Client Relationship Consultant 3 (Banker) - Old Town - Scottsdale, AZ

U.S. Bancorp
United States
Workplace: OnsiteFull time23.75 - 29.03Function: Customer Success & Account ManagementExperience: 4-5 yearsEducation: high_schoolSkills: ["Customer service","Interpersonal skills"]

Build trusted relationships with customers through in-person, appointment, and virtual interactions, using a digital-first mindset to identify needs and recommend deposit and loan solutions. Proactively follow up, educate clients on emerging self-service digital products, and maintain strong knowledge of consumer and business banking offerings. Provide a consistent client experience by greeting clients, processing basic transactions, opening accounts, completing service requests, and submitting credit applications.

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FursaFursa
U.S. Bancorp
U.S. Bancorp
3 months ago

Client Relationship Consultant 3 (Banker) - Old Town - Scottsdale, AZ

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 26 days agoStatus: Live

Job Summary

Build trusted relationships with customers through in-person, appointment, and virtual interactions, using a digital-first mindset to identify needs and recommend deposit and loan solutions. Proactively follow up, educate clients on emerging self-service digital products, and maintain strong knowledge of consumer and business banking offerings. Provide a consistent client experience by greeting clients, processing basic transactions, opening accounts, completing service requests, and submitting credit applications.
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, follow up, and ongoing discovery of financial needs and channel preferences.
  • •Identify and recommend solutions for new and existing customers based on their goals, using appropriate recommendations reactively and proactively.
  • •Maintain working knowledge of consumer and business banking products and services, including digital and self-service offerings.
  • •Provide an optimal client experience by greeting clients and processing basic transactions while ensuring operational excellence and accuracy.
  • •Open new consumer and business accounts, complete service requests, and submit credit applications; educate clients on emerging digital products.

Pay and Benefits

Salary: 23.75 - 29.03
Perks:Health InsuranceDentalVisionLife InsuranceDisability InsuranceParental Leave401kPaid LeavePaid HolidayAdoption Assistance

Key Requirements

  • •High school diploma or equivalent.
  • •Typically 4 to 5 years of job-related retail banking experience, or a combination of experience and commensurate training.
  • •Proven ability to build and foster client relationships through proactive outreach and follow up.
  • •Ability to effectively engage and communicate with clients.
  • •Thorough knowledge of retail products and services, bank/branch policies, procedures, and support systems.
Experience:4-5 years
Education:High School
Skills:Customer serviceInterpersonal skills
Certifications: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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