Client Relationship Consultant 2 (Banker) - Berkley, CA

U.S. Bancorp
California
Workplace: OnsiteFull timeUSD 24.92 - 30.46Function: Customer Success & Account ManagementExperience: 3-4 yearsEducation: high_schoolSkills: ["Customer service","Interpersonal skills","Proactive outreach","Communication","Relationship building"]

Build trusting relationships with customers by engaging them in person, by appointment, and virtually to understand banking needs and recommend deposit and loan solutions. Maintain working knowledge of consumer and business banking products, provide an optimal client experience, process basic transactions, open accounts, complete service requests, and submit credit applications. Proactively educate customers on digital and self-service tools to support a digital-first mindset and operational excellence.

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FursaFursa
U.S. Bancorp
U.S. Bancorp
5 days ago

Client Relationship Consultant 2 (Banker) - Berkley, CA

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 19 hours agoStatus: Live

Job Summary

Build trusting relationships with customers by engaging them in person, by appointment, and virtually to understand banking needs and recommend deposit and loan solutions. Maintain working knowledge of consumer and business banking products, provide an optimal client experience, process basic transactions, open accounts, complete service requests, and submit credit applications. Proactively educate customers on digital and self-service tools to support a digital-first mindset and operational excellence.
Location: California
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.
  • •Assess customer needs, communicate effectively, and recommend solutions for deposit and loan products.
  • •Maintain knowledge of consumer and business banking products, including digital and self-service offerings.
  • •Provide consistent client experience by greeting clients and processing basic transactions.
  • •Open accounts, complete service requests, and submit credit applications.

Pay and Benefits

Salary: USD 24.92 - 30.46
Equity and Bonus:Equity
Perks:Health InsuranceLife Insurance401kParental LeavePaid Leave

Key Requirements

  • •High school diploma or equivalent.
  • •Typically 3 to 4 years of 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.
  • •Use and demonstrate digital products and self-service technologies.
Experience:3-4 yearsRetail bankingFinancial services
Education:High School
Skills:Customer serviceInterpersonal skillsProactive outreachCommunicationRelationship building
Certifications: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
Glassdoor: 3.8
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