Client Relationship Consultant 2 (Banker) - Moorpark, CA (20hrs)

U.S. Bancorp
California
Workplace: OnsitePart timeUSD 23.19 - 28.35Function: Customer Success & Account ManagementExperience: 3-4 yearsEducation: high_schoolSkills: ["Customer service","Relationship building","Interpersonal skills","Communication","Problem-solving"]

Build and foster trusted relationships with customers through proactive outreach and follow-up across in-person, appointment, and virtual channels. Assess customer banking needs, provide guidance on deposit and loan products, and recommend solutions aligned to customer goals. Support an optimal client experience by processing basic transactions, opening accounts, completing service requests, and submitting credit applications, while educating customers on digital and self-service tools.

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FursaFursa
U.S. Bancorp
U.S. Bancorp
1 month ago

Client Relationship Consultant 2 (Banker) - Moorpark, CA (20hrs)

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 24 days agoStatus: Live

Job Summary

Build and foster trusted relationships with customers through proactive outreach and follow-up across in-person, appointment, and virtual channels. Assess customer banking needs, provide guidance on deposit and loan products, and recommend solutions aligned to customer goals. Support an optimal client experience by processing basic transactions, opening accounts, completing service requests, and submitting credit applications, while educating customers on digital and self-service tools.
Location: California
Workplace: Onsite
Employment Type: Part time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Engage customers via multiple channels to provide counsel aligned to a digital-first mindset.
  • •Assess and address customers’ banking needs by asking questions, learning preferences, and recommending appropriate deposit and loan solutions.
  • •Maintain working knowledge of consumer and business banking products, including digital products and services.
  • •Provide a consistent client experience by greeting clients, processing basic transactions, and supporting operational excellence.
  • •Open new consumer and business accounts, complete service requests, submit credit applications, and educate customers on emerging and self-service digital products.

Pay and Benefits

Salary: USD 23.19 - 28.35
Perks:Health InsuranceDentalVision401kLife InsuranceDisabilityPaid LeavePaid HolidaysParental LeaveRetirement

Key Requirements

  • •High school diploma or equivalent.
  • •Typically 3–4 years of job-related retail banking experience, or equivalent combination of experience and training.
  • •Ability to build and foster relationships with clients through proactive outreach and follow-up.
  • •Thorough knowledge of applicable bank and branch policies, procedures, and support systems.
  • •Proven customer service and interpersonal skills, including experience using and demonstrating digital products and self-service technologies.
Experience:3-4 yearsRetail bankingFinancial services
Education:High School
Skills:Customer serviceRelationship buildingInterpersonal skillsCommunicationProblem-solving
Licenses: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
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