3 days ago

Client Relationship Consultant 4 (Banker) - Bellflower, CA

✓ 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 trusted relationships with consumer and business clients through proactive outreach, in-person/appointment/virtual engagement, and follow-up. Assess client needs, process account information and transactions, and open accounts while completing service requests and submitting credit applications. Educate clients on deposit/loan products and self-service digital tools using a digital-first mindset, partnering with branch teams 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

•Build and foster client relationships through proactive outreach and follow up, using in-person, by-appointment, and virtual channels.
•Assess banking needs, obtain/process customer and account information, and provide an optimal client experience including greeting clients and processing basic transactions.
•Maintain working knowledge of consumer and business banking products and services, including digital products and services.
•Open new consumer and business accounts, complete service requests, and submit credit applications.
•Educate clients on emerging and self-service digital products, leveraging available resources and technologies to serve with operational excellence and accuracy.

Pay and Benefits

Salary: 30.9 - 37.76 hourly

Perks:Health InsuranceDentalVisionLife InsuranceDisability401kRetirementPaid LeaveAdoption Assistance

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.
•Advanced knowledge of bank and branch policies, procedures, support systems, and thorough knowledge of retail products and services.
•Ability to explore and identify a customer’s true needs and make appropriate recommendations using a digital-first mindset.

Experience:5+ yearsFinancial services

Education:High School

Skills:Customer serviceRelationship-buildingInterpersonal skillsCommunicationSales campaign participation

Licenses: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

Glassdoor: 3.8

Website LinkedIn Glassdoor

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U.S. Bancorp

3 days ago

Client Relationship Consultant 4 (Banker) - Bellflower, CA

✓ 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

•Build and foster client relationships through proactive outreach and follow up, using in-person, by-appointment, and virtual channels.
•Assess banking needs, obtain/process customer and account information, and provide an optimal client experience including greeting clients and processing basic transactions.
•Maintain working knowledge of consumer and business banking products and services, including digital products and services.
•Open new consumer and business accounts, complete service requests, and submit credit applications.
•Educate clients on emerging and self-service digital products, leveraging available resources and technologies to serve with operational excellence and accuracy.

Pay and Benefits

Salary: 30.9 - 37.76 hourly

Perks:Health InsuranceDentalVisionLife InsuranceDisability401kRetirementPaid LeaveAdoption Assistance

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.
•Advanced knowledge of bank and branch policies, procedures, support systems, and thorough knowledge of retail products and services.
•Ability to explore and identify a customer’s true needs and make appropriate recommendations using a digital-first mindset.

Experience:5+ yearsFinancial services

Education:High School

Skills:Customer serviceRelationship-buildingInterpersonal skillsCommunicationSales campaign participation

Licenses:NMLS registration

Tech Stack:NMLSDigital 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