Client Relationship Consultant 3 Minocqua Main, WI (Sign-On Bonus $750)

U.S. Bancorp
Wisconsin
Workplace: OnsiteFull timeUSD 21.94 - 26.82 hourlyFunction: Customer Success & Account ManagementExperience: 4-5 yearsEducation: high_schoolSkills: ["Client relationship building","Proactive outreach","Communication","Customer service","Interpersonal skills"]

Build trusted client relationships by engaging customers in person, by appointment, and virtually to understand banking needs and goals. Provide an optimal client experience by processing basic transactions, opening consumer and business accounts, completing service requests, and submitting credit applications. Educate clients on deposit and loan products as well as digital and self-service tools, using a digital-first approach and leveraging resources to deliver operational excellence and accuracy.

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

Client Relationship Consultant 3 Minocqua Main, WI (Sign-On Bonus $750)

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Source: Company careers pageValidated by: Fursa AI
Last checked: 17 days agoStatus: Live

Job Summary

Build trusted client relationships by engaging customers in person, by appointment, and virtually to understand banking needs and goals. Provide an optimal client experience by processing basic transactions, opening consumer and business accounts, completing service requests, and submitting credit applications. Educate clients on deposit and loan products as well as digital and self-service tools, using a digital-first approach and leveraging resources to deliver operational excellence and accuracy.
Location: Wisconsin
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, appointment, and virtual channels.
  • •Assess customer banking needs, obtain/process customer and account information, and recommend deposit and loan solutions based on individual goals.
  • •Maintain knowledge of consumer and business banking products, including digital products and services, and educate clients on self-service tools.
  • •Provide an optimal client experience by greeting clients and processing basic transactions while ensuring operational excellence and accuracy.
  • •Open new consumer/business accounts, complete service requests, and submit credit applications; collaborate with branch team members and partners to serve clients.

Pay and Benefits

Salary: USD 21.94 - 26.82 hourly
Perks:Health InsuranceDentalVisionLife InsuranceDisability401kRetirementPaid LeavePaid HolidaysParental LeaveAdoption Assistance

Key Requirements

  • •High school diploma or equivalent.
  • •Typically 4–5 years of job-related retail banking experience (or a combination of experience and training).
  • •Proven ability to build and foster client relationships through proactive outreach and follow-up.
  • •Ability to effectively engage and communicate with clients to identify needs and recommend appropriate solutions.
  • •Thorough knowledge of retail products and services, plus demonstrated customer service and interpersonal skills.
Experience:4-5 yearsFinancial servicesRetail banking
Education:High School
Skills:Client relationship buildingProactive outreachCommunicationCustomer serviceInterpersonal skills
Licenses:NMLS registrationNMLS registration (S.A.F.E. Act of 2008)

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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