Client Relationship Consultant 3 (Banker) - West Fresno, CA

U.S. Bancorp
United States
Workplace: OnsiteFull timeUSD 25.49 - 31.15Function: Customer Success & Account ManagementExperience: 4-5 yearsEducation: high_schoolSkills: ["Client relationship building","Communication","Customer service","Interpersonal skills","Recommendation skills"]

Build and foster client relationships through proactive outreach and follow-up across in-person, appointment, and virtual channels. Counsel customers and prospects by assessing banking needs, educating them on deposit and loan products, and recommending solutions aligned to their goals. Support an optimal branch client experience, process transactions, open accounts, handle service requests, and submit credit applications while leveraging digital-first tools.

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FursaFursa
U.S. Bancorp
U.S. Bancorp
4 days ago

Client Relationship Consultant 3 (Banker) - West Fresno, CA

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 20 hours agoStatus: Live

Job Summary

Build and foster client relationships through proactive outreach and follow-up across in-person, appointment, and virtual channels. Counsel customers and prospects by assessing banking needs, educating them on deposit and loan products, and recommending solutions aligned to their goals. Support an optimal branch client experience, process transactions, open accounts, handle service requests, and submit credit applications while leveraging digital-first tools.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Engage clients via in-person, by-appointment, and virtual channels to provide banking counsel and consistent client experience.
  • •Assess customer needs and banking channel preferences, educate clients on deposit/loan products, and recommend solutions aligned to goals.
  • •Open consumer and business accounts, complete service requests, and submit credit applications.
  • •Develop partnerships with branch team members to best serve clients and leverage available resources and technologies for operational accuracy.
  • •Proactively educate clients on emerging and self-service digital products and services using a digital-first mindset.

Pay and Benefits

Salary: USD 25.49 - 31.15
Perks:Health InsuranceDentalVisionLife InsuranceDisability Insurance401kPaid LeavePaid HolidayParental Leave

Key Requirements

  • •High school diploma or equivalent.
  • •Typically 4–5 years of job-related retail banking experience (or a 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 make recommendations that meet customer needs.
  • •Thorough knowledge of bank/branch policies, procedures, support systems, and retail products and services.
Experience:4-5 yearsRetail bankingFinancial services
Education:High School
Skills:Client relationship buildingCommunicationCustomer serviceInterpersonal skillsRecommendation skills
Licenses:NMLS registration
Tech Stack:Digital products

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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Glassdoor: 3.8
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