U.S. Bancorp

2 weeks ago

Client Relationship Consultant (Banker - multi-level) - San Dimas, CA

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 8 hours agoStatus: Live

Job Summary

Build trusted relationships with consumer and business customers by advising them on banking needs through in-person, appointment, and virtual interactions. Use a digital-first mindset to educate clients on deposit and loan products, open new accounts, process service requests, and submit credit applications. Proactively follow up, maintain knowledge of banking products and policies, and partner with branch teams to deliver an accurate, high-quality client experience while leveraging available tools and resources.

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Customer Success & Account Management

Seniority: Mid level

Key Responsibilities

•Engage customers via multiple channels (in-person, by appointment, and virtually) to provide counsel on banking needs.
•Assess customer goals and needs, obtain and process customer/account information, and recommend deposit and loan product solutions.
•Educate clients on emerging and self-service digital products and services to support their financial needs.
•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; partner with branch team members to serve clients with operational excellence and accuracy.

Pay and Benefits

Salary: USD 23.19 - 28.35

Perks:Health InsuranceDentalVisionLife Insurance401kRetirementPaid LeavePaid HolidaysParental LeaveAdoption AssistanceLong-term Disability

Key Requirements

•High school diploma or equivalent.
•Typically 3 to 5 years of job-related, retail banking experience (experience level determines the hired level).
•Proven ability to build and foster relationships with clients through proactive outreach and follow up.
•Ability to effectively engage and communicate with clients while recommending solutions based on their needs.
•Demonstrated customer service and interpersonal skills, with experience using and demonstrating digital products and self-service technologies.

Experience:3-5 yearsRetail bankingFinancial services

Education:High School

Skills:Client relationship buildingCustomer serviceInterpersonal skillsCommunicationRecommendations

Licenses:NMLS registration (S.A.F.E. Act of 2008)

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: 3.8

Website LinkedIn Glassdoor

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U.S. Bancorp

2 weeks ago

Client Relationship Consultant (Banker - multi-level) - San Dimas, CA

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 8 hours agoStatus: Live

Job Summary

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Customer Success & Account Management

Seniority: Mid level

Key Responsibilities

•Engage customers via multiple channels (in-person, by appointment, and virtually) to provide counsel on banking needs.
•Assess customer goals and needs, obtain and process customer/account information, and recommend deposit and loan product solutions.
•Educate clients on emerging and self-service digital products and services to support their financial needs.
•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; partner with branch team members to serve clients with operational excellence and accuracy.

Pay and Benefits

Salary: USD 23.19 - 28.35

Perks:Health InsuranceDentalVisionLife Insurance401kRetirementPaid LeavePaid HolidaysParental LeaveAdoption AssistanceLong-term Disability

Key Requirements

•High school diploma or equivalent.
•Typically 3 to 5 years of job-related, retail banking experience (experience level determines the hired level).
•Proven ability to build and foster relationships with clients through proactive outreach and follow up.
•Ability to effectively engage and communicate with clients while recommending solutions based on their needs.
•Demonstrated customer service and interpersonal skills, with experience using and demonstrating digital products and self-service technologies.

Experience:3-5 yearsRetail bankingFinancial services

Education:High School

Skills:Client relationship buildingCustomer serviceInterpersonal skillsCommunicationRecommendations

Licenses:NMLS registration (S.A.F.E. Act of 2008)

Tech Stack:Digital productsSelf-service technologies

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