Client Relationship Consultant 2 (Banker) - West Apache Trail Safeway - Apache Junction, AZ

U.S. Bancorp
United States
Workplace: OnsiteFull timeUSD 20.25 - 24.75 hourlyFunction: Customer Success & Account ManagementEducation: high_schoolSkills: ["Relationship building","Proactive outreach","Customer service","Interpersonal communication","Digital first mindset"]

Build trusting relationships with retail and business banking customers by engaging in person, by appointment, and virtually. Assess customer needs, collect and process account information, and recommend deposit and loan solutions aligned to each customer’s goals. Provide an optimal client experience through greetings, basic transactions, and service requests, while educating customers on digital and self-service products. Partner with branch teams to open new accounts and support operational excellence and accuracy.

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

Client Relationship Consultant 2 (Banker) - West Apache Trail Safeway - Apache Junction, AZ

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

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

Job Summary

Build trusting relationships with retail and business banking customers by engaging in person, by appointment, and virtually. Assess customer needs, collect and process account information, and recommend deposit and loan solutions aligned to each customer’s goals. Provide an optimal client experience through greetings, basic transactions, and service requests, while educating customers on digital and self-service products. Partner with branch teams to open new accounts and support operational excellence and accuracy.
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 tailored banking counsel.
  • •Assess and attend to customer banking needs by obtaining and processing customer and account information.
  • •Educate and demonstrate deposit and loan products and services, including digital products and self-service technologies.
  • •Open consumer and business accounts, complete service requests, and submit credit applications.
  • •Maintain collaborative partnerships with branch team members and partners to ensure an optimal, accurate client experience.

Pay and Benefits

Salary: USD 20.25 - 24.75 hourly
Perks:Health InsuranceDentalVisionLife InsuranceDisability Insurance401kPaid LeavePaid HolidaysParental LeaveAdoption AssistanceRetirement

Key Requirements

  • •High school diploma or equivalent.
  • •Typically 3 to 4 years of job-related retail banking experience (or equivalent combination of experience and training).
  • •Ability to build and foster client relationships through proactive outreach and follow up.
  • •Proven customer service and interpersonal skills, with the ability to effectively engage and communicate with clients.
  • •NMLS registration under the S.A.F.E. Act of 2008 and Regulation Z (including criminal background and credit check as part of the process).
Experience:Retail bankingFinancial services
Education:High School
Skills:Relationship buildingProactive outreachCustomer serviceInterpersonal communicationDigital first mindset
Licenses:NMLS registrationSAFE Act of 2008 registrationRegulation 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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