Client Relationship Consultant 3 (Banker) Charlotte NC 1801 S Blvd

U.S. Bancorp
Charlotte
Workplace: OnsiteFull timeUSD 23.75 - 29.03 hourlyFunction: SalesExperience: 4-5 yearsEducation: high_schoolSkills: ["Customer service","Interpersonal skills","Relationship building","Proactive outreach","Communication"]

Build trusted relationships with consumer and business customers by engaging in-person, by appointment, and virtually to understand banking needs and goals. Provide a consistent client experience, process basic transactions, and open new accounts or complete service requests. Recommend deposit and loan products, educate customers on digital and self-service tools, and collaborate with branch partners to deliver operational excellence and accuracy.

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

Client Relationship Consultant 3 (Banker) Charlotte NC 1801 S Blvd

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 26 days agoStatus: Live

Job Summary

Build trusted relationships with consumer and business customers by engaging in-person, by appointment, and virtually to understand banking needs and goals. Provide a consistent client experience, process basic transactions, and open new accounts or complete service requests. Recommend deposit and loan products, educate customers on digital and self-service tools, and collaborate with branch partners to deliver operational excellence and accuracy.
Location: Charlotte
Workplace: Onsite
Employment Type: Full time
Job Function: Sales
Seniority: Mid level

Key Responsibilities

  • •Build and foster client relationships through proactive outreach, follow up, and discovery of financial needs and channel preferences.
  • •Provide counsel by recommending deposit and loan solutions aligned to customers’ goals and needs.
  • •Maintain working knowledge of consumer and business banking products and services, including digital offerings.
  • •Deliver a consistent client experience, including greeting clients and processing basic transactions.
  • •Open new consumer and business accounts, complete service requests, and submit credit applications; educate clients on emerging digital and self-service products.

Pay and Benefits

Salary: USD 23.75 - 29.03 hourly
Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid LeavePaid HolidaysParental LeaveAdoption Assistance

Key Requirements

  • •High school diploma or equivalent.
  • •Typically 4 to 5 years of job-related retail banking experience or a combination of experience and training.
  • •Thorough knowledge of applicable bank and branch policies, procedures, and support systems.
  • •Thorough knowledge of retail products and services.
  • •Ability to build and foster client relationships through proactive outreach and follow up, effectively engaging and communicating with customers.
Experience:4-5 yearsRetail bankingFinancial services
Education:High School
Skills:Customer serviceInterpersonal skillsRelationship buildingProactive outreachCommunication
Certifications: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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