U.S. Bancorp

2 weeks ago

Client Relationship Consultant 2 (Banker) - Menifee, CA (35hrs)

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 7 hours agoStatus: Live

Job Summary

Build trusted relationships with retail and business customers by engaging them in person, by appointment, and virtually. Assess customer banking needs, process basic transactions, open new accounts, complete service requests, and submit credit applications. Recommend deposit and loan products aligned to each customer’s goals while educating customers on digital and self-service tools. Partner with branch teams and use available resources to deliver an accurate, high-quality client experience.

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Customer Success & Account Management

Seniority: Mid level

Key Responsibilities

•Engage customers through in-person, by-appointment, and virtual channels to provide tailored banking counsel.
•Assess customer banking needs, obtain and process customer/account information, and recommend appropriate deposit and loan solutions.
•Open new consumer and business accounts, complete service requests, and submit credit applications.
•Educate clients on emerging and self-service digital products and services using a digital-first mindset.
•Process basic transactions and partner with branch team members to deliver an optimal client experience with operational excellence and accuracy.

Pay and Benefits

Salary: USD 21.68 - 26.5 hourly

Perks:Health InsuranceDentalVisionLife Insurance401kRetirementPaid LeavePaid HolidaysParental LeaveLong-term DisabilityAdoption Assistance

Key Requirements

•High school diploma or equivalent.
•Typically 3 to 4 years of job-related retail banking experience, or a combination of experience and commensurate training.
•Build and foster client relationships through proactive outreach and follow-up.
•Effectively engage and communicate with clients and maintain strong customer service and interpersonal skills.
•Obtain and maintain NMLS registration under the S.A.F.E. Act of 2008 and Regulation Z (including a criminal background and credit check).

Experience:3-4 yearsRetail bankingFinancial services

Education:High School

Skills:Customer serviceInterpersonal skillsClient relationship buildingProactive outreachCommunication

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

2 weeks ago

Client Relationship Consultant 2 (Banker) - Menifee, CA (35hrs)

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 7 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

•Engage customers through in-person, by-appointment, and virtual channels to provide tailored banking counsel.
•Assess customer banking needs, obtain and process customer/account information, and recommend appropriate deposit and loan solutions.
•Open new consumer and business accounts, complete service requests, and submit credit applications.
•Educate clients on emerging and self-service digital products and services using a digital-first mindset.
•Process basic transactions and partner with branch team members to deliver an optimal client experience with operational excellence and accuracy.

Pay and Benefits

Salary: USD 21.68 - 26.5 hourly

Perks:Health InsuranceDentalVisionLife Insurance401kRetirementPaid LeavePaid HolidaysParental LeaveLong-term DisabilityAdoption Assistance

Key Requirements

•High school diploma or equivalent.
•Typically 3 to 4 years of job-related retail banking experience, or a combination of experience and commensurate training.
•Build and foster client relationships through proactive outreach and follow-up.
•Effectively engage and communicate with clients and maintain strong customer service and interpersonal skills.
•Obtain and maintain NMLS registration under the S.A.F.E. Act of 2008 and Regulation Z (including a criminal background and credit check).

Experience:3-4 yearsRetail bankingFinancial services

Education:High School

Skills:Customer serviceInterpersonal skillsClient relationship buildingProactive outreachCommunication

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