Client Relationship Consultant 3 (Banker) - North Beach - San Francisco, CA Bilingual Cantonese & English

U.S. Bancorp
San Francisco
Workplace: OnsiteFull timeUSD 29.08 - 35.54Function: Customer Success & Account ManagementEducation: high_schoolSkills: ["Relationship building","Customer service","Interpersonal skills","Communication","Sales campaign participation"]

Build and maintain strong client relationships by proactively reaching out, assessing banking needs, and recommending deposit and loan solutions aligned to customers’ goals. Engage clients across in-person, appointment, and virtual channels, process basic transactions and service requests, and open new consumer and business accounts. Educate clients on digital and self-service products to support a digital-first experience, partnering with branch teams to deliver service with operational excellence and accuracy.

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

Client Relationship Consultant 3 (Banker) - North Beach - San Francisco, CA Bilingual Cantonese & English

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Source: Company careers pageValidated by: Fursa AI
Last checked: 24 days agoStatus: Live

Job Summary

Build and maintain strong client relationships by proactively reaching out, assessing banking needs, and recommending deposit and loan solutions aligned to customers’ goals. Engage clients across in-person, appointment, and virtual channels, process basic transactions and service requests, and open new consumer and business accounts. Educate clients on digital and self-service products to support a digital-first experience, partnering with branch teams to deliver service with operational excellence and accuracy.
Location: San Francisco
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Engage clients via in-person, by appointment, and virtual channels to provide counsel and adapt to a digital-first mindset.
  • •Assess customers’ banking needs, obtain and process customer and account information, and recommend solutions based on customer goals.
  • •Proactively follow up and educate clients on emerging and self-service digital products to meet their financial needs.
  • •Provide an optimal client experience by greeting clients, processing basic transactions, opening new consumer/business accounts, and completing service requests.
  • •Submit credit applications and partner with branch team members to serve clients with operational excellence and accuracy.

Pay and Benefits

Salary: USD 29.08 - 35.54
Perks:Health InsuranceDentalVision401kPaid 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.
  • •Business-level proficiency in reading, writing, and speaking Cantonese and English.
  • •Strong customer service and interpersonal skills with proven ability to build client relationships through proactive outreach and follow-up.
  • •Knowledge of retail products and services and the ability to use and demonstrate digital products and self-service technologies.
Experience:Financial services
Education:High School
Skills:Relationship buildingCustomer serviceInterpersonal skillsCommunicationSales campaign participation
Certifications:NMLS registration
Languages:CantoneseEnglish

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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