Client Relationship Consultant 2 (Banker) - Proctor - Tacoma, WA

U.S. Bancorp
United States
Workplace: OnsiteFull timeUSD 24.92 - 30.46Function: Customer Success & Account ManagementExperience: 3-4 yearsEducation: high_schoolSkills: ["Customer service","Interpersonal skills","Relationship building","Proactive communication","Recommendation skills"]

Build trusted relationships with retail and business customers through proactive outreach, ongoing follow-up, and a digital-first approach. Provide tailored counsel by assessing banking needs, recommending deposit and loan products, and educating clients on self-service and emerging digital tools. Manage account information, process basic transactions, open new accounts, complete service requests, and support branch teams to deliver an accurate, consistent client experience. Requires NMLS registration under the S.A.F.E. Act and Regulation Z.

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FursaFursa
U.S. Bancorp
U.S. Bancorp
1 week ago

Client Relationship Consultant 2 (Banker) - Proctor - Tacoma, WA

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

Job Summary

Build trusted relationships with retail and business customers through proactive outreach, ongoing follow-up, and a digital-first approach. Provide tailored counsel by assessing banking needs, recommending deposit and loan products, and educating clients on self-service and emerging digital tools. Manage account information, process basic transactions, open new accounts, complete service requests, and support branch teams to deliver an accurate, consistent client experience. Requires NMLS registration under the S.A.F.E. Act and Regulation Z.
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 virtually to deliver counsel and a consistent optimal client experience.
  • •Assess customer needs and recommend appropriate deposit and loan products, educating clients on digital and self-service options.
  • •Proactively educate clients on emerging and self-service digital products and services to support their banking needs.
  • •Open consumer and business accounts, complete service requests, and submit credit applications as needed.
  • •Collaborate with branch team members and partners to serve clients with operational excellence and accuracy.

Pay and Benefits

Salary: USD 24.92 - 30.46
Perks:Health InsuranceDentalVisionLife InsuranceDisabilityParental Leave401kPaid 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 commensurate training.
  • •Proven ability to build and foster relationships with clients through proactive outreach and follow-up.
  • •Thorough knowledge of applicable bank and branch policies, procedures, and support systems.
  • •Ability to use and demonstrate digital products and self-service technologies to meet customer needs.
Experience:3-4 yearsRetail bankingFinancial services
Education:High School
Skills:Customer serviceInterpersonal skillsRelationship buildingProactive communicationRecommendation skills
Licenses:NMLS 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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