Client Relationship Consultant 3 (Banker) - Oak Park Madison St

U.S. Bancorp
United States
Workplace: OnsiteFull timeUSD 27.22 - 33.26Function: Customer Success & Account ManagementExperience: 4-5 yearsEducation: high_schoolSkills: ["Customer service","Interpersonal skills","Relationship building","Communication","Making recommendations"]

Build trusted client relationships by engaging customers in-person, by appointment, and virtually while applying a digital-first approach. Assess customer banking needs, gather and process account information, educate clients on deposit and loan products, and recommend solutions aligned to individual goals. Deliver an optimal client experience by greeting customers, processing basic transactions, opening accounts, completing service requests, and submitting credit applications. Partner with branch teams to support operational excellence and accuracy.

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

Client Relationship Consultant 3 (Banker) - Oak Park Madison St

âś“ Verified Job

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

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 while applying a digital-first approach. Assess customer banking needs, gather and process account information, educate clients on deposit and loan products, and recommend solutions aligned to individual goals. Deliver an optimal client experience by greeting customers, processing basic transactions, opening accounts, completing service requests, and submitting credit applications. Partner with branch teams to support operational excellence and accuracy.
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 and follow-up across in-person, appointment, and virtual channels.
  • •Assess customers’ banking needs, obtain and process customer/account information, and recommend deposit and loan solutions based on goals.
  • •Maintain working knowledge of consumer and business banking products and services, including digital products and services.
  • •Provide consistent client experience by greeting clients, processing basic transactions, and completing service requests.
  • •Open new consumer and business accounts and submit credit applications, educating clients on self-service and emerging digital products.

Pay and Benefits

Salary: USD 27.22 - 33.26
Perks:Health InsuranceLife InsuranceDisability InsuranceParental Leave401kPaid LeavePaid HolidaysAdoption Assistance

Key Requirements

  • •High school diploma or equivalent.
  • •Typically 4 to 5 years of job-related retail banking experience or equivalent combination of experience and training.
  • •Maintain National Mortgage Licensing System (NMLS) registration under the S.A.F.E. Act of 2008 and Regulation Z, including required criminal background and credit checks.
  • •Proven ability to build and foster relationships through proactive outreach and follow-up.
  • •Thorough knowledge of applicable bank and branch policies, procedures, and support systems.
Experience:4-5 yearsRetail bankingFinancial services
Education:High School
Skills:Customer serviceInterpersonal skillsRelationship buildingCommunicationMaking recommendations
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
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