U.S. Bancorp

1 week ago

Client Relationship Consultant 3 (Banker) - Laguna Hills, CA

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 12 hours agoStatus: Live

Job Summary

Build trusted relationships with consumer and business customers by proactively reaching out, assessing banking needs, and delivering a consistent, digital-first client experience. Educate customers on deposit and loan products, recommend solutions aligned to their goals, and handle basic transactions, service requests, and new account openings. Collaborate with branch teams, submit credit applications, and participate in sales campaigns while maintaining NMLS registration requirements.

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Customer Success & Account Management

Seniority: Mid level

Key Responsibilities

•Build and foster client relationships via in-person, by appointment, and virtual engagement while adapting to a digital-first mindset.
•Assess customer banking needs, obtain and process customer/account information, and recommend deposit and loan solutions aligned to customer goals.
•Provide consistent optimal client experience by greeting clients and processing basic transactions, service requests, and new account openings.
•Proactively educate customers on emerging and self-service digital products and services to support their financial needs.
•Collaborate with branch team members and partners, and open and service consumer and business accounts including submitting credit applications.

Pay and Benefits

Salary: 27.22 - 33.26 hourly

Perks:Health InsuranceDentalVisionLife InsuranceDisabilityParental Leave401kPaid LeavePaid HolidaysAdoption Assistance

Key Requirements

•High school diploma or equivalent.
•Typically 4–5 years of job-related, retail banking experience (or a combination of experience and training).
•Proven ability to build and foster client relationships through proactive outreach and follow up.
•Ability to effectively engage and communicate with clients and demonstrate strong customer service and interpersonal skills.
•Thorough knowledge of retail banking products and services, including digital products and self-service technologies.

Experience:4-5 yearsRetail bankingFinancial services

Education:High School

Skills:Customer serviceInterpersonal skillsRelationship buildingCommunicationRecommendations

Certifications: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: 3.8

Website LinkedIn Glassdoor

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U.S. Bancorp

1 week ago

Client Relationship Consultant 3 (Banker) - Laguna Hills, CA

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 12 hours agoStatus: Live

Job Summary

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Customer Success & Account Management

Seniority: Mid level

Key Responsibilities

•Build and foster client relationships via in-person, by appointment, and virtual engagement while adapting to a digital-first mindset.
•Assess customer banking needs, obtain and process customer/account information, and recommend deposit and loan solutions aligned to customer goals.
•Provide consistent optimal client experience by greeting clients and processing basic transactions, service requests, and new account openings.
•Proactively educate customers on emerging and self-service digital products and services to support their financial needs.
•Collaborate with branch team members and partners, and open and service consumer and business accounts including submitting credit applications.

Pay and Benefits

Salary: 27.22 - 33.26 hourly

Perks:Health InsuranceDentalVisionLife InsuranceDisabilityParental Leave401kPaid LeavePaid HolidaysAdoption Assistance

Key Requirements

•High school diploma or equivalent.
•Typically 4–5 years of job-related, retail banking experience (or a combination of experience and training).
•Proven ability to build and foster client relationships through proactive outreach and follow up.
•Ability to effectively engage and communicate with clients and demonstrate strong customer service and interpersonal skills.
•Thorough knowledge of retail banking products and services, including digital products and self-service technologies.

Experience:4-5 yearsRetail bankingFinancial services

Education:High School

Skills:Customer serviceInterpersonal skillsRelationship buildingCommunicationRecommendations

Certifications:NMLS registration

Tech Stack:Digital productsSelf-service technologies

Company Brief

U.S. Bancorp

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: 3.8

Website LinkedIn Glassdoor