Client Relationship Consultant 2 (Banker) - Brea Central, CA (24hrs)

U.S. Bancorp
United States
Workplace: OnsitePart timeUSD 23.19 - 28.35Function: Customer Success & Account ManagementExperience: 3-4 yearsEducation: high_schoolSkills: ["Client relationship building","Communication","Customer service","Interpersonal skills","Recommendation"]

Build and maintain trusted client relationships by proactively reaching out, learning customers’ banking needs, and delivering an optimal experience across in-person, appointment, and virtual channels. Maintain knowledge of consumer and business products (including digital/self-service options), greet customers, process basic transactions, open accounts, complete service requests, and submit credit applications. Educate clients on emerging digital products and partner with branch teams to serve customers with accuracy and operational excellence.

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FursaFursa
U.S. Bancorp
U.S. Bancorp
1 day ago

Client Relationship Consultant 2 (Banker) - Brea Central, CA (24hrs)

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Source: Company careers pageValidated by: Fursa AI
Last checked: 6 hours agoStatus: Live

Job Summary

Build and maintain trusted client relationships by proactively reaching out, learning customers’ banking needs, and delivering an optimal experience across in-person, appointment, and virtual channels. Maintain knowledge of consumer and business products (including digital/self-service options), greet customers, process basic transactions, open accounts, complete service requests, and submit credit applications. Educate clients on emerging digital products and partner with branch teams to serve customers with accuracy and operational excellence.
Location: United States
Workplace: Onsite
Employment Type: Part time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Build and foster client relationships through proactive outreach, follow-up, and learning customers’ financial needs and banking-channel preferences.
  • •Maintain working knowledge of consumer and business banking products and services, including digital products and services.
  • •Provide consistent client experience by greeting customers and processing basic transactions.
  • •Open new consumer and business accounts, complete service requests, and submit credit applications.
  • •Educate clients on emerging and self-service digital products and services and leverage available resources to serve with operational excellence and accuracy.

Pay and Benefits

Salary: USD 23.19 - 28.35
Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid LeavePaid HolidaysParental LeaveAdoption Assistance

Key Requirements

  • •High school diploma or equivalent.
  • •Typically 3 to 4 years of retail banking experience, or a combination of experience and commensurate training.
  • •Proven ability to build and foster relationships through proactive outreach and follow-up.
  • •Ability to effectively engage and communicate with clients and make appropriate recommendations based on customer needs.
  • •Ability to use and demonstrate digital products and self-service technologies.
Experience:3-4 yearsFinancial services
Education:High School
Skills:Client relationship buildingCommunicationCustomer serviceInterpersonal skillsRecommendation
Certifications:NMLS registration

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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