Client Relationship Consultant 3 (Banker) Gettysburg, OH Office

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

Build trusted relationships with retail and business customers by engaging them in person, by appointment, and virtually. Assess customer banking needs, gather and process account information, and recommend deposit and loan products that match customers’ goals. Open new accounts, complete service requests, and submit credit applications. Deliver an optimal client experience, educate customers on digital and self-service tools, and partner with branch team members to serve customers with accuracy and operational excellence.

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

Client Relationship Consultant 3 (Banker) Gettysburg, OH Office

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 19 hours agoStatus: Live

Job Summary

Build trusted relationships with retail and business customers by engaging them in person, by appointment, and virtually. Assess customer banking needs, gather and process account information, and recommend deposit and loan products that match customers’ goals. Open new accounts, complete service requests, and submit credit applications. Deliver an optimal client experience, educate customers on digital and self-service tools, and partner with branch team members to serve customers with accuracy and operational excellence.
Location: Ohio
Workplace: Onsite
Employment Type: Full time
Job Function: Sales
Seniority: Mid level

Key Responsibilities

  • •Engage customers across channels (in-person, by appointment, and virtually) to provide counsel and support a digital-first mindset.
  • •Assess customers’ banking needs, gather and process customer/account information, and recommend deposit and loan solutions aligned to individual goals.
  • •Maintain knowledge of consumer and business banking products and services, including digital and self-service offerings.
  • •Provide consistent client experience by greeting customers, processing basic transactions, and completing service requests.
  • •Proactively educate customers on emerging and self-service digital products and services; open accounts and submit credit applications as needed.

Pay and Benefits

Salary: USD 23.75 - 29.03
Perks:Health InsuranceDentalVisionLife InsuranceDisability401kRetirementPaid LeavePaid HolidaysParental LeaveAdoption 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).
  • •Proven ability to build and foster client relationships through proactive outreach and follow-up.
  • •Thorough knowledge of retail banking products and services, including digital products and services.
  • •Proven customer service and interpersonal skills, including making appropriate recommendations based on customer needs.
Experience:4-5 yearsRetail bankingFinancial services
Education:High School
Skills:Customer serviceInterpersonal skillsRelationship buildingProactive outreachRecommendation making
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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Glassdoor: 3.8
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