Client Relationship Consultant 4 (Banker) - Del Mar Plaza - Del Mar, CA

U.S. Bancorp
United States
Workplace: OnsiteFull timeUSD 30.9 - 37.76Function: SalesExperience: 5+ yearsEducation: high_schoolSkills: ["Customer service","Relationship building","Communication","Interpersonal skills","Recommendation skills"]

Build and maintain strong client relationships through proactive outreach, follow-up, and multi-channel engagement in a digital-first banking environment. Advise customers on deposit and loan products, assess needs, and recommend solutions. Support an optimal client experience by greeting clients, processing basic transactions, opening accounts, completing service requests, and submitting credit applications. Partner with branch teams and educate clients on emerging self-service digital products.

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FursaFursa
U.S. Bancorp
U.S. Bancorp
1 week ago

Client Relationship Consultant 4 (Banker) - Del Mar Plaza - Del Mar, CA

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 14 hours agoStatus: Live

Job Summary

Build and maintain strong client relationships through proactive outreach, follow-up, and multi-channel engagement in a digital-first banking environment. Advise customers on deposit and loan products, assess needs, and recommend solutions. Support an optimal client experience by greeting clients, processing basic transactions, opening accounts, completing service requests, and submitting credit applications. Partner with branch teams and educate clients on emerging self-service digital products.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Sales
Seniority: Mid level

Key Responsibilities

  • •Build and foster client relationships via proactive outreach, follow-up, and multiple engagement channels (in-person, by appointment, and virtually)
  • •Assess customer needs and recommend solutions based on deposit and loan goals, while maintaining knowledge of consumer and business banking products
  • •Provide an optimal client experience by greeting clients and processing basic transactions accurately
  • •Open new consumer and business accounts, complete service requests, and submit credit applications
  • •Educate clients on emerging and self-service digital products and services and support branch partnerships to serve customers operationally

Pay and Benefits

Salary: USD 30.9 - 37.76
Perks:Health InsuranceDentalVision401kPaid LeaveRetirement

Key Requirements

  • •High school diploma or equivalent
  • •Typically five or more 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
  • •Thorough knowledge of retail products and services, with demonstrated customer service and interpersonal skills
Experience:5+ yearsFinancial servicesRetail banking
Education:High School
Skills:Customer serviceRelationship buildingCommunicationInterpersonal skillsRecommendation skills
Licenses:NMLS registrationNMLS (SAFE Act)Regulation Z (Reg Z)

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