Client Relationship Consultant 2

U.S. Bancorp
Geneva, Ohio
Workplace: OnsiteFull timeUSD 20 - 23Function: Customer Success & Account ManagementExperience: 3-4 yearsEducation: high_schoolSkills: ["Customer service","Interpersonal skills","Relationship building","Communication"]

Build trusted relationships with customers through in-person, appointment, and virtual outreach using a digital-first mindset. Assess customer banking needs, gather and process account information, and educate customers on deposit and loan products. Provide an excellent client experience by processing transactions, opening accounts, submitting credit applications, and supporting service requests. Partner with branch teams and leverage available resources and technologies to deliver operational accuracy and excellence.

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FursaFursa
U.S. Bancorp
U.S. Bancorp
5 days ago

Client Relationship Consultant 2

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 9 hours agoStatus: Live

Job Summary

Build trusted relationships with customers through in-person, appointment, and virtual outreach using a digital-first mindset. Assess customer banking needs, gather and process account information, and educate customers on deposit and loan products. Provide an excellent client experience by processing transactions, opening accounts, submitting credit applications, and supporting service requests. Partner with branch teams and leverage available resources and technologies to deliver operational accuracy and excellence.
Location: Geneva, Ohio
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 and follow up across channels.
  • •Assess and address customer needs by engaging and communicating with clients to recommend appropriate solutions.
  • •Maintain knowledge of consumer and business banking products, including digital products and services.
  • •Provide a consistent client experience by greeting customers, processing basic transactions, and completing service requests.
  • •Open consumer and business accounts and proactively educate customers on emerging and self-service digital products.

Pay and Benefits

Salary: USD 20 - 23
Perks:Health InsuranceDentalVisionLife InsuranceDisabilityParental Leave401kPaid LeavePaid HolidaysAdoption AssistancePregnancy Disability

Key Requirements

  • •High school diploma or equivalent.
  • •Typically 3 to 4 years of job-related retail banking experience or equivalent combination of experience and training.
  • •Build and foster relationships with clients through proactive outreach and follow up.
  • •Effectively engage and communicate with clients to understand their needs.
  • •Ability to use and demonstrate digital products and self-service technologies.
Experience:3-4 yearsRetail bankingFinancial services
Education:High School
Skills:Customer serviceInterpersonal skillsRelationship buildingCommunication
Licenses:NMLS registration
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
Glassdoor
Glassdoor: 3.8
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