Client Relationship Consultant 2 (Banker) - University QFC - Seattle, WA

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

Build trusted relationships with customers through proactive outreach, appointment and virtual engagement, and in-branch service. Assess banking needs, gather account information, and recommend deposit and loan products that match customers’ goals. Maintain knowledge of consumer and business banking services, open new accounts, complete service requests, and submit credit applications while delivering an accurate, high-quality customer experience. Register with NMLS as required under the SAFE Act and Regulation Z.

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

Client Relationship Consultant 2 (Banker) - University QFC - Seattle, WA

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 7 days agoStatus: Live

Job Summary

Build trusted relationships with customers through proactive outreach, appointment and virtual engagement, and in-branch service. Assess banking needs, gather account information, and recommend deposit and loan products that match customers’ goals. Maintain knowledge of consumer and business banking services, open new accounts, complete service requests, and submit credit applications while delivering an accurate, high-quality customer experience. Register with NMLS as required under the SAFE Act and Regulation Z.
Location: Seattle
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 by gathering and processing customer and account information; recommend solutions aligned to customers’ goals.
  • •Maintain working knowledge of consumer and business banking products and services, including digital offerings.
  • •Provide consistent client experience by greeting clients and processing basic transactions.
  • •Open new consumer and business accounts, complete service requests, and submit credit applications.

Pay and Benefits

Salary: USD 24.92 - 30.46
Perks:Health InsuranceDentalVision401kPaid Leave

Key Requirements

  • •High school diploma or equivalent.
  • •Typically 3 to 4 years of job-related retail banking experience (or equivalent 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.
  • •Experience using and demonstrating digital products and self-service technologies.
Experience:3-4 yearsRetail bankingFinancial services
Education:High School
Skills:Customer serviceInterpersonal skillsProactive outreachRelationship-buildingCommunication
Certifications:NMLS
Tech Stack:Digital productsSelf-service technologiesNMLS registrationS.A.F.E. Act of 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
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