3 days ago

Client Relationship Consultant 2 (Banker) - Big Bear, CA (32hrs) - Bilingual Spanish and English

✓ 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 trusting relationships with customers by helping them via in-person, appointment, and virtual channels while maintaining a digital-first mindset. Assess banking needs, collect and process customer/account information, educate clients on deposit and loan products, and recommend solutions aligned to individual goals. Open consumer and business accounts, complete service requests, and submit credit applications, partnering with branch team members to deliver an accurate, optimal 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, appointment, and virtual channels to provide counsel based on their banking needs and goals.
•Proactively follow up with customers, ask questions, and identify banking channel preferences.
•Maintain knowledge of consumer and business banking products, including digital products and services.
•Provide an optimal client experience by greeting customers and processing basic transactions.
•Open accounts, complete service requests, and submit credit applications while educating clients on emerging and self-service digital options.

Pay and Benefits

Salary: USD 21.68 - 26.5

Perks:Health InsuranceDentalVisionLife Insurance401kPaid LeavePaid HolidaysParental LeaveAdoption AssistanceLong-term DisabilityRetirement

Key Requirements

•High school diploma or equivalent.
•Typically 3 to 4 years of retail banking experience (or equivalent combination of experience and commensurate training).
•Bilingual ability to read, write, and speak business-level Spanish and English.
•Ability to build and foster client relationships through proactive outreach and follow-up.
•Ability to demonstrate digital products and self-service technologies in a digital-first approach.

Experience:3-4 yearsRetail bankingFinancial services

Skills:Customer serviceInterpersonal skillsRelationship buildingProactive outreachCommunication

Certifications:NMLS registration

Languages:SpanishEnglish

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

3 days ago

Client Relationship Consultant 2 (Banker) - Big Bear, CA (32hrs) - Bilingual Spanish and English

✓ 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, appointment, and virtual channels to provide counsel based on their banking needs and goals.
•Proactively follow up with customers, ask questions, and identify banking channel preferences.
•Maintain knowledge of consumer and business banking products, including digital products and services.
•Provide an optimal client experience by greeting customers and processing basic transactions.
•Open accounts, complete service requests, and submit credit applications while educating clients on emerging and self-service digital options.

Pay and Benefits

Salary: USD 21.68 - 26.5

Perks:Health InsuranceDentalVisionLife Insurance401kPaid LeavePaid HolidaysParental LeaveAdoption AssistanceLong-term DisabilityRetirement

Key Requirements

•High school diploma or equivalent.
•Typically 3 to 4 years of retail banking experience (or equivalent combination of experience and commensurate training).
•Bilingual ability to read, write, and speak business-level Spanish and English.
•Ability to build and foster client relationships through proactive outreach and follow-up.
•Ability to demonstrate digital products and self-service technologies in a digital-first approach.

Experience:3-4 yearsRetail bankingFinancial services

Skills:Customer serviceInterpersonal skillsRelationship buildingProactive outreachCommunication

Certifications:NMLS registration

Languages:SpanishEnglish

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