Client Relationship Consultant 2 (Banker) - UT-Provo Smith's (38hrs)

U.S. Bancorp
Utah
Full timeUSD 20 - 23 hourlyFunction: Customer Success & Account ManagementExperience: 3-4 yearsEducation: high_schoolSkills: ["Relationship building","Customer service","Communication","Interpersonal skills","Recommendation skills"]

Build and maintain strong relationships with customers through proactive outreach, appointments, and virtual engagement. Assess customer banking needs, gather and process account information, and educate clients on deposit and loan products, including digital and self-service options. Provide an optimal customer experience by greeting customers, processing basic transactions, opening accounts, completing service requests, and submitting credit applications while partnering with branch teams.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
U.S. Bancorp
U.S. Bancorp
3 days ago

Client Relationship Consultant 2 (Banker) - UT-Provo Smith's (38hrs)

âś“ Verified Job

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 4 hours agoStatus: Live

Job Summary

Build and maintain strong relationships with customers through proactive outreach, appointments, and virtual engagement. Assess customer banking needs, gather and process account information, and educate clients on deposit and loan products, including digital and self-service options. Provide an optimal customer experience by greeting customers, processing basic transactions, opening accounts, completing service requests, and submitting credit applications while partnering with branch teams.
Location: Utah
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Engage customers across multiple channels (in-person, by appointment, and virtually) to provide counsel and client experience.
  • •Assess and identify customers’ needs, effectively communicate, and recommend solutions aligned to customers’ goals.
  • •Maintain working knowledge of consumer and business banking products and services, including digital and self-service offerings.
  • •Open new consumer and business accounts, complete service requests, and submit credit applications.
  • •Proactively educate clients on emerging and self-service digital products to help meet their financial needs, using available resources to optimize the experience.

Pay and Benefits

Salary: USD 20 - 23 hourly
Perks:Health InsuranceDentalVisionLife InsuranceDisability Insurance401kPaid LeavePaid HolidaysParental LeaveAdoption Assistance

Key Requirements

  • •High school diploma or equivalent.
  • •Typically 3-4 years of job-related retail banking experience (or equivalent combination of experience and commensurate training).
  • •Must complete and maintain NMLS registration under the SAFE Act of 2008 and Regulation Z, including passing required criminal background and credit checks.
  • •Demonstrated ability to build and foster client relationships through proactive outreach and follow up.
  • •Knowledge of applicable bank and branch policies, procedures, and support systems, with strong customer service and interpersonal skills.
Experience:3-4 yearsRetail bankingFinancial services
Education:High School
Skills:Relationship buildingCustomer serviceCommunicationInterpersonal skillsRecommendation skills
Licenses:NMLS registrationSAFE Act 2008Regulation 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