Client Relationship Consultant 2 (Banker) - Sammamish, WA

U.S. Bancorp
United States
Workplace: OnsiteFull timeUSD 24.92 - 30.46Function: Customer Success & Account ManagementExperience: 3-4 yearsEducation: high_schoolSkills: ["Relationship building","Customer service","Interpersonal skills","Communication","Recommendation making"]

Build and strengthen relationships with consumer and business banking clients through proactive outreach, follow-up, and multi-channel engagement. Assess banking needs, gather and process account information, educate clients on deposit and loan products (including digital and self-service), and recommend solutions aligned to goals. Support branch teams, open new accounts, complete service requests, and submit credit applications while delivering operationally accurate client service. NMLS registration under the SAFE Act and Regulation Z is required.

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

Client Relationship Consultant 2 (Banker) - Sammamish, WA

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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

Job Summary

Build and strengthen relationships with consumer and business banking clients through proactive outreach, follow-up, and multi-channel engagement. Assess banking needs, gather and process account information, educate clients on deposit and loan products (including digital and self-service), and recommend solutions aligned to goals. Support branch teams, open new accounts, complete service requests, and submit credit applications while delivering operationally accurate client service. NMLS registration under the SAFE Act and Regulation Z is required.
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, follow-up, and in-person/virtual engagement to meet banking needs.
  • •Maintain knowledge of consumer and business banking products and digital services, educating clients on available options.
  • •Provide a consistent client experience by greeting clients and processing basic transactions accurately.
  • •Open consumer and business accounts, complete service requests, and submit credit applications.
  • •Proactively educate clients on emerging and self-service digital products to support their financial needs while optimizing the client experience.

Pay and Benefits

Salary: USD 24.92 - 30.46
Perks:Health InsuranceDentalVision401kLife InsurancePaid LeaveRetirement

Key Requirements

  • •High school diploma or equivalent.
  • •Typically 3 to 4 years of retail banking experience or a combination of experience and training.
  • •Demonstrated ability to build and foster client relationships through proactive outreach and follow-up.
  • •Strong ability to effectively engage and communicate with clients.
  • •Ability to use and demonstrate digital products and self-service technologies.
Experience:3-4 yearsFinancial services
Education:High School
Skills:Relationship buildingCustomer serviceInterpersonal skillsCommunicationRecommendation making
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
Glassdoor
Glassdoor: 3.8
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