Client Relationship Consultant 2 (Banker) Fergus Falls, MN (40 hours)

U.S. Bancorp
United States
Workplace: OnsiteFull timeUSD 20 - 23 hourlyFunction: Customer Success & Account ManagementExperience: 3-4 yearsEducation: high_schoolSkills: ["Relationship-building","Communication","Customer service","Interpersonal skills","Recommendations"]

Build and foster client relationships through proactive outreach and follow-up, engaging customers in-person, by appointment, and virtually with a digital-first approach. Assess client banking needs, educate clients on deposit and loan products and self-service digital tools, and recommend solutions aligned to individual goals. Provide an optimal client experience, process basic transactions, open accounts, complete service requests, and support credit applications while working closely with branch teams.

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FursaFursa
U.S. Bancorp
U.S. Bancorp
1 day ago

Client Relationship Consultant 2 (Banker) Fergus Falls, MN (40 hours)

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Source: Company careers pageValidated by: Fursa AI
Last checked: 6 hours agoStatus: Live

Job Summary

Build and foster client relationships through proactive outreach and follow-up, engaging customers in-person, by appointment, and virtually with a digital-first approach. Assess client banking needs, educate clients on deposit and loan products and self-service digital tools, and recommend solutions aligned to individual goals. Provide an optimal client experience, process basic transactions, open accounts, complete service requests, and support credit applications while working closely with branch teams.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Proactively outreach to and follow up with clients to understand needs and preferred banking channels.
  • •Identify solutions for new and existing clients by engaging and communicating effectively.
  • •Maintain working knowledge of consumer and business banking products, including digital products and services.
  • •Provide an optimal client experience by greeting clients and processing basic transactions, including opening accounts and completing service requests.
  • •Educate clients on emerging and self-service digital products and services, leveraging resources and technologies to serve with operational excellence and accuracy.

Pay and Benefits

Salary: USD 20 - 23 hourly
Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid LeavePaid HolidaysParental LeaveAdoption Assistance

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.
  • •Maintain National Mortgage Licensing System (NMLS) registration under the S.A.F.E. Act of 2008 and Regulation Z, including passing required criminal background and credit checks.
  • •Proven ability to build and foster client relationships through proactive outreach and follow up.
  • •Ability to effectively engage and communicate with clients while exploring their true needs and making appropriate recommendations based on a digital-first mindset.
Experience:3-4 yearsRetail bankingFinancial services
Education:High School
Skills:Relationship-buildingCommunicationCustomer serviceInterpersonal skillsRecommendations
Licenses:NMLS registration
Tech Stack:Digital productsSelf-service technologies

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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