Client Relationship Consultant 2 (Banker) Springboro OH Office

U.S. Bancorp
United States
Workplace: OnsiteFull timeFunction: Customer Success & Account ManagementExperience: 3-4 yearsEducation: high_schoolSkills: ["Customer service","Interpersonal skills","Proactive outreach","Communication","Relationship building"]

Build strong relationships with consumer and business customers by engaging them in person, by appointment, and virtually. Assess banking needs, gather and process account information, and recommend deposit and loan products aligned to customers’ goals. Deliver a consistent client experience, educate customers on digital and self-service tools, and partner with branch teams while completing account openings, service requests, and credit applications. Registration under NMLS and compliance with SAFE Act/Regulation Z are required.

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FursaFursa
U.S. Bancorp
U.S. Bancorp
5 days ago

Client Relationship Consultant 2 (Banker) Springboro OH Office

✓ Verified Job

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Source: Company careers pageValidated by: Fursa AI
Last checked: 21 hours agoStatus: Live

Job Summary

Build strong relationships with consumer and business customers by engaging them in person, by appointment, and virtually. Assess banking needs, gather and process account information, and recommend deposit and loan products aligned to customers’ goals. Deliver a consistent client experience, educate customers on digital and self-service tools, and partner with branch teams while completing account openings, service requests, and credit applications. Registration under NMLS and compliance with SAFE Act/Regulation Z are required.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Engage customers through in-person, by-appointment, and virtual channels to provide counsel aligned with a digital-first mindset.
  • •Assess banking needs, obtain and process customer and account information, and recommend deposit and loan solutions based on customer goals.
  • •Provide an optimal client experience, including greeting clients and processing basic transactions.
  • •Open new consumer and business accounts, complete service requests, and submit credit applications.
  • •Proactively educate customers on emerging and self-service digital products and leverage available resources and technologies to optimize the client experience.

Pay and Benefits

Equity and Bonus:Equity
Perks:Health InsuranceDentalVisionLife InsuranceDisability401kRetirementPaid LeavePaid HolidaysParental LeaveAdoption Assistance

Key Requirements

  • •High school diploma or equivalent.
  • •Typically has a minimum three to four years of job-related, retail banking experience (or a combination of experience and commensurate training).
  • •Build and foster client relationships through proactive outreach and follow up.
  • •Effectively engage and communicate with clients and maintain thorough knowledge of applicable bank and branch policies, procedures, and support systems.
  • •This position requires National Mortgage Licensing System (NMLS) registration under the S.A.F.E. Act of 2008 and Regulation Z, including required background and credit checks.
Experience:3-4 yearsFinancial servicesRetail banking
Education:High School
Skills:Customer serviceInterpersonal skillsProactive outreachCommunicationRelationship building
Certifications:NMLS
Tech Stack:NMLSDigital productsSelf-service technologies

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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