Client Relationship Consultant 2 (Banker) - Oak Park - Sacramento, CA (38hrs)

U.S. Bancorp
Sacramento
Workplace: OnsiteFull timeUSD 23.19 - 28.35 hourlyFunction: Customer Success & Account ManagementExperience: 3-4 yearsEducation: high_schoolSkills: ["Customer service","Interpersonal skills","Proactive communication","Relationship building","Recommendation skills"]

Build trusted relationships with consumer and business customers by engaging them in person, by appointment, and virtually. Assess customer banking needs, gather and process account information, and recommend deposit and loan solutions aligned to customer goals. Provide an optimal client experience through account opening, service requests, credit applications, and proactive education on digital and self-service products. Collaborate with branch teams and leverage tools to deliver operational excellence and accuracy.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
U.S. Bancorp
U.S. Bancorp
5 days ago

Client Relationship Consultant 2 (Banker) - Oak Park - Sacramento, CA (38hrs)

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 19 hours agoStatus: Live

Job Summary

Build trusted relationships with consumer and business customers by engaging them in person, by appointment, and virtually. Assess customer banking needs, gather and process account information, and recommend deposit and loan solutions aligned to customer goals. Provide an optimal client experience through account opening, service requests, credit applications, and proactive education on digital and self-service products. Collaborate with branch teams and leverage tools to deliver operational excellence and accuracy.
Location: Sacramento
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Build and foster client relationships through proactive outreach and follow-up across channels.
  • •Assess customer banking needs and recommend deposit and loan solutions based on unique goals.
  • •Maintain knowledge of consumer and business banking products and services, including digital products.
  • •Provide client experience by greeting clients, processing basic transactions, opening accounts, and completing service requests.
  • •Educate clients on emerging and self-service digital products and leverage resources to optimize client experience.

Pay and Benefits

Salary: USD 23.19 - 28.35 hourly
Perks:Health InsuranceDentalVision401kPaid Leave

Key Requirements

  • •High school diploma or equivalent.
  • •3 to 4 years of job-related retail banking experience, or a combination of experience and commensurate training.
  • •Build and foster customer relationships through proactive outreach and follow-up.
  • •Effectively engage and communicate with clients to understand and address their needs.
  • •Thorough knowledge of applicable bank and branch policies, procedures, and support systems.
Experience:3-4 yearsRetail bankingFinancial services
Education:High School
Skills:Customer serviceInterpersonal skillsProactive communicationRelationship buildingRecommendation skills
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
Glassdoor
Glassdoor: 3.8
WebsiteLinkedInGlassdoor