Float Client Relationship Consultant 4 (Banker) - Buckeye, AZ

U.S. Bancorp
Arizona
Workplace: OnsiteFull timeUSD 27 - 33Function: Customer Success & Account ManagementExperience: 5+ yearsEducation: high_schoolSkills: ["Relationship building","Customer service","Interpersonal skills","Communication","Recommendation"]

Build strong relationships with customers by engaging in person, by appointment, and virtually, using a digital-first approach. Assess customer banking needs, process account information and basic transactions, educate clients on deposit and loan products, and recommend solutions aligned to individual goals. Proactively follow up, open new consumer and business accounts, submit credit applications, and partner with branch teams to deliver an accurate, optimal client experience.

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FursaFursa
U.S. Bancorp
U.S. Bancorp
2 months ago

Float Client Relationship Consultant 4 (Banker) - Buckeye, AZ

âś“ Verified Job

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 27 days agoStatus: Live

Job Summary

Build strong relationships with customers by engaging in person, by appointment, and virtually, using a digital-first approach. Assess customer banking needs, process account information and basic transactions, educate clients on deposit and loan products, and recommend solutions aligned to individual goals. Proactively follow up, open new consumer and business accounts, submit credit applications, and partner with branch teams to deliver an accurate, optimal client experience.
Location: Arizona
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 virtual interactions to provide guidance and counsel.
  • •Assess customers’ banking needs, obtain and process account information, and recommend deposit and loan solutions aligned to their goals.
  • •Proactively educate clients on emerging and self-service digital products and services.
  • •Provide an optimal client experience by greeting clients, processing basic transactions, and completing service requests.
  • •Open new consumer and business accounts and submit credit applications while leveraging resources and technologies to support operational excellence.
Travel: Low travel

Pay and Benefits

Salary: USD 27 - 33
Perks:Health InsuranceDentalVisionLife InsuranceDisability Insurance401kPaid LeaveParental Leave

Key Requirements

  • •High school diploma or equivalent.
  • •Typically 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.
  • •Thorough knowledge of retail banking products and services, including digital/self-service technologies.
  • •Ability to effectively engage and communicate with clients and make appropriate recommendations based on their needs.
Experience:5+ yearsRetail bankingFinancial services
Education:High School
Skills:Relationship buildingCustomer serviceInterpersonal skillsCommunicationRecommendation
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
Glassdoor
Glassdoor: 3.8
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