U.S. Bancorp

3 weeks ago

Client Relationship Consultant 2 (Banker) - Vallejo, CA (37 hrs)

✓ 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 strong relationships with consumer and business customers by engaging them in person, by appointment, and virtually. Assess customer banking needs, gather and process account information, and recommend deposit and loan products aligned to goals. Deliver an optimal client experience by completing service requests, opening accounts, submitting credit applications, and educating customers on digital and self-service tools. Partner with branch teams to drive operational excellence and accuracy.

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Customer Success & Account Management

Seniority: Mid level

Key Responsibilities

•Build and foster client relationships through proactive outreach and follow up across in-person, appointment, and virtual channels.
•Assess customer banking needs, obtain and process customer/account information, and recommend deposit and loan solutions.
•Maintain knowledge of consumer and business banking products and digital/self-service services, and educate clients on them.
•Provide an optimal client experience by greeting customers and processing basic transactions, service requests, and account openings.
•Submit credit applications and collaborate with branch team members and partners to best serve clients.

Pay and Benefits

Salary: USD 24.92 - 30.46

Perks:Health InsuranceDentalVision401kRetirementLife InsuranceDisability InsuranceParental LeavePaid LeavePaid HolidaysAdoption Assistance

Key Requirements

•High school diploma or equivalent.
•Typically 3 to 4 years of job-related, retail banking experience (or combination of experience and training).
•Must complete and maintain National Mortgage Licensing System (NMLS) registration under the S.A.F.E. Act of 2008 and Regulation Z, including a criminal background and credit check.
•Demonstrate proven ability to build and foster relationships through proactive outreach and follow up.
•Effectively engage and communicate with clients.

Experience:Financial servicesRetail banking

Education:High School

Skills:Customer serviceInterpersonal skillsRelationship buildingCommunicationCustomer needs assessment

Tech Stack:Digital productsSelf-service technologiesNMLS

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) - Vallejo, CA (37 hrs)

✓ 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: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Customer Success & Account Management

Seniority: Mid level

Key Responsibilities

•Build and foster client relationships through proactive outreach and follow up across in-person, appointment, and virtual channels.
•Assess customer banking needs, obtain and process customer/account information, and recommend deposit and loan solutions.
•Maintain knowledge of consumer and business banking products and digital/self-service services, and educate clients on them.
•Provide an optimal client experience by greeting customers and processing basic transactions, service requests, and account openings.
•Submit credit applications and collaborate with branch team members and partners to best serve clients.

Pay and Benefits

Salary: USD 24.92 - 30.46

Perks:Health InsuranceDentalVision401kRetirementLife InsuranceDisability InsuranceParental LeavePaid LeavePaid HolidaysAdoption Assistance

Key Requirements

•High school diploma or equivalent.
•Typically 3 to 4 years of job-related, retail banking experience (or combination of experience and training).
•Must complete and maintain National Mortgage Licensing System (NMLS) registration under the S.A.F.E. Act of 2008 and Regulation Z, including a criminal background and credit check.
•Demonstrate proven ability to build and foster relationships through proactive outreach and follow up.
•Effectively engage and communicate with clients.

Experience:Financial servicesRetail banking

Education:High School

Skills:Customer serviceInterpersonal skillsRelationship buildingCommunicationCustomer needs assessment

Tech Stack:Digital productsSelf-service technologiesNMLS

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