Client Relationship Consultant 2 (Banker) - Delano, CA

U.S. Bancorp
California
Workplace: OnsiteFull timeUSD 21.68 - 26.5 hourlyFunction: Customer Success & Account ManagementEducation: high_schoolSkills: ["Customer service","Relationship building","Communication","Interpersonal skills","Recommendations"]

Build trusted relationships with consumer and business customers by engaging in-person, by appointment, and virtually. Assess customer banking needs, process account information, and recommend deposit and loan solutions aligned to individual goals. Open new accounts, complete service requests, and submit credit applications while maintaining strong product knowledge and delivering an optimal client experience in a digital-first mindset.

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FursaFursa
U.S. Bancorp
U.S. Bancorp
1 month ago

Client Relationship Consultant 2 (Banker) - Delano, CA

âś“ Verified Job

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 25 days agoStatus: Live

Job Summary

Build trusted relationships with consumer and business customers by engaging in-person, by appointment, and virtually. Assess customer banking needs, process account information, and recommend deposit and loan solutions aligned to individual goals. Open new accounts, complete service requests, and submit credit applications while maintaining strong product knowledge and delivering an optimal client experience in a digital-first mindset.
Location: California
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Foster client relationships through proactive outreach and follow up across in-person, appointment, and virtual channels.
  • •Assess customers’ banking needs and recommend deposit and loan products and services aligned to their goals.
  • •Maintain knowledge of consumer and business banking products, including digital products and services.
  • •Provide an optimal client experience by greeting clients and processing basic transactions.
  • •Open new accounts, complete service requests, and submit credit applications; educate customers on emerging and self-service digital offerings.

Pay and Benefits

Salary: USD 21.68 - 26.5 hourly
Perks:Health InsuranceDentalVisionLife InsuranceDisability Insurance401kRetirementPaid LeavePaid HolidaysAdoption 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 relationships with clients through proactive outreach and follow up.
  • •Ability to effectively engage and communicate with clients and deliver strong customer service and interpersonal skills.
  • •Experience using and demonstrating digital products and self-service technologies, with a digital-first mindset.
Experience:Retail bankingFinancial services
Education:High School
Skills:Customer serviceRelationship buildingCommunicationInterpersonal skillsRecommendations
Licenses:NMLS registration (SAFE Act)
Tech Stack:NMLSDigital 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
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