Client Relationship Consultant 3 (Banker) - Rainier Valley, WA

U.S. Bancorp
Seattle
Workplace: OnsiteFull timeUSD 29.08 - 35.54Function: Customer Success & Account ManagementExperience: 4-5 yearsEducation: high_schoolSkills: ["Customer service","Interpersonal skills","Relationship building","Communication","Recommendation skills"]

Build and maintain strong client relationships by engaging customers in-person, by appointment, and virtually to understand banking needs and preferences. Provide an optimal client experience by greeting clients, processing basic transactions, opening new accounts, completing service requests, and submitting credit applications. Educate customers on deposit and loan products as well as emerging digital and self-service tools, leveraging technologies and resources to ensure operational excellence and accuracy.

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

Client Relationship Consultant 3 (Banker) - Rainier Valley, WA

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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 and maintain strong client relationships by engaging customers in-person, by appointment, and virtually to understand banking needs and preferences. Provide an optimal client experience by greeting clients, processing basic transactions, opening new accounts, completing service requests, and submitting credit applications. Educate customers on deposit and loan products as well as emerging digital and self-service tools, leveraging technologies and resources to ensure operational excellence and accuracy.
Location: Seattle
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Foster client relationships through proactive outreach and follow up, asking questions to understand financial needs and channel preferences.
  • •Maintain knowledge of consumer and business banking products and services, including digital products and services.
  • •Provide consistent client experience by greeting clients and processing basic transactions.
  • •Open new consumer and business accounts, complete service requests, and submit credit applications.
  • •Proactively educate clients on deposit/loan products and emerging self-service digital tools to meet their needs.

Pay and Benefits

Salary: USD 29.08 - 35.54
Perks:Health InsuranceDentalVisionLife Insurance401k

Key Requirements

  • •High school diploma or equivalent.
  • •Minimum four to five years of job-related retail banking experience, or a combination of experience and training.
  • •Proven ability to build and foster client relationships through proactive outreach and follow up.
  • •Ability to effectively engage and communicate with clients and determine their true needs using a digital-first mindset.
  • •Thorough knowledge of applicable bank and branch policies, procedures, support systems, and retail products and services.
Experience:4-5 yearsRetail bankingFinancial services
Education:High School
Skills:Customer serviceInterpersonal skillsRelationship buildingCommunicationRecommendation skills
Licenses: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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