U.S. Bancorp

5 days ago

Client Relationship Consultant 2 (Banker) - Japantown - San Jose, CA

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 12 hours agoStatus: Live

Job Summary

Build and deepen client relationships through proactive outreach and follow-up, delivering a digital-first client experience across in-person, virtual, and appointment channels. Assess customers’ banking needs, educate clients on deposit and loan products and self-service digital tools, and recommend solutions aligned to individual goals. Process basic transactions, open consumer and business accounts, complete service requests, and submit credit applications while partnering with branch teams for operational excellence.

Location: San Jose

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 channels.
•Assess customers’ banking needs and recommend appropriate deposit and loan solutions based on goals.
•Maintain knowledge of consumer and business banking products and services, including digital products and self-service tools.
•Provide an optimal client experience by greeting clients, processing basic transactions, and submitting service requests.
•Open new consumer and business accounts and submit credit applications; partner with branch team members to best serve clients.

Pay and Benefits

Salary: 24.92 - 30.46

Perks:Health InsuranceDentalVisionLife InsuranceLong-term DisabilityParental Leave401kPaid LeavePaid HolidayAdoption 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).
•Register with NMLS under the S.A.F.E. Act of 2008 and Regulation Z, including completing required background and credit checks.
•Maintain NMLS registration requirements, including maintaining a satisfactory criminal and credit record.
•Ability to comply with U.S. Bank policies and procedures, including the Code of Ethics and Business Conduct.

Experience:3-4 yearsRetail bankingFinancial services

Education:High School

Skills:Relationship buildingCustomer serviceInterpersonal skillsCommunicationRecommendations

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

5 days ago

Client Relationship Consultant 2 (Banker) - Japantown - San Jose, CA

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 12 hours agoStatus: Live

Job Summary

Location: San Jose

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 channels.
•Assess customers’ banking needs and recommend appropriate deposit and loan solutions based on goals.
•Maintain knowledge of consumer and business banking products and services, including digital products and self-service tools.
•Provide an optimal client experience by greeting clients, processing basic transactions, and submitting service requests.
•Open new consumer and business accounts and submit credit applications; partner with branch team members to best serve clients.

Pay and Benefits

Salary: 24.92 - 30.46

Perks:Health InsuranceDentalVisionLife InsuranceLong-term DisabilityParental Leave401kPaid LeavePaid HolidayAdoption 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).
•Register with NMLS under the S.A.F.E. Act of 2008 and Regulation Z, including completing required background and credit checks.
•Maintain NMLS registration requirements, including maintaining a satisfactory criminal and credit record.
•Ability to comply with U.S. Bank policies and procedures, including the Code of Ethics and Business Conduct.

Experience:3-4 yearsRetail bankingFinancial services

Education:High School

Skills:Relationship buildingCustomer serviceInterpersonal skillsCommunicationRecommendations

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