3 days ago

Client Relationship Consultant 4 (Banker) - Foxworthy - San Jose, 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 trusted relationships with retail and business banking customers by proactively reaching out, assessing needs, and recommending deposit and loan solutions. Provide a consistent client experience through greetings, basic transaction processing, account openings, and service requests. Maintain knowledge of consumer and business banking products, educate customers on digital and self-service tools, and partner with branch teams to support accurate, operationally excellent service.

Location: San Jose

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 in-person, by-appointment, and virtual channels.
•Assess customer banking needs and recommend deposit and loan solutions aligned with each customer’s goals.
•Maintain working knowledge of consumer and business banking products and services, including digital products and services.
•Provide an optimal client experience by greeting clients and processing basic transactions accurately.
•Open new consumer and business accounts, complete service requests, submit credit applications, and educate customers on emerging self-service digital products.

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability401kRetirementPaid LeavePaid HolidaysAdoption AssistanceParental Leave

Key Requirements

•High school diploma or equivalent.
•Typically 5+ years of job-related retail banking experience, or a combination of experience and commensurate 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 retail products and services, with proven customer service and interpersonal skills.

Experience:Retail bankingFinancial services

Education:High School

Skills:Client relationship buildingCommunicationCustomer serviceRecommendation skillsProactive outreach

Licenses:NMLS registration (SAFE Act of 2008)

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 4 (Banker) - Foxworthy - San Jose, 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: San Jose

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 in-person, by-appointment, and virtual channels.
•Assess customer banking needs and recommend deposit and loan solutions aligned with each customer’s goals.
•Maintain working knowledge of consumer and business banking products and services, including digital products and services.
•Provide an optimal client experience by greeting clients and processing basic transactions accurately.
•Open new consumer and business accounts, complete service requests, submit credit applications, and educate customers on emerging self-service digital products.

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability401kRetirementPaid LeavePaid HolidaysAdoption AssistanceParental Leave

Key Requirements

•High school diploma or equivalent.
•Typically 5+ years of job-related retail banking experience, or a combination of experience and commensurate 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 retail products and services, with proven customer service and interpersonal skills.

Experience:Retail bankingFinancial services

Education:High School

Skills:Client relationship buildingCommunicationCustomer serviceRecommendation skillsProactive outreach

Licenses:NMLS registration (SAFE Act of 2008)

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