Client Relationship Consultant 3 (Banker) - Pyramid & Los Altos

U.S. Bancorp
United States
Workplace: OnsiteFull timeUSD 23.75 - 29.03Function: SalesExperience: 4-5 yearsEducation: high_schoolSkills: ["Customer service","Interpersonal skills","Relationship building","Communication","Recommendations"]

Build and foster long-term relationships with retail banking customers by proactively reaching out, engaging through in-person, appointment, and virtual channels, and identifying their financial needs. Educate clients on deposit and loan products as well as digital and self-service tools, open new accounts, complete service requests, and submit credit applications. Maintain strong knowledge of bank policies and provide an accurate, consistent client experience with branch partners.

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

Client Relationship Consultant 3 (Banker) - Pyramid & Los Altos

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 19 days agoStatus: Live

Job Summary

Build and foster long-term relationships with retail banking customers by proactively reaching out, engaging through in-person, appointment, and virtual channels, and identifying their financial needs. Educate clients on deposit and loan products as well as digital and self-service tools, open new accounts, complete service requests, and submit credit applications. Maintain strong knowledge of bank policies and provide an accurate, consistent client experience with branch partners.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Sales
Seniority: Mid level

Key Responsibilities

  • •Engage customers across in-person, appointment, and virtual channels to assess needs, process information, and provide counsel.
  • •Demonstrate and educate clients on available deposit and loan products and services, including digital and self-service offerings.
  • •Recommend solutions aligned to customers’ goals and maintain a consistent, optimal client experience while processing basic transactions.
  • •Open new consumer and business accounts, complete service requests, and submit credit applications.
  • •Proactively follow up and partner with branch team members to serve clients and optimize the client experience using available resources and technologies.

Pay and Benefits

Salary: USD 23.75 - 29.03
Perks:Health InsuranceDentalVisionLife Insurance401kRetirementPaid 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 commensurate training).
  • •Proven ability to build and foster client relationships through proactive outreach and follow up.
  • •Ability to engage and communicate effectively with clients.
  • •Thorough knowledge of retail products and services, plus bank and branch policies, procedures, and support systems.
Experience:4-5 yearsFinancial services
Education:High School
Skills:Customer serviceInterpersonal skillsRelationship buildingCommunicationRecommendations
Certifications:NMLS

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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