Client Relationship Consultant 3 (Banker) - Camarillo, CA

U.S. Bancorp
United States
Workplace: OnsiteFull timeUSD 27.22 - 33.26Function: SalesExperience: 4-5 yearsEducation: high_schoolSkills: ["Relationship building","Customer service","Interpersonal skills","Communication","Recommendation making"]

Build trusted relationships with consumer and business customers through proactive outreach across in-person, appointment, and virtual channels. Assess customer banking needs, educate clients on deposit and loan products and digital self-service tools, and recommend solutions aligned to their goals. Process transactions, open new accounts, complete service requests, and submit credit applications while partnering with branch teams to deliver an optimal client experience with operational accuracy.

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FursaFursa
U.S. Bancorp
U.S. Bancorp
4 days ago

Client Relationship Consultant 3 (Banker) - Camarillo, CA

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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 trusted relationships with consumer and business customers through proactive outreach across in-person, appointment, and virtual channels. Assess customer banking needs, educate clients on deposit and loan products and digital self-service tools, and recommend solutions aligned to their goals. Process transactions, open new accounts, complete service requests, and submit credit applications while partnering with branch teams to deliver an optimal client experience with operational accuracy.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Sales
Seniority: Mid level

Key Responsibilities

  • •Engage customers via in-person, by appointment, and virtually to provide counsel aligned to a digital-first mindset
  • •Assess banking needs, obtain/process customer and account information, and recommend deposit and loan solutions
  • •Maintain knowledge of consumer and business banking products, including digital products and services
  • •Provide consistent client experience by greeting clients, processing basic transactions, and completing service requests
  • •Open new consumer and business accounts and submit credit applications while partnering with branch team members to optimize outcomes

Pay and Benefits

Salary: USD 27.22 - 33.26
Perks:Health InsuranceDentalVisionLife Insurance401kPaid LeaveRetirement

Key Requirements

  • •High school diploma or equivalent
  • •Typically 4 to 5 years of job-related retail banking experience or a combination of experience and training
  • •NMLS registration under the S.A.F.E. Act of 2008 and Regulation Z; subject to required registration process including criminal background and credit check
  • •Proven ability to build and foster relationships through proactive outreach and follow-up
  • •Thorough knowledge of applicable bank and branch policies, procedures, and support systems
Experience:4-5 yearsRetail bankingFinancial services
Education:High School
Skills:Relationship buildingCustomer serviceInterpersonal skillsCommunicationRecommendation making
Certifications:NMLS registration
Tech Stack:Digital 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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Glassdoor: 3.8
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