Client Relationship Consultant 2 (Banker) Urbandale, IA (Sign-On Bonus $1,500)

U.S. Bancorp
United States
Workplace: OnsiteFull timeUSD 20.25 - 24.75Function: Customer Success & Account ManagementExperience: 3-4 yearsEducation: high_schoolSkills: ["Customer service","Relationship building","Interpersonal skills","Communication","Proactive problem-solving"]

Build trusting relationships with customers by engaging them in-person, by appointment, and virtually to understand banking needs and goals. Provide an excellent client experience by processing basic transactions, opening consumer and business accounts, completing service requests, and submitting credit applications. Maintain knowledge of deposit and loan products, recommend solutions, and educate customers on emerging digital and self-service tools using operational excellence and accuracy.

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

Client Relationship Consultant 2 (Banker) Urbandale, IA (Sign-On Bonus $1,500)

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 24 days agoStatus: Live
Reposted: similar role first listed 3 months ago

Job Summary

Build trusting relationships with customers by engaging them in-person, by appointment, and virtually to understand banking needs and goals. Provide an excellent client experience by processing basic transactions, opening consumer and business accounts, completing service requests, and submitting credit applications. Maintain knowledge of deposit and loan products, recommend solutions, and educate customers on emerging digital and self-service tools using operational excellence and accuracy.
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 channels including in-person, by appointment, and virtually
  • •Assess customers’ banking needs, gather and process account information, and recommend deposit and loan solutions aligned to goals
  • •Maintain working knowledge of consumer and business banking products and services, including digital products and services
  • •Provide an optimal client experience by greeting clients and processing basic transactions, and developing branch partnerships to best serve clients
  • •Open new consumer and business accounts, complete service requests, submit credit applications, and educate clients on emerging digital and self-service tools

Pay and Benefits

Salary: USD 20.25 - 24.75
Perks:Health InsuranceDentalVision401kPaid Leave

Key Requirements

  • •High school diploma or equivalent
  • •Typically 3 to 4 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 effectively engage and communicate with clients
  • •Strong customer service and interpersonal skills
Experience:3-4 yearsRetail bankingFinancial services
Education:High School
Skills:Customer serviceRelationship buildingInterpersonal skillsCommunicationProactive problem-solving
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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