Client Relationship Consultant 2 (Banker) - Dana Drive - Redding, CA

U.S. Bancorp
United States
Workplace: OnsiteFull timeUSD 21.68 - 26.5 hourlyFunction: Customer Success & Account ManagementExperience: 3-4 yearsEducation: high_schoolSkills: ["Client relationship building","Customer service","Interpersonal skills","Proactive communication","Recommendation judgment"]

Build trusted relationships with consumer and business customers through proactive outreach and follow-up via in-person, appointment, and virtual channels. Assess banking needs, recommend deposit and loan solutions, and guide customers using a digital-first mindset with self-service and emerging digital tools. Maintain knowledge of bank products and policies, deliver an optimal client experience, process basic transactions, open accounts, and submit credit applications while partnering with branch teams.

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FursaFursa
U.S. Bancorp
U.S. Bancorp
1 week ago

Client Relationship Consultant 2 (Banker) - Dana Drive - Redding, CA

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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 trusted relationships with consumer and business customers through proactive outreach and follow-up via in-person, appointment, and virtual channels. Assess banking needs, recommend deposit and loan solutions, and guide customers using a digital-first mindset with self-service and emerging digital tools. Maintain knowledge of bank products and policies, deliver an optimal client experience, process basic transactions, open accounts, and submit credit applications while partnering with branch teams.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management

Key Responsibilities

  • •Build and foster client relationships through proactive outreach and follow-up, asking questions to understand financial needs.
  • •Identify solutions for new and existing clients by engaging and communicating with clients effectively.
  • •Maintain working knowledge of consumer and business banking products and services, including digital products.
  • •Provide an optimal client experience by greeting clients, processing basic transactions, and collaborating with branch team members.
  • •Open consumer and business accounts, complete service requests, submit credit applications, and educate clients on digital and self-service products.

Pay and Benefits

Salary: USD 21.68 - 26.5 hourly
Perks:Health InsuranceDentalVisionLife InsuranceDisabilityParental Leave401kPaid LeavePaid HolidaysAdoption Assistance

Key Requirements

  • •High school diploma or equivalent.
  • •Typically 3 to 4 years of job-related retail banking experience, or a combination of experience and training.
  • •Ability to build and foster client relationships through proactive outreach and follow-up.
  • •Ability to effectively engage and communicate with clients.
  • •Ability to work from a U.S. Bank location for all scheduled workdays.
Experience:3-4 yearsFinancial services
Education:High School
Skills:Client relationship buildingCustomer serviceInterpersonal skillsProactive communicationRecommendation judgment
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
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