Client Relationship Consultant 2 (Banker) - University Centre - Bakersfield, CA

U.S. Bancorp
United States
Workplace: OnsiteFull timeUSD 21.68 - 26.5 hourlyFunction: Customer Success & Account ManagementExperience: 3-4 yearsEducation: high_schoolSkills: ["Customer service","Interpersonal skills","Relationship building","Proactive outreach","Communication"]

Build trusting relationships with consumer and business clients by engaging them in-person, by appointment, and virtually. Assess banking needs, gather and process customer and account information, and provide education on deposit and loan products. Proactively follow up to recommend solutions aligned to each client’s goals, complete service requests, open accounts, and submit credit applications while using digital and self-service tools for an excellent customer experience.

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

Client Relationship Consultant 2 (Banker) - University Centre - Bakersfield, CA

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 22 days agoStatus: Live

Job Summary

Build trusting relationships with consumer and business clients by engaging them in-person, by appointment, and virtually. Assess banking needs, gather and process customer and account information, and provide education on deposit and loan products. Proactively follow up to recommend solutions aligned to each client’s goals, complete service requests, open accounts, and submit credit applications while using digital and self-service tools for an excellent customer experience.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Engage clients via multiple channels to provide counsel using a digital-first mindset
  • •Assess and document customer banking needs and process customer and account information
  • •Educate clients on deposit and loan products and recommend solutions aligned to goals
  • •Maintain knowledge of consumer and business banking products, including digital and self-service offerings
  • •Provide an optimal client experience by greeting clients, processing basic transactions, opening accounts, completing service requests, and submitting credit applications

Pay and Benefits

Salary: USD 21.68 - 26.5 hourly
Perks:Health InsuranceDentalVisionLife InsuranceDisability Insurance401kRetirementPaid LeavePaid HolidayParental LeaveAdoption Assistance

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
  • •Proven ability to build and foster client relationships through proactive outreach and follow up
  • •Ability to effectively engage and communicate with clients and understand their banking needs and channel preferences
  • •Thorough knowledge of applicable bank and branch policies, procedures, and support systems
Experience:3-4 yearsRetail bankingFinancial services
Education:High School
Skills:Customer serviceInterpersonal skillsRelationship buildingProactive outreachCommunication
Certifications: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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