Client Relationship Consultant 3 (Banker) - Evergreen - San Jose, CA

U.S. Bancorp
San Jose
Workplace: OnsiteFull timeUSD 29.08 - 35.54Function: Banking, Lending & CreditExperience: 4-5 yearsEducation: high_schoolSkills: ["Customer service","Interpersonal skills","Relationship building","Proactive outreach","Recommendations"]

Build trusted relationships with consumer and business clients by engaging in-person, by appointment, and virtually using a digital-first mindset. Assess customer needs, gather and process account information, educate clients on deposit and loan products and self-service digital tools, and recommend solutions aligned to goals. Support branch partnerships, greet clients, complete transactions, open new accounts, handle service requests, and submit credit applications while delivering an accurate, excellent client experience.

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FursaFursa
U.S. Bancorp
U.S. Bancorp
2 months ago

Client Relationship Consultant 3 (Banker) - Evergreen - San Jose, CA

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 23 days agoStatus: Live

Job Summary

Build trusted relationships with consumer and business clients by engaging in-person, by appointment, and virtually using a digital-first mindset. Assess customer needs, gather and process account information, educate clients on deposit and loan products and self-service digital tools, and recommend solutions aligned to goals. Support branch partnerships, greet clients, complete transactions, open new accounts, handle service requests, and submit credit applications while delivering an accurate, excellent client experience.
Location: San Jose
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Build and foster client relationships through proactive outreach and follow up across multiple channels (in-person, by appointment, virtually).
  • •Assess customer banking needs, obtain and process customer and account information, and recommend deposit and loan solutions aligned to goals.
  • •Maintain knowledge of consumer and business banking products and services, including digital products and self-service technologies.
  • •Provide an optimal client experience by greeting clients, processing basic transactions, opening new accounts, completing service requests, and submitting credit applications.
  • •Educate clients on emerging and self-service digital products while partnering with branch team members to serve customers with operational excellence and accuracy.

Pay and Benefits

Salary: USD 29.08 - 35.54
Perks:Health InsuranceDentalVision401kLife InsurancePaid LeaveParental Leave

Key Requirements

  • •High school diploma or equivalent.
  • •Typically 4 to 5 years of job-related retail banking experience (or a combination of experience and commensurate training).
  • •Ability to build and foster client relationships through proactive outreach and follow up.
  • •Thorough knowledge of applicable bank and branch policies, procedures, and support systems, plus retail products and services.
  • •Proven customer service and interpersonal skills with experience participating in sales campaigns and demonstrating digital products.
Experience:4-5 yearsFinancial services
Education:High School
Skills:Customer serviceInterpersonal skillsRelationship buildingProactive outreachRecommendations
Certifications:NMLS registration
Tech Stack:NMLS

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
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Glassdoor: 3.8
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