Client Relationship Consultant 2 (Banker) Ridgedale, MN (40 hours)

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

Build and maintain strong relationships with consumer and business customers through proactive outreach and follow-up across in-person, appointment, and virtual channels. Assess customers’ banking needs, engage and communicate effectively, and recommend deposit and loan solutions aligned to their goals. Provide an optimal client experience by greeting clients, processing basic transactions, opening accounts, completing service requests, and educating customers on digital and self-service products while partnering with branch teams.

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FursaFursa
U.S. Bancorp
U.S. Bancorp
3 days ago

Client Relationship Consultant 2 (Banker) Ridgedale, MN (40 hours)

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Source: Company careers pageValidated by: Fursa AI
Last checked: 14 hours agoStatus: Live

Job Summary

Build and maintain strong relationships with consumer and business customers through proactive outreach and follow-up across in-person, appointment, and virtual channels. Assess customers’ banking needs, engage and communicate effectively, and recommend deposit and loan solutions aligned to their goals. Provide an optimal client experience by greeting clients, processing basic transactions, opening accounts, completing service requests, and educating customers on digital and self-service products while partnering with branch teams.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Engage customers via multiple channels (in-person, by appointment, and virtually) to provide counsel aligned with their goals and needs.
  • •Proactively reach out, ask questions, and assess customers’ banking channel preferences to identify solutions for new and existing clients.
  • •Maintain knowledge of consumer and business banking products and services, including digital products, and educate clients on emerging and self-service digital offerings.
  • •Provide consistent client experience by greeting clients and processing basic transactions, service requests, and opening consumer and business accounts.
  • •Leverage available resources and technologies to optimize client experience with operational excellence and accuracy, partnering with branch team members and partners.

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisabilityParental Leave401kRetirementPaid LeavePaid HolidaysAdoption Assistance

Key Requirements

  • •High school diploma or equivalent.
  • •Typically 3 to 4 years of job-related retail banking experience (or a combination of experience and training).
  • •Maintain National Mortgage Licensing System (NMLS) registration under the S.A.F.E. Act and Regulation Z requirements, including passing required background and credit checks.
  • •Demonstrate strong ability to build and foster relationships through proactive outreach and follow-up.
  • •Have proven customer service and interpersonal skills to assess needs and make appropriate recommendations.
Experience:Financial servicesRetail banking
Education:High School
Skills:Relationship buildingProactive outreachCommunicationCustomer serviceInterpersonal skills
Licenses:NMLS registrationS.A.F.E. Act of 2008Regulation Z
Tech Stack:Digital 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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