Client Relationship Consultant ; Banker Stevens Point, WI
Job in
Stevens Point, Portage County, Wisconsin, 54481, USA
Listed on 2026-06-26
Listing for:
U.S. Bank
Full Time
position Listed on 2026-06-26
Job specializations:
-
Customer Service/HelpDesk
Bank Customer Service, Banking & Finance -
Finance & Banking
Bank Customer Service, Financial Sales, Banking & Finance
Job Description & How to Apply Below
At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. A career with U.S. Bank offers a wide, ever‑growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills, and discover what you excel at—all from Day One.
Responsibilities- Build and maintain strong client relationships across multiple channels, including in‑person, by appointment, and virtually.
- Assess and attend to customers’ banking needs, obtaining and processing account information.
- Demonstrate and educate clients on available deposit and loan products and services, recommending solutions based on each customer’s unique goals.
- Proactively reach out to and follow up with clients, asking questions to learn about their financial needs and channel preferences.
- Open new consumer and business accounts, complete service requests, and submit credit applications.
- Process basic transactions and provide a consistent optimal client experience.
- Develop collaborative partnerships with branch team members and partners to best serve clients.
- Leverage available resources and technologies, including digital products, to optimize the client experience and maintain operational excellence and accuracy.
- This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and RegulationZ, and includes a mandatory criminal background and credit check.
- High school diploma or equivalent.
- One to two years of retail banking experience, or equivalent training.
- Proven ability to build and foster relationships through proactive outreach.
- Effective client engagement and communication skills.
- Basic knowledge of bank and branch policies and support systems.
- Customer service and interpersonal proficiency.
- Experience using and demonstrating digital products and self‑service technologies.
- Ability to identify client needs using a digital‑first mindset.
- Basic proficiency in making appropriate recommendations both reactively and proactively.
- Experience in the financial services industry is preferred.
- High school diploma or equivalent.
- Three to four years of retail banking experience, or equivalent training.
- Proven ability to build and foster relationships through proactive outreach.
- Effective client engagement and communication skills.
- Thorough knowledge of bank and branch policies, procedures, and support systems.
- Customer service and interpersonal proficiency.
- Experience using and demonstrating digital products and self‑service technologies.
- Ability to identify client needs using a digital‑first mindset.
- Basic proficiency in making appropriate recommendations reactively and proactively.
- Experience in the financial services industry is preferred.
- High school diploma or equivalent.
- Four to five years of retail banking experience, or equivalent training.
- Proven ability to build and foster relationships through proactive outreach.
- Effective client engagement and communication skills.
- Thorough knowledge of bank and branch policies, procedures, and support systems.
- Knowledge of all retail products and services.
- Customer service and interpersonal proficiency.
- Experience participating in sales campaigns/promotions.
- Experience using and demonstrating digital products and self‑service technologies.
- Ability to identify client needs using a digital‑first mindset.
- Advanced proficiency in making appropriate recommendations both reactively and proactively.
- Experience in the financial services industry is preferred.
- High school diploma or equivalent.
- Five or more years of retail banking experience, or equivalent training.
- Proven ability to build and foster relationships through proactive outreach.
- Effective client engagement and communication skills.
- Advanced knowledge of bank and branch policies, procedures, and support systems.
- Knowledge of all retail products and services.
- Customer service and interpersonal proficiency.
- Experience…
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