Jobs · Consulting · Wisconsin

Float Client Relationship Consultant 4 (Banker) Hartford & Multiple Locations, WI (Sign-On Bonus $1,500)

U.S. Bank · Menomonee Falls, WI · 2 wk ago
Consulting$27–$33/hrFull-time

About the role

At U.S. Bank, we’re on a journey to do our best—helping customers and businesses make better financial decisions and enabling communities to grow. A career here offers a wide, ever‑growing range of opportunities to discover what makes you thrive, try new things, learn new skills, and excel from Day One.

Responsibilities

  • Build relationships with customers via in‑person, appointment, and virtual channels, providing counsel with a digital‑first mindset.
  • Assess and attend to customers’ banking needs, obtain and process customer and account information.
  • Demonstrate and educate clients on available deposit and loan products and services, recommending solutions based on each customer’s unique goals and needs.
  • Proactively outreach and follow up, asking questions to learn about financial needs and channel preferences.
  • Identify solutions for new and existing clients by effectively engaging and communicating.
  • Maintain working knowledge of consumer and business banking products and services, including digital offerings.
  • Provide a consistent optimal client experience, greeting clients and processing basic transactions.
  • Develop collaborative partnerships with branch team members and partners to best serve clients.
  • Open new consumer and business accounts, complete service requests, and submit credit applications.
  • Proactively educate clients on emerging and self‑service digital products and services.
  • Leverage resources and technologies to optimize the client experience with operational excellence and accuracy.

Requirements

  • High school diploma or equivalent.
  • Typically five or more years of job‑related retail banking experience, or a combination of experience and commensurate training.
  • Must obtain and maintain National Mortgage Licensing System (NMLS) registration (including criminal background and credit check) per the S.A.F.E. Act and Regulation Z.

Preferred Skills/Experience

  • Proven ability to build and foster relationships with clients through proactive outreach and follow‑up.
  • Ability to effectively engage and communicate with clients.
  • Advanced knowledge of applicable bank and branch policies, procedures, and support systems.
  • Thorough knowledge of all retail products and services.
  • Proven customer service and interpersonal skills.
  • Experience participating in sales campaigns/promotions.
  • Experience using and

Similar jobs