Client Relationship Consultant 4 (Banker) - Foxworthy - San Jose, CA

U.S. Bancorp
San Jose
Workplace: OnsiteFull timeFunction: Customer Success & Account ManagementEducation: high_schoolSkills: ["Client relationship building","Communication","Customer service","Recommendation skills","Proactive outreach"]

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.

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

Client Relationship Consultant 4 (Banker) - Foxworthy - San Jose, CA

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 25 days 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
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Glassdoor: 3.8
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