Client Relationship Consultant 4 (Banker) - La Jolla, CA

U.S. Bancorp
United States
Workplace: OnsiteFull timeUSD 30.9 - 37.76Function: Customer Success & Account ManagementExperience: 5+ yearsEducation: high_schoolSkills: ["Customer service","Relationship building","Interpersonal skills","Communication","Recommendations"]

Build and maintain client relationships through proactive outreach, follow-up, and in-person/virtual engagements while adapting to a digital-first mindset. Assess customers’ banking needs, educate them on deposit and loan products (including digital/self-service), and recommend solutions aligned to individual goals. Process basic transactions, open accounts, complete service requests, and submit credit applications with operational excellence and accuracy.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
U.S. Bancorp
U.S. Bancorp
3 days ago

Client Relationship Consultant 4 (Banker) - La Jolla, CA

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 4 hours agoStatus: Live

Job Summary

Build and maintain client relationships through proactive outreach, follow-up, and in-person/virtual engagements while adapting to a digital-first mindset. Assess customers’ banking needs, educate them on deposit and loan products (including digital/self-service), and recommend solutions aligned to individual goals. Process basic transactions, open accounts, complete service requests, and submit credit applications with operational excellence and accuracy.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Builds and fosters client relationships via proactive outreach, follow-up, and preferred banking channel engagement.
  • •Assess and identify customers’ needs and provide counseling using a digital-first mindset to recommend appropriate deposit and loan solutions.
  • •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 completing service requests.
  • •Open new consumer and business accounts and submit credit applications while educating clients on emerging digital and self-service products.

Pay and Benefits

Salary: USD 30.9 - 37.76
Perks:Health InsuranceDentalVision401kLife InsuranceDisabilityPaid LeaveParental LeavePaid Holidays

Key Requirements

  • •High school diploma or equivalent.
  • •Typically 5+ years of job-related retail banking experience or a combination of experience and commensurate training.
  • •Proven ability to build and foster client relationships through proactive outreach and follow-up.
  • •Ability to effectively engage and communicate with clients.
  • •Advanced knowledge of applicable bank and branch policies, procedures, and support systems.
Experience:5+ yearsRetail bankingFinancial services
Education:High School
Skills:Customer serviceRelationship buildingInterpersonal skillsCommunicationRecommendations
Certifications: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
Glassdoor: 3.8
WebsiteLinkedInGlassdoor