Client Relationship Consultant 3 (Banker) - Phoenix Main

U.S. Bancorp
Phoenix
Workplace: OnsiteFull timeUSD 23.75 - 29.03Function: Customer Success & Account ManagementExperience: 4-5 yearsEducation: high_schoolSkills: ["Customer service","Interpersonal skills","Proactive relationship-building","Communication"]

Build and foster trusted relationships with consumers and business customers through proactive outreach, in-person and virtual engagement, and consistent follow-up. Assess banking needs, educate clients on deposit/loan and digital self-service products, and recommend solutions aligned to individual goals. Maintain knowledge of retail banking offerings, complete account openings and service requests, and collaborate with branch partners to deliver an accurate, high-quality client experience while supporting credit applications.

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FursaFursa
U.S. Bancorp
U.S. Bancorp
2 days ago

Client Relationship Consultant 3 (Banker) - Phoenix Main

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Source: Company careers pageValidated by: Fursa AI
Last checked: 20 hours agoStatus: Live

Job Summary

Build and foster trusted relationships with consumers and business customers through proactive outreach, in-person and virtual engagement, and consistent follow-up. Assess banking needs, educate clients on deposit/loan and digital self-service products, and recommend solutions aligned to individual goals. Maintain knowledge of retail banking offerings, complete account openings and service requests, and collaborate with branch partners to deliver an accurate, high-quality client experience while supporting credit applications.
Location: Phoenix
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Engage customers via in-person, by appointment, and virtually to provide counsel and a digital-first client experience.
  • •Assess customer banking needs, obtain/process account information, and recommend deposit and loan solutions aligned to customer goals.
  • •Open new consumer and business accounts, complete service requests, and submit credit applications.
  • •Educate clients on emerging and self-service digital products to help meet financial needs.
  • •Maintain knowledge of consumer and business banking products and collaborate with branch team members to ensure operational excellence and accuracy.

Pay and Benefits

Salary: USD 23.75 - 29.03
Perks:Health InsuranceDentalVision401kPaid Leave

Key Requirements

  • •High school diploma or equivalent.
  • •Typically 4 to 5 years of retail banking experience (or a combination of experience and commensurate training).
  • •Proven ability to build and foster client relationships through proactive outreach and follow up.
  • •Ability to effectively engage and communicate with clients.
  • •Thorough knowledge of applicable bank/branch policies, procedures, and support systems.
Experience:4-5 years
Education:High School
Skills:Customer serviceInterpersonal skillsProactive relationship-buildingCommunication
Licenses:NMLS
Certifications:NMLSSAFE ActRegulation 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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