U.S. Bancorp

5 days ago

Client Relationship Consultant 2 (Banker) - Mission Viejo, CA (36hrs)

✓ 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 trusted relationships with customers by engaging them in person, by appointment, and virtually to understand banking needs and recommend deposit and loan solutions. Open consumer and business accounts, process service requests, and submit credit applications. Educate clients on digital and self-service products to support a digital-first experience, while using available resources and technologies to deliver accurate, high-quality service. Collaborate with branch teams and partners to optimize the overall client experience.

Location: United States

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 virtual channels to provide banking counsel and assess needs.
•Demonstrate, educate, and recommend deposit and loan products and services aligned to customer goals.
•Obtain and process customer and account information, including completing service requests and processing basic transactions.
•Open new consumer and business accounts and submit credit applications.
•Proactively educate customers on emerging and self-service digital products to support financial needs while delivering operational excellence.

Pay and Benefits

Salary: USD 23.19 - 28.35

Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid LeavePaid HolidaysAdoption Assistance

Key Requirements

•High school diploma or equivalent.
•Typically 3 to 4 years of retail banking experience (or a combination of experience and commensurate training).
•Ability to build and foster relationships through proactive outreach and follow up.
•Ability to effectively engage and communicate with clients.
•Ability to use and demonstrate digital products and self-service technologies.

Experience:3-4 yearsRetail bankingFinancial services

Education:High School

Skills:Customer serviceInterpersonal skillsRelationship buildingCommunicationProactive outreach

Certifications:NMLS registration

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

5 days ago

Client Relationship Consultant 2 (Banker) - Mission Viejo, CA (36hrs)

✓ 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: United States

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 virtual channels to provide banking counsel and assess needs.
•Demonstrate, educate, and recommend deposit and loan products and services aligned to customer goals.
•Obtain and process customer and account information, including completing service requests and processing basic transactions.
•Open new consumer and business accounts and submit credit applications.
•Proactively educate customers on emerging and self-service digital products to support financial needs while delivering operational excellence.

Pay and Benefits

Salary: USD 23.19 - 28.35

Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid LeavePaid HolidaysAdoption Assistance

Key Requirements

•High school diploma or equivalent.
•Typically 3 to 4 years of retail banking experience (or a combination of experience and commensurate training).
•Ability to build and foster relationships through proactive outreach and follow up.
•Ability to effectively engage and communicate with clients.
•Ability to use and demonstrate digital products and self-service technologies.

Experience:3-4 yearsRetail bankingFinancial services

Education:High School

Skills:Customer serviceInterpersonal skillsRelationship buildingCommunicationProactive outreach

Certifications:NMLS registration

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