Client Relationship Consultant (Banker) - Multiple Levels (30-40 Hrs), North Orange County, CA

U.S. Bancorp
United States
Workplace: OnsiteFull timeUSD 23.19 - 28.35Function: Customer Success & Account ManagementExperience: 3-5 yearsEducation: high_schoolSkills: ["Customer service","Sales","Interpersonal skills","Communication","Negotiation"]

Build trusted relationships with customers by meeting face-to-face and guiding them through their banking needs. You’ll assess customer goals, gather and process account information, educate customers on deposit and loan products, and recommend solutions. The role also supports opening and closing branch accounts and originating/closing consumer loans, while meeting NMLS registration and ongoing compliance requirements.

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FursaFursa
U.S. Bancorp
U.S. Bancorp
3 days ago

Client Relationship Consultant (Banker) - Multiple Levels (30-40 Hrs), North Orange County, CA

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 3 hours agoStatus: Live

Job Summary

Build trusted relationships with customers by meeting face-to-face and guiding them through their banking needs. You’ll assess customer goals, gather and process account information, educate customers on deposit and loan products, and recommend solutions. The role also supports opening and closing branch accounts and originating/closing consumer loans, while meeting NMLS registration and ongoing compliance requirements.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Meet customers face-to-face to build and maintain strong client relationships.
  • •Assess banking needs, obtain and process customer and account information, and provide product education.
  • •Recommend financial solutions aligned with each customer’s unique goals and needs.
  • •Originate and close consumer loans, and open and/or close branch accounts.
  • •Work from a U.S. Bank location on all scheduled work days.

Pay and Benefits

Salary: USD 23.19 - 28.35
Perks:Health InsuranceDentalVisionLife Insurance401kPaid Leave

Key Requirements

  • •High school diploma or equivalent.
  • •3-5 years minimum experience in customer service and sales, with the level aligned to experience.
  • •Strong customer service and interpersonal skills.
  • •Ability to educate customers on available deposit and loan products and recommend financial solutions based on individual goals.
  • •Complete and maintain NMLS registration requirements, including criminal background and credit check.
Experience:3-5 yearsFinancial services industry
Education:High School
Skills:Customer serviceSalesInterpersonal skillsCommunicationNegotiation
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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