Client Relationship Consultant 2 (Banker) - Tracy, CA (30hrs)

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

Build trusted relationships with consumer and business customers by engaging them in person, by appointment, and virtually. Assess banking needs, educate clients on deposit and loan products as well as digital and self-service tools, and recommend solutions aligned to individual goals. Support an excellent client experience by processing transactions, opening accounts, submitting credit applications, and partnering with branch teams to deliver operational accuracy.

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

Client Relationship Consultant 2 (Banker) - Tracy, CA (30hrs)

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 4 hours agoStatus: Live

Job Summary

Build trusted relationships with consumer and business customers by engaging them in person, by appointment, and virtually. Assess banking needs, educate clients on deposit and loan products as well as digital and self-service tools, and recommend solutions aligned to individual goals. Support an excellent client experience by processing transactions, opening accounts, submitting credit applications, and partnering with branch teams to deliver operational accuracy.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Engage customers via in-person, by-appointment, and virtual channels to provide counsel and maintain trusted relationships.
  • •Assess customer banking needs, gather and process customer/account information, and recommend deposit and loan solutions based on goals.
  • •Maintain working knowledge of consumer and business banking products and services, including digital products and self-service technologies.
  • •Provide an optimal client experience by greeting customers, processing basic transactions, opening accounts, and completing service requests.
  • •Proactively educate clients on emerging/self-service digital products and submit credit applications as needed.

Pay and Benefits

Salary: USD 23.19 - 28.35 hourly
Perks:Health InsuranceDentalVisionLife InsuranceDisability401kRetirementPaid LeavePaid HolidaysParental Leave

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 client relationships through proactive outreach and follow up.
  • •Effectively engage and communicate with clients, with strong customer service and interpersonal skills.
  • •Register with NMLS under the S.A.F.E. Act of 2008 and Regulation Z, including completing required background and credit checks.
Experience:3-4 yearsRetail bankingFinancial services
Education:High School
Skills:Relationship buildingCommunicationCustomer serviceInterpersonal skillsRecommendations
Certifications: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
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