Client Relationship Consultant 3 (Banker) - Sante Fe San Mateo

U.S. Bancorp
United States
Workplace: OnsiteFull timeFunction: Customer Success & Account ManagementSkills: ["Customer service","Interpersonal skills","Relationship building","Recommendation skills","Digital enablement"]

Build and strengthen client relationships in a branch environment, engaging customers in person, by appointment, and virtually to deliver trusted guidance. Assess client banking needs, maintain knowledge of consumer and business banking products (including digital offerings), process transactions, and educate customers on self-service tools. Open new accounts, complete service requests, and submit credit applications while collaborating with branch teams to provide an optimal client experience with operational accuracy.

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FursaFursa
U.S. Bancorp
U.S. Bancorp
20 hours ago

Client Relationship Consultant 3 (Banker) - Sante Fe San Mateo

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 20 hours agoStatus: Live

Job Summary

Build and strengthen client relationships in a branch environment, engaging customers in person, by appointment, and virtually to deliver trusted guidance. Assess client banking needs, maintain knowledge of consumer and business banking products (including digital offerings), process transactions, and educate customers on self-service tools. Open new accounts, complete service requests, and submit credit applications while collaborating with branch teams to provide an optimal client experience with operational accuracy.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Engage clients via multiple channels and provide counsel aligned to their goals and needs.
  • •Assess banking needs, obtain and process customer/account information, and recommend deposit and loan products and services.
  • •Maintain knowledge of consumer and business banking products, including digital products and services, and provide an optimal client experience.
  • •Process basic transactions, open consumer and business accounts, complete service requests, and submit credit applications.
  • •Proactively educate clients on emerging and self-service digital products and services and partner with branch team members to serve clients.

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceLong-term Disability401kRetirementPaid LeavePaid HolidaysParental LeaveAdoption Assistance

Key Requirements

  • •High school diploma or equivalent.
  • •Typically 4 to 5 years of retail banking experience or a combination of experience and training.
  • •Build and foster client relationships through proactive outreach and follow up.
  • •Effectively engage and communicate with clients and understand their financial needs.
  • •Thorough knowledge of bank and branch policies, procedures, and retail products and services.
Experience:Financial servicesRetail banking
Skills:Customer serviceInterpersonal skillsRelationship buildingRecommendation skillsDigital enablement
Licenses:NMLS registration

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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