Client Relationship Consultant 3 (Banker) - Issaquah, WA

U.S. Bancorp
Washington
Workplace: OnsiteFull timeUSD 29.08 - 35.54Function: Customer Success & Account ManagementExperience: 4-5 yearsEducation: high_schoolSkills: ["Customer service","Interpersonal skills","Relationship building","Communication","Recommendation skills"]

Build and deepen client relationships by engaging customers in person, by appointment, and virtually to understand banking needs and provide tailored guidance. Proactively conduct outreach and follow-up, recommend deposit and loan solutions, and educate clients on digital and self-service tools. Maintain strong knowledge of consumer and business banking products, process basic transactions, open accounts, complete service requests, and support credit application submissions while delivering an accurate, high-quality client experience.

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FursaFursa
U.S. Bancorp
U.S. Bancorp
4 days ago

Client Relationship Consultant 3 (Banker) - Issaquah, WA

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

Job Summary

Build and deepen client relationships by engaging customers in person, by appointment, and virtually to understand banking needs and provide tailored guidance. Proactively conduct outreach and follow-up, recommend deposit and loan solutions, and educate clients on digital and self-service tools. Maintain strong knowledge of consumer and business banking products, process basic transactions, open accounts, complete service requests, and support credit application submissions while delivering an accurate, high-quality client experience.
Location: Washington
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, follow-up, and understanding banking needs and channel preferences.
  • •Recommend deposit and loan products and solutions based on each customer’s goals using appropriate recommendations reactively and proactively.
  • •Maintain working knowledge of consumer and business banking products, including digital and self-service products.
  • •Provide an optimal client experience by greeting clients, processing basic transactions, opening new accounts, and completing service requests.
  • •Educate clients on emerging and self-service digital products and use available resources to optimize the client experience.

Pay and Benefits

Salary: USD 29.08 - 35.54
Perks:Health InsuranceDentalVisionLife InsuranceDisability401kRetirementPaid LeavePaid HolidaysAdoption Assistance

Key Requirements

  • •High school diploma or equivalent.
  • •Four to five years of customer service experience.
  • •Four to five years of sales experience.
  • •Ability to build and foster client relationships through proactive outreach and follow up.
  • •Ability to effectively engage and communicate with clients.
Experience:4-5 yearsFinancial services
Education:High School
Skills:Customer serviceInterpersonal skillsRelationship buildingCommunicationRecommendation skills
Licenses:NMLS registration (SAFE Act of 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
Glassdoor
Glassdoor: 3.8
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