and provide strong customer service and interpersonal skills.
•Advanced knowledge of bank and branch policies, procedures, support systems, and thorough knowledge of retail products and services.

Experience:5+ yearsRetail bankingFinancial services

Education:High School

Skills:Relationship buildingCustomer serviceInterpersonal skillsCommunicationRecommendation 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

Glassdoor: 3.8

Website LinkedIn Glassdoor

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U.S. Bancorp

3 days ago

Float Client Relationship Consultant (4) Banker - Green Bay and Multiple Locations, WI

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 7 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 and follow up across in-person, by-appointment, and virtual channels.
•Assess and attend to customers’ banking needs by obtaining and processing customer and account information, and recommending deposit and loan solutions.
•Maintain working knowledge of consumer and business banking products and services, including digital and self-service products.
•Provide an optimal client experience by greeting clients, processing basic transactions, and leveraging available resources and technologies with accuracy.
•Open consumer and business accounts, complete service requests, submit credit applications, and proactively educate clients on emerging digital products.

Pay and Benefits

Salary: USD 27 - 33

Perks:Health InsuranceDentalVisionLife InsuranceDisability InsuranceParental Leave401kRetirementPaid LeavePaid HolidayAdoption Assistance

Key Requirements

•High school diploma or equivalent.
•Typically 5+ years of 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 and provide strong customer service and interpersonal skills.
•Advanced knowledge of bank and branch policies, procedures, support systems, and thorough knowledge of retail products and services.

Experience:5+ yearsRetail bankingFinancial services

Education:High School

Skills:Relationship buildingCustomer serviceInterpersonal skillsCommunicationRecommendation skills

Certifications:NMLS registration

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