Client Relationship Consultant 2 (banker) West Towne Madison, Wi

U.S. Bank

Madison, WI, US
Base: $20.25 - $24.75; bonus/equity: not specified...
Client relationship building
Financial needs assessment
Deposit and loan products
Client Relationship Consultants build relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually to provide the best possible counsel while adapting a digital first mindset

Job Summary

  • Client Relationship Consultants build relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually to provide the best possible counsel while adapting a digital first mindset.
  • Strong client relationships are based on trust, assessing and attending to customers’ banking needs, obtaining and processing customer and account information, demonstrating and educating clients on available deposit and loan products and services, and recommending solutions based on each customer’s unique goals and needs.
  • Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work.

Matching Summary

Client Relationship Consultants build relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually to provide the best possible counsel while adapting a digital first mindset.

Salary

Base: $20.25 - $24.75; Bonus/Equity: Not specified; Benefits: Healthcare, life insurance, disability, parental leave, 401(k), paid vacation, holidays, adoption assistance, sick leave

Skills & Requirements

Must-have

  • Client relationship building
  • Financial needs assessment
  • Deposit and loan products
  • Digital product education
  • Customer service excellence

Nice-to-have

  • Proactive client outreach
  • Collaborative team partnerships
  • Adaptable to digital mindset
  • Operational excellence and accuracy

Key Requirements

  • High school diploma or equivalent
  • Three to four years of customer service experience
  • Three to four years of sales experience
  • National Mortgage Licensing System (NMLS) registration

Work Rights

Not specified

Tailored Resume

Cover Letter