Client Relationship Consultant 2 ( Banker) - Villa Park, Orange, CA (24hrs)

U.S. Bancorp
United States
Workplace: OnsitePart timeUSD 23,190 - 28,350 annuallyFunction: Customer Success & Account ManagementExperience: 3-4 yearsEducation: high_schoolSkills: ["Client relationship building","Communication","Customer service","Interpersonal skills","Digital first mindset"]

Build and foster trusted relationships with consumer and business clients through proactive outreach, follow-up, and in-person/virtual interactions. Assess customer banking needs, obtain and process account information, and recommend appropriate deposit and loan solutions based on individual goals. Maintain knowledge of banking products (including digital and self-service), provide an optimal client experience, complete service requests, open accounts, and support credit application submissions. Work onsite at U.S. Bank locations and meet NMLS registration requirements.

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

Client Relationship Consultant 2 ( Banker) - Villa Park, Orange, CA (24hrs)

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Source: Company careers pageValidated by: Fursa AI
Last checked: 2 days agoStatus: Live

Job Summary

Build and foster trusted relationships with consumer and business clients through proactive outreach, follow-up, and in-person/virtual interactions. Assess customer banking needs, obtain and process account information, and recommend appropriate deposit and loan solutions based on individual goals. Maintain knowledge of banking products (including digital and self-service), provide an optimal client experience, complete service requests, open accounts, and support credit application submissions. Work onsite at U.S. Bank locations and meet NMLS registration requirements.
Location: United States
Workplace: Onsite
Employment Type: Part time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Engage clients across channels (in-person, by appointment, and virtually) to provide counsel aligned to their needs and goals.
  • •Assess and identify customer needs, recommend deposit and loan products/services, and provide guidance on emerging digital and self-service offerings.
  • •Maintain knowledge of consumer and business banking products and deliver a consistent optimal client experience, including greeting clients and processing basic transactions.
  • •Open new consumer and business accounts, complete service requests, and submit credit applications.
  • •Partner with branch team members and partners to serve clients with operational excellence and accuracy.

Pay and Benefits

Salary: USD 23,190 - 28,350 annually
Perks:Health InsuranceDentalVision401kPaid Leave

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).
  • •Ability to build and foster client relationships through proactive outreach and follow up.
  • •Ability to effectively engage and communicate with clients.
  • •Must complete NMLS registration requirements under the S.A.F.E. Act of 2008 and Regulation Z, including a criminal background and credit check.
Experience:3-4 yearsFinancial servicesRetail banking
Education:High School
Skills:Client relationship buildingCommunicationCustomer serviceInterpersonal skillsDigital first mindset
Certifications:NMLS registration
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
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