Client Relationship Consultant 2 (Banker) - Fullerton, CA (30hrs)

U.S. Bancorp
United States
Workplace: OnsiteFull timeUSD 23.19 - 28.35Function: Banking, Lending & CreditEducation: high_schoolSkills: ["Customer service","Interpersonal skills","Relationship building","Communication","Operational excellence"]

Build and maintain client relationships by proactively reaching out and following up to understand customers’ banking needs and channel preferences. Provide in-person, appointment, and virtual counsel using a digital-first mindset, including opening accounts, processing basic transactions, and completing service requests. Maintain knowledge of deposit and loan products, educate clients on self-service digital tools, and recommend solutions aligned to individual goals. Work onsite at a U.S. Bank location and complete required NMLS registration.

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

Client Relationship Consultant 2 (Banker) - Fullerton, CA (30hrs)

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

Job Summary

Build and maintain client relationships by proactively reaching out and following up to understand customers’ banking needs and channel preferences. Provide in-person, appointment, and virtual counsel using a digital-first mindset, including opening accounts, processing basic transactions, and completing service requests. Maintain knowledge of deposit and loan products, educate clients on self-service digital tools, and recommend solutions aligned to individual goals. Work onsite at a U.S. Bank location and complete required NMLS registration.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Engage customers through proactive outreach and follow up to understand financial needs and banking channel preferences.
  • •Provide a consistent client experience by greeting clients and processing basic transactions.
  • •Maintain working knowledge of consumer and business banking products, including digital products and services.
  • •Open new consumer and business accounts, complete service requests, and submit credit applications.
  • •Educate clients on emerging and self-service digital products and services and recommend solutions based on individual goals.

Pay and Benefits

Salary: USD 23.19 - 28.35
Perks:Health InsuranceDentalVisionLife Insurance401kPaid LeavePaid HolidaysAdoption AssistanceParental Leave

Key Requirements

  • •High school diploma or equivalent.
  • •Typically 3 to 4 years of retail banking experience or a combination of experience and commensurate training.
  • •Requires National Mortgage Licensing System (NMLS) registration under the S.A.F.E. Act of 2008 and Regulation Z.
  • •Maintain required NMLS registration, including a satisfactory criminal and credit record.
  • •Thorough knowledge of applicable bank and branch policies, procedures, and support systems.
Experience:Financial services
Education:High School
Skills:Customer serviceInterpersonal skillsRelationship buildingCommunicationOperational excellence
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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