U.S. Bancorp

2 days ago

Client Relationship Consultant 3 (Banker) - Encinitas, CA

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 1 hour agoStatus: Live

Job Summary

Build strong customer relationships by engaging clients in-person, by appointment, and virtually, with a digital-first mindset. Assess banking needs, gather and process account information, educate customers on deposit and loan products, and recommend solutions aligned to individual goals. Provide consistent, high-quality client experiences, process transactions and service requests, open accounts, and submit credit applications. Collaborate with branch teams to deliver operational excellence and accuracy.

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Customer Success & Account Management

Seniority: Mid level

Key Responsibilities

•Engage customers through in-person, by-appointment, and virtual channels to provide counsel and recommendations.
•Assess and support customer needs by collecting and processing customer and account information and identifying suitable solutions.
•Maintain knowledge of consumer and business banking products and services, including digital products and self-service options.
•Provide consistent client experiences, including greeting clients and processing basic transactions and service requests.
•Open new consumer and business accounts and complete credit applications, while educating customers on emerging digital offerings.

Pay and Benefits

Salary: USD 27.22 - 33.26

Perks:Health InsuranceDentalVisionLife InsuranceDisabilityParental Leave401kRetirementPaid LeavePaid HolidaysAdoption Assistance

Key Requirements

•High school diploma or equivalent.
•Minimum four to five years of job-related retail banking experience, or a combination of experience and commensurate training.
•Proven ability to build and foster relationships with clients through proactive outreach and follow up.
•Ability to effectively engage and communicate with clients and provide customer service and interpersonal skills.
•Thorough knowledge of retail banking products and services, including digital and self-service technologies.

Experience:4-5 yearsRetail bankingFinancial services

Skills:Customer serviceInterpersonal skillsCommunicationRelationship buildingProactive outreach

Licenses:NMLS registration (SAFE Act)Regulation Z

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

Glassdoor: 3.8

Website LinkedIn Glassdoor

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U.S. Bancorp

2 days ago

Client Relationship Consultant 3 (Banker) - Encinitas, CA

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 1 hour agoStatus: Live

Job Summary

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Customer Success & Account Management

Seniority: Mid level

Key Responsibilities

•Engage customers through in-person, by-appointment, and virtual channels to provide counsel and recommendations.
•Assess and support customer needs by collecting and processing customer and account information and identifying suitable solutions.
•Maintain knowledge of consumer and business banking products and services, including digital products and self-service options.
•Provide consistent client experiences, including greeting clients and processing basic transactions and service requests.
•Open new consumer and business accounts and complete credit applications, while educating customers on emerging digital offerings.

Pay and Benefits

Salary: USD 27.22 - 33.26

Perks:Health InsuranceDentalVisionLife InsuranceDisabilityParental Leave401kRetirementPaid LeavePaid HolidaysAdoption Assistance

Key Requirements

•High school diploma or equivalent.
•Minimum four to five years of job-related retail banking experience, or a combination of experience and commensurate training.
•Proven ability to build and foster relationships with clients through proactive outreach and follow up.
•Ability to effectively engage and communicate with clients and provide customer service and interpersonal skills.
•Thorough knowledge of retail banking products and services, including digital and self-service technologies.

Experience:4-5 yearsRetail bankingFinancial services

Skills:Customer serviceInterpersonal skillsCommunicationRelationship buildingProactive outreach

Licenses:NMLS registration (SAFE Act)Regulation Z

Tech Stack:Digital productsSelf-service technologies

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