Client Relationship Consultant 2 (Banker) - Valencia, CA

U.S. Bancorp
California
Workplace: OnsiteFull timeUSD 23.19 - 28.35Function: Customer Success & Account ManagementExperience: 3-4 yearsSkills: ["Customer service","Interpersonal skills","Proactive outreach","Relationship building","Communication"]

Build trusted relationships with consumer and business customers through proactive outreach and follow-up across in-person, appointment, and virtual channels. Assess banking needs, educate customers on deposit and loan products and digital self-service tools, and make recommendations aligned to each customer’s goals. Provide an optimal branch client experience, process transactions and service requests, and support credit applications while partnering with branch teams for operational excellence.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
U.S. Bancorp
U.S. Bancorp
5 days ago

Client Relationship Consultant 2 (Banker) - Valencia, CA

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 19 hours agoStatus: Live

Job Summary

Build trusted relationships with consumer and business customers through proactive outreach and follow-up across in-person, appointment, and virtual channels. Assess banking needs, educate customers on deposit and loan products and digital self-service tools, and make recommendations aligned to each customer’s goals. Provide an optimal branch client experience, process transactions and service requests, and support credit applications while partnering with branch teams for operational excellence.
Location: California
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Build and foster client relationships through proactive outreach and follow-up across multiple banking channels.
  • •Assess customer needs, obtain and process customer/account information, and recommend solutions aligned to goals.
  • •Maintain knowledge of consumer and business banking products and services, including digital products.
  • •Provide a consistent client experience by greeting customers and processing basic transactions and service requests.
  • •Open new consumer and business accounts and complete service requests, including submitting credit applications as needed.

Pay and Benefits

Salary: USD 23.19 - 28.35
Perks:Health InsuranceDentalVisionLife InsuranceDisabilityParental Leave401kRetirementPaid LeavePaid HolidaysAdoption Assistance

Key Requirements

  • •High school diploma or equivalent.
  • •Minimum three to four 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.
  • •Ability to effectively engage and communicate with clients.
  • •Ability to use and demonstrate digital products and self-service technologies.
Experience:3-4 yearsFinancial services
Skills:Customer serviceInterpersonal skillsProactive outreachRelationship buildingCommunication
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
Glassdoor: 3.8
WebsiteLinkedInGlassdoor