3 days ago

Float Client Relationship Consultant 4 (Banker) - Morena, CA

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 7 hours agoStatus: Live

Job Summary

Build and maintain strong client relationships by proactively engaging customers through in-person, appointment, and virtual channels. Assess banking needs, gather and process account information, and educate clients on deposit and loan products while recommending solutions aligned to their goals. Provide an optimal customer experience, process basic transactions, open consumer/business accounts, submit credit applications, and support branch partners using a digital-first mindset.

Location: San Diego

Workplace: Onsite

Employment Type: Full time

Job Function: Customer Success & Account Management

Seniority: Mid level

Key Responsibilities

•Build and foster relationships with clients via proactive outreach and follow-up, learning customer needs and channel preferences
•Demonstrate, educate, and recommend deposit and loan products/services based on customer goals using a digital-first mindset
•Provide a consistent client experience by greeting customers, processing basic transactions, and completing service requests
•Open new consumer and business accounts and submit credit applications
•Leverage available resources and technologies to optimize the client experience and partner with branch teams to serve clients

Pay and Benefits

Salary: 30.9 - 37.76

Perks:Health Insurance401kPaid Leave

Key Requirements

•High school diploma or equivalent
•Typically 5+ years of job-related retail banking experience (or equivalent combination of experience and training)
•Proven ability to build and foster client relationships through proactive outreach and follow-up
•Ability to effectively engage and communicate with clients
•Advanced knowledge of applicable bank/branch policies, procedures, and support systems

Experience:5+ yearsRetail bankingFinancial services

Education:High School

Skills:Customer serviceInterpersonal skillsRelationship buildingCommunicationProactive outreach

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

Glassdoor: 3.8

Website LinkedIn Glassdoor

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U.S. Bancorp

3 days ago

Float Client Relationship Consultant 4 (Banker) - Morena, CA

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 7 hours agoStatus: Live

Job Summary

Location: San Diego

Workplace: Onsite

Employment Type: Full time

Job Function: Customer Success & Account Management

Seniority: Mid level

Key Responsibilities

•Build and foster relationships with clients via proactive outreach and follow-up, learning customer needs and channel preferences
•Demonstrate, educate, and recommend deposit and loan products/services based on customer goals using a digital-first mindset
•Provide a consistent client experience by greeting customers, processing basic transactions, and completing service requests
•Open new consumer and business accounts and submit credit applications
•Leverage available resources and technologies to optimize the client experience and partner with branch teams to serve clients

Pay and Benefits

Salary: 30.9 - 37.76

Perks:Health Insurance401kPaid Leave

Key Requirements

•High school diploma or equivalent
•Typically 5+ years of job-related retail banking experience (or equivalent combination of experience and training)
•Proven ability to build and foster client relationships through proactive outreach and follow-up
•Ability to effectively engage and communicate with clients
•Advanced knowledge of applicable bank/branch policies, procedures, and support systems

Experience:5+ yearsRetail bankingFinancial services

Education:High School

Skills:Customer serviceInterpersonal skillsRelationship buildingCommunicationProactive outreach

Licenses:NMLS registration

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