Client Relationship Consultant 2 (Banker) - Selma, CA

U.S. Bancorp
United States
Workplace: OnsiteFull timeUSD 21.68 - 26.5Function: SalesExperience: 3-4 yearsEducation: high_schoolSkills: ["Client relationship building","Customer service","Interpersonal skills","Communication","Recommendation skills"]

Build and deepen client relationships by proactively reaching out and following up to understand customers’ banking needs and channel preferences. Provide a consistent client experience through greeting clients, processing transactions, opening accounts, completing service requests, and submitting credit applications. Maintain knowledge of consumer and business banking products, and educate clients on deposit, loan, and digital self-service options to meet their goals with accuracy and operational excellence.

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FursaFursa
U.S. Bancorp
U.S. Bancorp
1 day ago

Client Relationship Consultant 2 (Banker) - Selma, CA

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

Job Summary

Build and deepen client relationships by proactively reaching out and following up to understand customers’ banking needs and channel preferences. Provide a consistent client experience through greeting clients, processing transactions, opening accounts, completing service requests, and submitting credit applications. Maintain knowledge of consumer and business banking products, and educate clients on deposit, loan, and digital self-service options to meet their goals with accuracy and operational excellence.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Sales
Seniority: Mid level

Key Responsibilities

  • •Build and foster client relationships through proactive outreach and follow up, asking questions to learn about financial needs and banking preferences.
  • •Identify solutions for new and existing clients by engaging and communicating with clients effectively.
  • •Maintain working knowledge of consumer and business banking products and services, including digital products.
  • •Provide an optimal client experience by greeting clients and processing basic transactions.
  • •Open new consumer and business accounts, complete service requests, submit credit applications, and educate clients on emerging and self-service digital products.

Pay and Benefits

Salary: USD 21.68 - 26.5
Perks:Health InsuranceDentalVision401kPaid Leave

Key Requirements

  • •High school diploma or equivalent.
  • •Typically 3 to 4 years of retail banking experience (or equivalent combination of experience and training).
  • •Maintain National Mortgage Licensing System (NMLS) registration under the S.A.F.E. Act of 2008 and Regulation Z, including required criminal background and credit check.
  • •Proven ability to build and foster relationships with clients through proactive outreach and follow up.
  • •Experience using and demonstrating digital products and self-service technologies.
Experience:3-4 yearsRetail bankingFinancial services
Education:High School
Skills:Client relationship buildingCustomer serviceInterpersonal skillsCommunicationRecommendation skills
Licenses:NMLS registration (S.A.F.E. Act of 2008)
Tech Stack:NMLSDigital products

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
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