Client Relationship Consultant 3 (Banker) - Lake Forest El Toro, CA

U.S. Bancorp
United States
Workplace: OnsiteFull timeUSD 27.22 - 33.26Function: Customer Success & Account ManagementExperience: 4-5 yearsEducation: high_schoolSkills: ["Customer service","Interpersonal skills","Relationship building","Communication","Recommendations"]

Build trusted client relationships by engaging customers in person, by appointment, and virtually to understand banking needs and preferred channels. Use a digital-first mindset to educate clients on deposit and loan products, self-service digital tools, and emerging technologies. Process transactions, open accounts, complete service requests, and support credit application submissions while partnering with branch teams to deliver consistent, accurate client experiences.

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FursaFursa
U.S. Bancorp
U.S. Bancorp
1 day ago

Client Relationship Consultant 3 (Banker) - Lake Forest El Toro, CA

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 6 hours agoStatus: Live

Job Summary

Build trusted client relationships by engaging customers in person, by appointment, and virtually to understand banking needs and preferred channels. Use a digital-first mindset to educate clients on deposit and loan products, self-service digital tools, and emerging technologies. Process transactions, open accounts, complete service requests, and support credit application submissions while partnering with branch teams to deliver consistent, accurate client experiences.
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.
  • •Identify solutions for new and existing clients by engaging and communicating effectively.
  • •Maintain working knowledge of consumer and business banking products and services, including digital products.
  • •Provide an optimal client experience by greeting clients and processing basic transactions.
  • •Open new consumer and business accounts, complete service requests, and submit credit applications as needed.

Pay and Benefits

Salary: USD 27.22 - 33.26
Perks:Health InsuranceDentalVision401kPaid LeaveParental Leave

Key Requirements

  • •High school diploma or equivalent.
  • •Typically 4 to 5 years of job-related retail banking experience, or a combination of experience and commensurate training.
  • •Provide consistent client experience while assessing and attending to customers’ banking needs and preferences.
  • •Maintain a working knowledge of consumer and business banking products and services, including digital products and services.
  • •This role requires National Mortgage Licensing System (NMLS) registration under the S.A.F.E. Act of 2008 and Regulation Z, including completion of required background and credit checks.
Experience:4-5 yearsRetail bankingFinancial services
Education:High School
Skills:Customer serviceInterpersonal skillsRelationship buildingCommunicationRecommendations
Licenses:NMLS registrationNational Mortgage Licensing System (NMLS)

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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