Client Relationship Consultant 2 (Banker) Lincoln, NE (40 hours)

U.S. Bancorp
United States
Workplace: OnsiteFull timeUSD 20 - 23 hourlyFunction: Customer Success & Account ManagementExperience: 3-4 yearsEducation: high_schoolSkills: ["Customer service","Interpersonal skills","Relationship building","Proactive outreach","Communication"]

Build trusted relationships with retail and business customers by engaging them in person, by appointment, and virtually. Assess banking needs, gather and process customer/account information, and recommend deposit and loan products aligned to customers’ goals. Open accounts, complete service requests, submit credit applications, and educate clients on self-service and digital tools. Partner with branch teams to deliver an accurate, consistent client experience while meeting NMLS/Regulation Z requirements.

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

Client Relationship Consultant 2 (Banker) Lincoln, NE (40 hours)

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 22 days agoStatus: Live

Job Summary

Build trusted relationships with retail and business customers by engaging them in person, by appointment, and virtually. Assess banking needs, gather and process customer/account information, and recommend deposit and loan products aligned to customers’ goals. Open accounts, complete service requests, submit credit applications, and educate clients on self-service and digital tools. Partner with branch teams to deliver an accurate, consistent client experience while meeting NMLS/Regulation Z requirements.
Location: United States
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 and follow up across multiple channels.
  • •Assess customer banking needs, obtain and process customer/account information, and recommend deposit and loan solutions.
  • •Maintain knowledge of consumer and business banking products, including digital products and self-service services.
  • •Provide an optimal client experience by greeting customers and processing basic transactions while ensuring accuracy.
  • •Open new consumer and business accounts, complete service requests, submit credit applications, and educate clients on emerging digital tools.

Pay and Benefits

Salary: USD 20 - 23 hourly
Equity and Bonus:Equity
Perks:Health InsuranceDentalVision401kLife InsuranceDisabilityParental LeavePaid LeavePaid HolidaysAdoption AssistanceSafe Leave

Key Requirements

  • •High school diploma or equivalent.
  • •Minimum three to four years of job-related retail banking experience (or a combination of experience and commensurate training).
  • •Proven ability to build and foster relationships with clients through proactive outreach and follow up.
  • •Ability to effectively engage and communicate with clients and demonstrate strong customer service and interpersonal skills.
  • •Working knowledge of bank/branch policies, procedures, and support systems; experience using and demonstrating digital products and self-service technologies preferred.
Experience:3-4 yearsRetail bankingFinancial services
Education:High School
Skills:Customer serviceInterpersonal skillsRelationship buildingProactive outreachCommunication
Licenses:National Mortgage Licensing System (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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