U.S. Bancorp

3 weeks ago

Client Relationship Consultant 4 (Banker) - Montecito, CA

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 21 hours agoStatus: Live

Job Summary

Build trusted relationships with consumer and business clients by engaging them in person, by appointment, and virtually. Assess customer needs, gather and process account information, educate clients on deposit and loan products, and recommend solutions aligned to their goals. Maintain expertise in retail and digital banking services, optimize the client experience using available tools, and support branch partnerships including account openings and service requests.

Location: California

Workplace: Onsite

Employment Type: Full time

Job Function: Sales

Seniority: Mid level

Key Responsibilities

•Build and foster client relationships through proactive outreach and follow up across in-person, appointment, and virtual channels.
•Assess customers’ banking needs, gather and process account information, and recommend deposit and loan solutions based on individual goals.
•Maintain knowledge of consumer and business banking products and services, including digital and self-service offerings, and educate clients on them.
•Provide an optimal client experience by greeting clients, processing basic transactions, and completing service requests.
•Open new consumer and business accounts and submit credit applications, working collaboratively with branch team members and partners.

Pay and Benefits

Perks:Health InsuranceDentalVisionLife Insurance401kPaid LeaveParental Leave

Key Requirements

•High school diploma or equivalent.
•Typically five or more years of job-related retail banking experience (or a combination of experience and commensurate training).
•Proven ability to build and foster client relationships through proactive outreach and follow up.
•Ability to effectively engage and communicate with clients.
•Advanced knowledge of applicable bank/branch policies, procedures, support systems, and retail products and services.

Experience:5+ yearsRetail bankingFinancial services

Education:High School

Skills:Customer serviceInterpersonal skillsCommunicationRelationship buildingRecommendations

Certifications:NMLS registration

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

Loading job details...

Preparing the role view and application actions.

U.S. Bancorp

3 weeks ago

Client Relationship Consultant 4 (Banker) - Montecito, CA

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 21 hours agoStatus: Live

Job Summary

Location: California

Workplace: Onsite

Employment Type: Full time

Job Function: Sales

Seniority: Mid level

Key Responsibilities

•Build and foster client relationships through proactive outreach and follow up across in-person, appointment, and virtual channels.
•Assess customers’ banking needs, gather and process account information, and recommend deposit and loan solutions based on individual goals.
•Maintain knowledge of consumer and business banking products and services, including digital and self-service offerings, and educate clients on them.
•Provide an optimal client experience by greeting clients, processing basic transactions, and completing service requests.
•Open new consumer and business accounts and submit credit applications, working collaboratively with branch team members and partners.

Pay and Benefits

Perks:Health InsuranceDentalVisionLife Insurance401kPaid LeaveParental Leave

Key Requirements

•High school diploma or equivalent.
•Typically five or more years of job-related retail banking experience (or a combination of experience and commensurate training).
•Proven ability to build and foster client relationships through proactive outreach and follow up.
•Ability to effectively engage and communicate with clients.
•Advanced knowledge of applicable bank/branch policies, procedures, support systems, and retail products and services.

Experience:5+ yearsRetail bankingFinancial services

Education:High School

Skills:Customer serviceInterpersonal skillsCommunicationRelationship buildingRecommendations

Certifications:NMLS registration

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