3 days ago

Client Relationship Consultant 2 (Banker) - Lafayette, CA

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 7 hours agoStatus: Live

Job Summary

Build and nurture relationships with consumer and business customers through proactive outreach across in-person, appointment, and virtual channels. Assess customer banking needs, educate clients on deposit and loan products, and recommend solutions aligned to goals. Process basic transactions, open new accounts, complete service requests, and support credit applications while delivering an optimal client experience using a digital-first mindset.

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 and follow up across multiple banking channels.
•Assess customer needs and recommend appropriate deposit and loan products and services aligned to customer goals.
•Maintain working knowledge of consumer and business banking products, including digital products and self-service technologies.
•Provide an optimal client experience by greeting clients and processing basic transactions.
•Open new consumer and business accounts, complete service requests, and submit credit applications.

Pay and Benefits

Salary: USD 24.92 - 30.46 hourly

Perks:Health InsuranceLife InsuranceDisabilityParental Leave401kPaid LeavePaid HolidaysAdoption Assistance

Key Requirements

•High school diploma or equivalent.
•Typically 3 to 4 years of job-related retail banking experience (or equivalent 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.
•Thorough knowledge of applicable bank and branch policies, procedures, and support systems.

Experience:Financial services

Education:High School

Skills:Customer serviceInterpersonal skillsProactive outreachCommunicationRelationship building

Certifications:NMLS registrationRegulation Z (Reg Z)

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

3 days ago

Client Relationship Consultant 2 (Banker) - Lafayette, CA

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 7 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

•Build and foster client relationships through proactive outreach and follow up across multiple banking channels.
•Assess customer needs and recommend appropriate deposit and loan products and services aligned to customer goals.
•Maintain working knowledge of consumer and business banking products, including digital products and self-service technologies.
•Provide an optimal client experience by greeting clients and processing basic transactions.
•Open new consumer and business accounts, complete service requests, and submit credit applications.

Pay and Benefits

Salary: USD 24.92 - 30.46 hourly

Perks:Health InsuranceLife InsuranceDisabilityParental Leave401kPaid LeavePaid HolidaysAdoption Assistance

Key Requirements

•High school diploma or equivalent.
•Typically 3 to 4 years of job-related retail banking experience (or equivalent 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.
•Thorough knowledge of applicable bank and branch policies, procedures, and support systems.

Experience:Financial services

Education:High School

Skills:Customer serviceInterpersonal skillsProactive outreachCommunicationRelationship building

Certifications:NMLS registrationRegulation Z (Reg Z)

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