Client Relationship Consultant 2 (Banker) Fifth and Walnut, OH Office

U.S. Bancorp
Cincinnati
Workplace: OnsiteFull timeUSD 20.25 - 24.75Function: Customer Success & Account ManagementExperience: 3-4 yearsEducation: high_schoolSkills: ["Customer service","Interpersonal skills","Proactive outreach","Client communication","Relationship building"]

Build strong customer relationships by proactively reaching out and engaging customers through in-person, appointment, and virtual channels. Assess customer banking needs, gather and process account information, and recommend deposit and loan products aligned to individual goals. Provide an excellent client experience, complete service requests, open consumer and business accounts, submit credit applications, and educate customers on digital and self-service banking tools.

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

Client Relationship Consultant 2 (Banker) Fifth and Walnut, OH Office

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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 strong customer relationships by proactively reaching out and engaging customers through in-person, appointment, and virtual channels. Assess customer banking needs, gather and process account information, and recommend deposit and loan products aligned to individual goals. Provide an excellent client experience, complete service requests, open consumer and business accounts, submit credit applications, and educate customers on digital and self-service banking tools.
Location: Cincinnati
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Engage customers through in-person, by-appointment, and virtual channels to provide trusted banking counsel.
  • •Assess customer banking needs, obtain and process customer and account information, and recommend solutions based on customer goals.
  • •Maintain working knowledge of consumer and business banking products, including digital products and services.
  • •Provide an optimal client experience, including greeting customers and processing basic transactions.
  • •Open new consumer and business accounts, complete service requests, submit credit applications, and educate clients on emerging and self-service digital products.

Pay and Benefits

Salary: USD 20.25 - 24.75
Perks:Health InsuranceDentalVisionLife InsuranceDisability401kRetirementPaid LeavePaid HolidayAdoption AssistanceParental Leave

Key Requirements

  • •High school diploma or equivalent.
  • •Typically has a minimum three to four years of job-related, retail banking experience (or a combination of experience and training).
  • •Strong ability to build and foster client relationships through proactive outreach and follow up.
  • •Thorough knowledge of applicable bank and branch policies, procedures, and support systems.
  • •Must be able to obtain and maintain NMLS registration under the SAFE Act of 2008 and Regulation Z, including required background and credit checks.
Experience:3-4 yearsRetail bankingFinancial services
Education:High School
Skills:Customer serviceInterpersonal skillsProactive outreachClient communicationRelationship building
Licenses:NMLS registrationSAFE Act (2008)Regulation 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
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