U.S. Bancorp

1 week ago

Client Relationship Consultant 4 (Banker) - North Park, San Diego, CA

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 12 hours agoStatus: Live

Job Summary

Build and maintain strong client relationships by engaging customers in-person, by appointment, and virtually to provide trusted guidance. Assess customers’ banking needs and preferences, educate them on deposit and loan products (including digital and self-service options), and recommend solutions aligned to individual goals. Process basic transactions, open new consumer and business accounts, complete service requests, and submit credit applications while partnering with branch teams to deliver an optimal client experience with operational accuracy.

Location: San Diego

Workplace: Onsite

Employment Type: Full time

Job Function: Customer Success & Account Management

Seniority: Mid level

Key Responsibilities

•Engage customers via in-person, by appointment, and virtually to provide counsel using a digital-first mindset.
•Assess customer needs and preferences, recommend appropriate deposit and loan solutions, and provide proactive education on digital/self-service offerings.
•Obtain and process customer and account information, greet clients, and complete basic transactions with operational excellence and accuracy.
•Open new consumer and business accounts, complete service requests, and submit credit applications.
•Collaborate with branch team members and partners to deliver a consistent, optimal client experience.

Pay and Benefits

Salary: USD 30.9 - 37.76

Perks:Health InsuranceDentalVisionLife Insurance401kPaid LeavePaid HolidaysAdoption AssistanceLong-term Disability

Key Requirements

•High school diploma or equivalent.
•Typically 5+ years of job-related retail banking experience (or a combination of experience and commensurate training).
•Build and foster client relationships through proactive outreach and follow-up.
•Effectively engage and communicate with clients, demonstrating strong customer service and interpersonal skills.
•Advanced knowledge of bank and branch policies/procedures and thorough knowledge of retail products and services (including digital/self-service).

Experience:Retail bankingFinancial servicesConsumer bankingBusiness bankingDigital banking

Skills:Client relationship buildingProactive outreachCommunicationCustomer serviceRecommendation skills

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

Glassdoor: 3.8

Website LinkedIn Glassdoor

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U.S. Bancorp

1 week ago

Client Relationship Consultant 4 (Banker) - North Park, San Diego, CA

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 12 hours agoStatus: Live

Job Summary

Location: San Diego

Workplace: Onsite

Employment Type: Full time

Job Function: Customer Success & Account Management

Seniority: Mid level

Key Responsibilities

•Engage customers via in-person, by appointment, and virtually to provide counsel using a digital-first mindset.
•Assess customer needs and preferences, recommend appropriate deposit and loan solutions, and provide proactive education on digital/self-service offerings.
•Obtain and process customer and account information, greet clients, and complete basic transactions with operational excellence and accuracy.
•Open new consumer and business accounts, complete service requests, and submit credit applications.
•Collaborate with branch team members and partners to deliver a consistent, optimal client experience.

Pay and Benefits

Salary: USD 30.9 - 37.76

Perks:Health InsuranceDentalVisionLife Insurance401kPaid LeavePaid HolidaysAdoption AssistanceLong-term Disability

Key Requirements

•High school diploma or equivalent.
•Typically 5+ years of job-related retail banking experience (or a combination of experience and commensurate training).
•Build and foster client relationships through proactive outreach and follow-up.
•Effectively engage and communicate with clients, demonstrating strong customer service and interpersonal skills.
•Advanced knowledge of bank and branch policies/procedures and thorough knowledge of retail products and services (including digital/self-service).

Experience:Retail bankingFinancial servicesConsumer bankingBusiness bankingDigital banking

Skills:Client relationship buildingProactive outreachCommunicationCustomer serviceRecommendation skills

Licenses:NMLS registration

Company Brief

U.S. Bancorp

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: 3.8

Website LinkedIn Glassdoor