Client Relationship Consultant 2 (Banker) - Bishop, CA

U.S. Bancorp
United States
Workplace: OnsiteFull timeUSD 21.68 - 26.5Function: Banking, Lending & CreditExperience: 3-4 yearsEducation: high_schoolSkills: ["Customer service","Interpersonal skills","Relationship building","Communication"]

Build and foster trusted relationships with consumer and business customers through proactive outreach and in-person/virtual interactions. Assess customer needs, process basic transactions, open new accounts, and complete service requests while maintaining an expert working knowledge of deposit and loan products. Educate clients on digital and self-service tools, recommend solutions aligned to goals, and collaborate with branch teams to deliver an optimal client experience. NMLS registration under the SAFE Act is required.

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FursaFursa
U.S. Bancorp
U.S. Bancorp
20 hours ago

Client Relationship Consultant 2 (Banker) - Bishop, CA

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

Job Summary

Build and foster trusted relationships with consumer and business customers through proactive outreach and in-person/virtual interactions. Assess customer needs, process basic transactions, open new accounts, and complete service requests while maintaining an expert working knowledge of deposit and loan products. Educate clients on digital and self-service tools, recommend solutions aligned to goals, and collaborate with branch teams to deliver an optimal client experience. NMLS registration under the SAFE Act is required.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Engage customers via in-person, by appointment, and virtually to provide counsel aligned to a digital-first mindset
  • •Assess banking needs, obtain and process customer/account information, and recommend deposit and loan solutions
  • •Open new consumer and business accounts, complete service requests, and submit credit applications
  • •Educate clients on emerging and self-service digital products to help meet their financial needs
  • •Maintain an optimal client experience by greeting customers, processing basic transactions, and leveraging resources to serve with operational excellence

Pay and Benefits

Salary: USD 21.68 - 26.5
Perks:Health InsuranceDentalVisionLife InsuranceDisabilityParental Leave401kPaid LeavePaid HolidayAdoption Assistance

Key Requirements

  • •High school diploma or equivalent
  • •Typically 3 to 4 years of job-related retail banking experience (or a combination of experience and training)
  • •Build and foster relationships with clients through proactive outreach and follow up
  • •Thorough knowledge of applicable bank and branch policies, procedures, and support systems
  • •Ability to use and demonstrate digital products and self-service technologies
Experience:3-4 yearsFinancial services
Education:High School
Skills:Customer serviceInterpersonal skillsRelationship buildingCommunication
Licenses:NMLS registration (SAFE Act)

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
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