U.S. Bancorp

2 days ago

Client Relationship Consultant 3 (Banker) - Ocean Beach, CA

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 13 hours agoStatus: Live

Job Summary

Build trusted relationships with retail and business customers by delivering a digital-first client experience across in-person, appointment, and virtual channels. Assess needs, gather and process customer/account information, educate clients on deposit and loan products, and recommend solutions aligned to their goals. Open new accounts, complete service requests, submit credit applications, and collaborate with branch teams to optimize service accuracy and use available tools and resources to support operational excellence.

Location: San Diego

Workplace: Onsite

Employment Type: Full time

Job Function: Customer Success & Account Management

Seniority: Mid level

Key Responsibilities

•Engage customers through in-person, appointment, and virtual channels to provide tailored banking counsel using a digital-first mindset.
•Assess customer banking needs, obtain/process customer and account information, and recommend deposit and loan solutions aligned to customer goals.
•Proactively educate clients on emerging and self-service digital products to help meet their financial needs.
•Provide a consistent client experience, including greeting clients and processing basic transactions.
•Open new consumer and business accounts, complete service requests, and submit credit applications while using available resources and technologies for operational excellence.

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability401kRetirementPaid LeavePaid HolidaysParental LeaveAdoption Assistance

Key Requirements

•High school diploma or equivalent.
•Typically 4-5 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 and provide a consistent optimal client experience.
•Thorough knowledge of retail banking products and services, including deposit and loan offerings and self-service digital technologies.

Experience:4-5 yearsFinancial servicesRetail banking

Education:High School

Skills:Customer serviceRelationship buildingCommunicationInterpersonal skillsSales mindset

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

2 days ago

Client Relationship Consultant 3 (Banker) - Ocean Beach, CA

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 13 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

•Engage customers through in-person, appointment, and virtual channels to provide tailored banking counsel using a digital-first mindset.
•Assess customer banking needs, obtain/process customer and account information, and recommend deposit and loan solutions aligned to customer goals.
•Proactively educate clients on emerging and self-service digital products to help meet their financial needs.
•Provide a consistent client experience, including greeting clients and processing basic transactions.
•Open new consumer and business accounts, complete service requests, and submit credit applications while using available resources and technologies for operational excellence.

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability401kRetirementPaid LeavePaid HolidaysParental LeaveAdoption Assistance

Key Requirements

•High school diploma or equivalent.
•Typically 4-5 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 and provide a consistent optimal client experience.
•Thorough knowledge of retail banking products and services, including deposit and loan offerings and self-service digital technologies.

Experience:4-5 yearsFinancial servicesRetail banking

Education:High School

Skills:Customer serviceRelationship buildingCommunicationInterpersonal skillsSales mindset

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