U.S. Bancorp

3 weeks ago

Client Relationship Consultant 1 (Banker) - Waterman and Highland - San Bernardino, CA (35hrs)

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 18 hours agoStatus: Live

Job Summary

Build trusted client relationships by engaging customers in person, by appointment, and virtually while delivering a digital-first experience. Assess banking needs, collect and process account information, educate clients on deposit and loan products, and recommend solutions aligned to goals. Provide consistent client experience through greeting and basic transactions, open consumer and business accounts, complete service requests, and submit credit applications with operational accuracy.

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Customer Success & Account Management

Seniority: Entry level

Key Responsibilities

•Engage clients through proactive outreach and follow-up to understand financial needs and channel preferences
•Educate clients on deposit and loan products and services, including emerging and self-service digital tools
•Recommend solutions for new and existing clients based on individual goals and needs
•Maintain knowledge of consumer and business banking products and provide an optimal client experience
•Open new accounts, complete service requests, and submit credit applications

Pay and Benefits

Perks:Health InsuranceDentalVisionLife Insurance401kPaid LeaveParental Leave

Key Requirements

•High school diploma or equivalent
•Typically 1–2 years of job-related, retail banking experience (or equivalent combination of experience and training)
•Build and foster client relationships through proactive outreach and follow-up
•Effectively engage and communicate with clients
•Experience using and demonstrating digital products and self-service technologies

Experience:Financial servicesRetail banking

Education:High School

Skills:Customer serviceInterpersonal skillsProactive outreachCommunicationRelationship building

Certifications:NMLS

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 weeks ago

Client Relationship Consultant 1 (Banker) - Waterman and Highland - San Bernardino, CA (35hrs)

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 18 hours agoStatus: Live

Job Summary

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Customer Success & Account Management

Seniority: Entry level

Key Responsibilities

•Engage clients through proactive outreach and follow-up to understand financial needs and channel preferences
•Educate clients on deposit and loan products and services, including emerging and self-service digital tools
•Recommend solutions for new and existing clients based on individual goals and needs
•Maintain knowledge of consumer and business banking products and provide an optimal client experience
•Open new accounts, complete service requests, and submit credit applications

Pay and Benefits

Perks:Health InsuranceDentalVisionLife Insurance401kPaid LeaveParental Leave

Key Requirements

•High school diploma or equivalent
•Typically 1–2 years of job-related, retail banking experience (or equivalent combination of experience and training)
•Build and foster client relationships through proactive outreach and follow-up
•Effectively engage and communicate with clients
•Experience using and demonstrating digital products and self-service technologies

Experience:Financial servicesRetail banking

Education:High School

Skills:Customer serviceInterpersonal skillsProactive outreachCommunicationRelationship building

Certifications:NMLS

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