Client Relationship Consultant 3 (Banker) - Mission Valley, CA

U.S. Bancorp
San Diego
Workplace: OnsiteFull time27.22 - 33.26Function: Customer Success & Account ManagementExperience: 4-5 yearsEducation: high_schoolSkills: ["Relationship building","Proactive outreach","Customer service","Interpersonal skills","Communication"]

Build trusted relationships with consumer and business customers through proactive outreach, in-person and virtual engagement, and appointment follow-up. Assess banking needs, gather and process customer/account information, and recommend deposit and loan solutions aligned to each customer’s goals. Maintain knowledge of retail and digital banking products, provide an optimal client experience, open accounts, complete service requests, and educate customers on self-service digital options while collaborating with branch partners.

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FursaFursa
U.S. Bancorp
U.S. Bancorp
1 month ago

Client Relationship Consultant 3 (Banker) - Mission Valley, CA

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Source: Company careers pageValidated by: Fursa AI
Last checked: 25 days agoStatus: Live

Job Summary

Build trusted relationships with consumer and business customers through proactive outreach, in-person and virtual engagement, and appointment follow-up. Assess banking needs, gather and process customer/account information, and recommend deposit and loan solutions aligned to each customer’s goals. Maintain knowledge of retail and digital banking products, provide an optimal client experience, open accounts, complete service requests, and educate customers on self-service digital options while collaborating with branch partners.
Location: San Diego
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Build and foster client relationships via in-person, by-appointment, and virtual channels using a digital-first mindset.
  • •Assess customers’ banking needs and recommend deposit and loan solutions based on goals, obtaining and processing customer and account information.
  • •Maintain working knowledge of consumer and business banking products and provide an optimal client experience, including greeting clients and processing basic transactions.
  • •Open new consumer and business accounts, complete service requests, and submit credit applications.
  • •Proactively educate clients on emerging and self-service digital products and use available resources and technologies to optimize the client experience.

Pay and Benefits

Salary: 27.22 - 33.26
Perks:Health InsuranceDentalVision401kPaid LeaveLife InsuranceRetirement

Key Requirements

  • •High school diploma or equivalent.
  • •Typically 4 to 5 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.
  • •Thorough knowledge of bank/branch policies and retail products and services, including digital products and self-service technologies.
Experience:4-5 yearsFinancial services industry
Education:High School
Skills:Relationship buildingProactive outreachCustomer serviceInterpersonal skillsCommunication
Licenses: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
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