U.S. Bancorp

2 weeks ago

Client Relationship Consultant 3 (Banker) - Benicia, CA

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 7 hours agoStatus: Live

Job Summary

Build and foster trusted client relationships by engaging customers in person, by appointment, and virtually with a digital-first mindset. Assess client banking needs, process account information and transactions, educate clients on deposit and loan products, and recommend solutions aligned to individual goals. Partner with branch teams to deliver a consistently optimal client experience, open new accounts, complete service requests, and support credit application submissions while leveraging tools to ensure operational accuracy.

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Customer Success & Account Management

Seniority: Mid level

Key Responsibilities

•Engage customers via in-person, by appointment, and virtual channels to provide counsel and an optimal client experience.
•Assess and learn customers’ banking needs and channel preferences, then recommend deposit and loan solutions aligned to their goals.
•Maintain knowledge of consumer and business banking products and services, including digital products.
•Open consumer and business accounts, complete service requests, and submit credit applications.
•Educate clients on emerging and self-service digital products and use available resources and technologies to improve service accuracy and operational excellence.

Pay and Benefits

Salary: USD 29.08 - 35.54

Perks:Health InsuranceDentalVisionLife InsuranceLong-term DisabilityParental Leave401kRetirementPaid LeavePaid HolidaysAdoption Assistance

Key Requirements

•High school diploma or equivalent.
•Typically 4 to 5 years of retail banking experience (or a combination of experience and commensurate training).
•Build and foster client relationships through proactive outreach and follow up.
•Effectively engage and communicate with clients to identify needs and make recommendations.
•Maintain NMLS registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z (including passing required criminal background and credit checks).

Experience:4-5 yearsRetail bankingFinancial services

Skills:Customer serviceInterpersonal skillsCommunicationProactive outreachRelationship building

Licenses:NMLS registration

Tech Stack:Digital productsSelf-service technologies

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 weeks ago

Client Relationship Consultant 3 (Banker) - Benicia, CA

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 7 hours agoStatus: Live

Job Summary

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Customer Success & Account Management

Seniority: Mid level

Key Responsibilities

•Engage customers via in-person, by appointment, and virtual channels to provide counsel and an optimal client experience.
•Assess and learn customers’ banking needs and channel preferences, then recommend deposit and loan solutions aligned to their goals.
•Maintain knowledge of consumer and business banking products and services, including digital products.
•Open consumer and business accounts, complete service requests, and submit credit applications.
•Educate clients on emerging and self-service digital products and use available resources and technologies to improve service accuracy and operational excellence.

Pay and Benefits

Salary: USD 29.08 - 35.54

Perks:Health InsuranceDentalVisionLife InsuranceLong-term DisabilityParental Leave401kRetirementPaid LeavePaid HolidaysAdoption Assistance

Key Requirements

•High school diploma or equivalent.
•Typically 4 to 5 years of retail banking experience (or a combination of experience and commensurate training).
•Build and foster client relationships through proactive outreach and follow up.
•Effectively engage and communicate with clients to identify needs and make recommendations.
•Maintain NMLS registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z (including passing required criminal background and credit checks).

Experience:4-5 yearsRetail bankingFinancial services

Skills:Customer serviceInterpersonal skillsCommunicationProactive outreachRelationship building

Licenses:NMLS registration

Tech Stack:Digital productsSelf-service technologies

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