Float Pool Client Relationship Consultant 2 (Banker) - Camarillo, CA (Multiple Locations)

U.S. Bancorp
United States
Workplace: OnsiteFull timeUSD 23.19 - 28.35Function: Customer Success & Account ManagementExperience: 3-4 yearsEducation: high_schoolSkills: ["Customer service","Interpersonal skills","Proactive outreach","Communication","Recommendations"]

Build trusted relationships with consumers and business customers by engaging them in person, by appointment, and virtually. Assess banking needs, process transactions, open accounts, complete service requests, and submit credit applications. Educate customers on deposit and loan products as well as digital and self-service tools, using a digital-first mindset to deliver an accurate, consistent client experience. Collaborate with branch teams and partners while supporting operational excellence.

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FursaFursa
U.S. Bancorp
U.S. Bancorp
4 days ago

Float Pool Client Relationship Consultant 2 (Banker) - Camarillo, CA (Multiple Locations)

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

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

Job Summary

Build trusted relationships with consumers and business customers by engaging them in person, by appointment, and virtually. Assess banking needs, process transactions, open accounts, complete service requests, and submit credit applications. Educate customers on deposit and loan products as well as digital and self-service tools, using a digital-first mindset to deliver an accurate, consistent client experience. Collaborate with branch teams and partners while supporting operational excellence.
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 via proactive outreach and follow up, asking questions to understand financial needs and channel preferences.
  • •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 completing service requests.
  • •Open new consumer and business accounts and submit credit applications as needed.
  • •Educate clients on emerging and self-service digital products to meet their needs and leverage resources to optimize client experience.

Pay and Benefits

Salary: USD 23.19 - 28.35
Perks:Health InsuranceDentalVision401kPaid LeaveLife Insurance

Key Requirements

  • •High school diploma or equivalent.
  • •Typically 3 to 4 years of 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.
  • •Thorough knowledge of applicable bank and branch policies, procedures, and support systems.
Experience:3-4 yearsFinancial servicesRetail banking
Education:High School
Skills:Customer serviceInterpersonal skillsProactive outreachCommunicationRecommendations
Certifications:NMLS registrationSAFE 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
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Glassdoor: 3.8
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