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

U.S. Bancorp
United States
Workplace: OnsitePart timeUSD 23.19 - 28.35Function: SalesExperience: 3-4 yearsEducation: high_schoolSkills: ["Relationship building","Customer service","Communication","Interpersonal skills","Recommendations"]

Build strong client relationships by engaging customers in person, by appointment, and virtually, using a digital-first mindset. Assess customers’ banking needs, gather and process account information, and recommend deposit and loan products. Deliver a consistent client experience by greeting clients, completing basic transactions, and educating customers on self-service digital tools. Open new consumer and business accounts, complete service requests, and submit credit applications while supporting branch partners.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
U.S. Bancorp
U.S. Bancorp
5 days ago

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

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 19 hours agoStatus: Live

Job Summary

Build strong client relationships by engaging customers in person, by appointment, and virtually, using a digital-first mindset. Assess customers’ banking needs, gather and process account information, and recommend deposit and loan products. Deliver a consistent client experience by greeting clients, completing basic transactions, and educating customers on self-service digital tools. Open new consumer and business accounts, complete service requests, and submit credit applications while supporting branch partners.
Location: United States
Workplace: Onsite
Employment Type: Part time
Job Function: Sales
Seniority: Mid level

Key Responsibilities

  • •Build and foster client relationships through proactive outreach and follow up across multiple channels.
  • •Assess client banking needs, obtain and process customer and account information, and recommend deposit and loan solutions based on client goals.
  • •Maintain knowledge of consumer and business banking products and services, including digital products, to provide an optimal client experience.
  • •Greet clients, process basic transactions, open consumer and business accounts, and complete service requests.
  • •Proactively educate clients on emerging and self-service digital products and submit credit applications as needed.

Pay and Benefits

Salary: USD 23.19 - 28.35
Perks:Health InsuranceDentalVisionLife Insurance401kPaid 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 commensurate training.
  • •Proven ability to build and foster client relationships through proactive outreach and follow up.
  • •Effective client engagement and communication skills, with demonstrated customer service and interpersonal skills.
  • •Experience using and demonstrating digital products and self-service technologies.
Experience:3-4 yearsRetail bankingFinancial services
Education:High School
Skills:Relationship buildingCustomer serviceCommunicationInterpersonal skillsRecommendations
Licenses:NMLS registration
Tech Stack:Digital productsSelf-service technologies

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
WebsiteLinkedInGlassdoor