U.S. Bancorp

6 days ago

Client Relationship Consultant 2 (Banker) - Loomis, CA (35hrs)

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 12 hours agoStatus: Live

Job Summary

Build trusted relationships with consumer and business customers by engaging via in-person, by-appointment, and virtual channels. Assess customer banking needs, gather and process account information, and educate clients on deposit and loan products. Deliver an excellent client experience by handling basic transactions, opening new accounts, completing service requests, and submitting credit applications. Use a digital-first approach and self-service technologies to recommend solutions aligned to each customer’s goals.

Location: United States

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, appointment, and virtual channels.
•Assess customer banking needs, obtain and process customer and account information, and recommend deposit and loan solutions aligned to goals.
•Maintain knowledge of consumer and business banking products and services, including digital products and services.
•Provide an optimal client experience by greeting clients, processing basic transactions, opening new accounts, and completing service requests.
•Submit credit applications and proactively educate clients on emerging and self-service digital products.

Pay and Benefits

Salary: USD 23.19 - 28.35

Perks:Health InsuranceDentalVision401kPaid 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.
•Ability to build and foster client relationships through proactive outreach and follow-up.
•Ability to effectively engage and communicate with clients, with strong customer service and interpersonal skills.
•Maintain National Mortgage Licensing System (NMLS) registration under the S.A.F.E. Act of 2008 and Regulation Z.

Experience:3-4 years

Education:High School

Skills:Customer serviceInterpersonal skillsProactive outreachCommunicationRelationship building

Licenses:NMLS

Certifications: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: 3.8

Website LinkedIn Glassdoor

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U.S. Bancorp

6 days ago

Client Relationship Consultant 2 (Banker) - Loomis, CA (35hrs)

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 12 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

•Build and foster client relationships through proactive outreach and follow-up across in-person, appointment, and virtual channels.
•Assess customer banking needs, obtain and process customer and account information, and recommend deposit and loan solutions aligned to goals.
•Maintain knowledge of consumer and business banking products and services, including digital products and services.
•Provide an optimal client experience by greeting clients, processing basic transactions, opening new accounts, and completing service requests.
•Submit credit applications and proactively educate clients on emerging and self-service digital products.

Pay and Benefits

Salary: USD 23.19 - 28.35

Perks:Health InsuranceDentalVision401kPaid 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.
•Ability to build and foster client relationships through proactive outreach and follow-up.
•Ability to effectively engage and communicate with clients, with strong customer service and interpersonal skills.
•Maintain National Mortgage Licensing System (NMLS) registration under the S.A.F.E. Act of 2008 and Regulation Z.

Experience:3-4 years

Education:High School

Skills:Customer serviceInterpersonal skillsProactive outreachCommunicationRelationship building

Licenses:NMLS

Certifications:NMLS registration

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