Client Relationship Consultant 2 ( Banker) - Dana Point Lighthouse, CA

U.S. Bancorp
United States
Workplace: OnsiteFull timeUSD 23.19 - 28.35Function: Customer Success & Account ManagementEducation: high_schoolSkills: ["Customer service","Relationship building","Communication","Interpersonal skills","Recommendations"]

Build and foster trusted relationships with consumer and business customers through proactive outreach, follow-up, and multi-channel engagement. Assess customer needs, recommend deposit and loan solutions, and educate clients on digital, self-service tools while maintaining an excellent end-to-end customer experience. Support branch partnerships, process transactions, open accounts, complete service requests, and submit credit applications. Requires NMLS registration under SAFE Act and Regulation Z.

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FursaFursa
U.S. Bancorp
U.S. Bancorp
6 hours ago

Client Relationship Consultant 2 ( Banker) - Dana Point Lighthouse, CA

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 6 hours agoStatus: Live

Job Summary

Build and foster trusted relationships with consumer and business customers through proactive outreach, follow-up, and multi-channel engagement. Assess customer needs, recommend deposit and loan solutions, and educate clients on digital, self-service tools while maintaining an excellent end-to-end customer experience. Support branch partnerships, process transactions, open accounts, complete service requests, and submit credit applications. Requires NMLS registration under SAFE Act and Regulation Z.
Location: United States
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, follow-up, and multi-channel engagement
  • •Assess client needs and recommend appropriate deposit and loan products and services based on customer goals
  • •Maintain knowledge of consumer and business banking products, including digital products and services
  • •Provide consistent client experience by greeting clients, processing basic transactions, and completing service requests
  • •Open new consumer and business accounts and submit credit applications; educate clients on emerging self-service digital products

Pay and Benefits

Salary: USD 23.19 - 28.35
Perks:Health InsuranceDentalVisionLife Insurance401kRetirementPaid LeaveParental LeaveAdoption Assistance

Key Requirements

  • •High school diploma or equivalent
  • •Minimum three to four years of job-related retail banking experience (or a combination of experience and training)
  • •Ability to build and foster client relationships through proactive outreach and follow up
  • •Ability to effectively engage and communicate with clients
  • •Ability to provide customer service and interpersonal support, including demonstrating digital/self-service technologies
Experience:Retail bankingFinancial services
Education:High School
Skills:Customer serviceRelationship buildingCommunicationInterpersonal skillsRecommendations
Licenses:NMLSNational Mortgage Licensing System
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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