U.S. Bancorp

3 weeks ago

Client Relationship Consultant 2 (Banker) - Sunnyvale, CA

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 21 hours agoStatus: Live

Job Summary

Build trusted relationships with consumer and business customers by engaging in person, by appointment, and virtually. Assess customer banking needs, gather and process account information, recommend deposit and loan solutions, and submit credit applications. Maintain knowledge of branch and digital banking products, educate clients on self-service tools, and provide an optimal client experience while partnering with branch teams to support operational excellence and accuracy.

Location: Sunnyvale

Workplace: Onsite

Employment Type: Full time

Job Function: Sales

Seniority: Mid level

Key Responsibilities

•Build and foster relationships with customers through proactive outreach and follow up across channels
•Assess banking needs, obtain and process customer and account information, and recommend deposit and loan solutions
•Maintain knowledge of consumer and business banking products, including digital products and services
•Provide an optimal client experience by greeting customers and processing basic transactions and service requests
•Open new consumer and business accounts, complete service requests, submit credit applications, and educate clients on digital self-service options

Pay and Benefits

Salary: USD 24.92 - 30.46

Perks:Health InsuranceDentalVisionLife InsuranceDisabilityParental Leave401kRetirementPaid LeavePaid HolidayAdoption Assistance

Key Requirements

•High school diploma or equivalent
•Typically 3 to 4 years of retail banking experience, or a combination of experience and commensurate training
•Ability to build and foster client relationships through proactive outreach and follow up
•Ability to engage and communicate effectively with clients
•Thorough knowledge of applicable bank and branch policies, procedures, and support systems

Experience:Financial servicesRetail banking

Education:High School

Skills:Client relationship buildingCustomer serviceInterpersonal skillsProactive communicationRecommendation judgment

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 weeks ago

Client Relationship Consultant 2 (Banker) - Sunnyvale, CA

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 21 hours agoStatus: Live

Job Summary

Location: Sunnyvale

Workplace: Onsite

Employment Type: Full time

Job Function: Sales

Seniority: Mid level

Key Responsibilities

•Build and foster relationships with customers through proactive outreach and follow up across channels
•Assess banking needs, obtain and process customer and account information, and recommend deposit and loan solutions
•Maintain knowledge of consumer and business banking products, including digital products and services
•Provide an optimal client experience by greeting customers and processing basic transactions and service requests
•Open new consumer and business accounts, complete service requests, submit credit applications, and educate clients on digital self-service options

Pay and Benefits

Salary: USD 24.92 - 30.46

Perks:Health InsuranceDentalVisionLife InsuranceDisabilityParental Leave401kRetirementPaid LeavePaid HolidayAdoption Assistance

Key Requirements

•High school diploma or equivalent
•Typically 3 to 4 years of retail banking experience, or a combination of experience and commensurate training
•Ability to build and foster client relationships through proactive outreach and follow up
•Ability to engage and communicate effectively with clients
•Thorough knowledge of applicable bank and branch policies, procedures, and support systems

Experience:Financial servicesRetail banking

Education:High School

Skills:Client relationship buildingCustomer serviceInterpersonal skillsProactive communicationRecommendation judgment

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