Client Relationship Consultant 2 (Banker) - Mission Hills, CA - Bilingual Spanish and English

U.S. Bancorp
San Diego
Workplace: OnsiteFull timeUSD 23.19 - 28.35 hourlyFunction: Customer Success & Account ManagementExperience: 3-4 yearsEducation: high_schoolSkills: ["Customer service","Relationship building","Communication","Interpersonal skills","Recommendation skills"]

Build and maintain client relationships by proactively reaching out, following up, and advising customers on consumer and business banking needs. Provide an optimal client experience across in-person, appointment, and virtual channels—greeting clients, processing basic transactions, and opening accounts. Educate clients on deposit/loan products and emerging digital self-service tools, and collaborate with branch teams to submit credit applications and deliver operational accuracy.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
U.S. Bancorp
U.S. Bancorp
3 days ago

Client Relationship Consultant 2 (Banker) - Mission Hills, CA - Bilingual Spanish and English

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 4 hours agoStatus: Live

Job Summary

Build and maintain client relationships by proactively reaching out, following up, and advising customers on consumer and business banking needs. Provide an optimal client experience across in-person, appointment, and virtual channels—greeting clients, processing basic transactions, and opening accounts. Educate clients on deposit/loan products and emerging digital self-service tools, and collaborate with branch teams to submit credit applications and deliver operational accuracy.
Location: San Diego
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Engage clients via multiple channels (in-person, by appointment, and virtually) to provide tailored banking counsel based on needs and goals
  • •Assess and attend to customer banking needs by obtaining and processing customer and account information
  • •Educate clients on available deposit and loan products and services, and recommend appropriate solutions
  • •Maintain working knowledge of consumer and business banking products and digital services, including self-service technologies
  • •Open consumer and business accounts, complete service requests, submit credit applications, and optimize client experience with operational excellence

Pay and Benefits

Salary: USD 23.19 - 28.35 hourly
Perks:Health InsuranceDentalVision401kPaid LeaveParental LeaveLife InsuranceRetirement

Key Requirements

  • •High school diploma or equivalent
  • •Typically 3 to 4 years of job-related retail banking experience (or equivalent combination of experience and training)
  • •Business-level Spanish and English bilingual ability (read, write, and speak)
  • •Ability to build and foster relationships with clients through proactive outreach and follow up
  • •Thorough knowledge of applicable bank and branch policies, procedures, and support systems
Experience:3-4 yearsRetail bankingFinancial services
Education:High School
Skills:Customer serviceRelationship buildingCommunicationInterpersonal skillsRecommendation skills
Certifications:NMLS registration
Languages:SpanishEnglish

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
Glassdoor: 3.8
WebsiteLinkedInGlassdoor