Float Client Relationship Consultant 3 (Banker) - Chino, CA (36hrs)

U.S. Bancorp
United States
Workplace: OnsiteFull timeUSD 25.49 - 31.15 hourlyFunction: SalesExperience: 4-5 yearsEducation: high_schoolSkills: ["Customer service","Interpersonal skills","Relationship building","Communication","Recommendations"]

Build trusted relationships with retail and business customers through proactive outreach and follow-up across in-person, appointment, and virtual channels. Assess customer needs and banking channel preferences, educate clients on deposit and loan products, and recommend solutions aligned to their goals. Process basic transactions and account services, open new consumer/business accounts, and complete service requests/credit applications while partnering with branch teams and using digital tools to deliver an excellent customer experience.

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FursaFursa
U.S. Bancorp
U.S. Bancorp
2 days ago

Float Client Relationship Consultant 3 (Banker) - Chino, CA (36hrs)

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Source: Company careers pageValidated by: Fursa AI
Last checked: 20 hours agoStatus: Live

Job Summary

Build trusted relationships with retail and business customers through proactive outreach and follow-up across in-person, appointment, and virtual channels. Assess customer needs and banking channel preferences, educate clients on deposit and loan products, and recommend solutions aligned to their goals. Process basic transactions and account services, open new consumer/business accounts, and complete service requests/credit applications while partnering with branch teams and using digital tools to deliver an excellent customer experience.
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 virtual channels to provide counsel and an optimal client experience.
  • •Assess customer needs and channel preferences, ask questions, and identify solutions for new and existing clients.
  • •Maintain knowledge of consumer and business banking products and services and educate clients on available deposit/loan options.
  • •Process basic transactions, open new consumer and business accounts, complete service requests, and submit credit applications.
  • •Proactively educate clients on emerging and self-service digital products while partnering with branch teams to serve customers with operational excellence.

Pay and Benefits

Salary: USD 25.49 - 31.15 hourly
Equity and Bonus:Equity
Perks:Health InsuranceDentalVision401kPaid Leave

Key Requirements

  • •High school diploma or equivalent.
  • •Typically 4 to 5 years of retail banking experience or an equivalent combination of experience and training.
  • •Proven ability to build and foster client relationships through proactive outreach and follow-up.
  • •Ability to effectively engage and communicate with clients.
  • •Thorough knowledge of retail bank products and services, including digital/self-service technologies.
Experience:4-5 yearsFinancial services
Education:High School
Skills:Customer serviceInterpersonal skillsRelationship buildingCommunicationRecommendations
Certifications:NMLS registration (SAFE Act)
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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