U.S. Bancorp

3 weeks ago

Client Relationship Consultant 3 (Banker) - Santa Barbara-San Roque - Santa Barbara, CA

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 18 hours agoStatus: Live

Job Summary

Build strong client relationships through proactive outreach, follow-ups, and multi-channel service (in-person, by appointment, and virtually). Assess customer banking needs, educate clients on deposit and loan products, and recommend solutions aligned to goals. Support branch teams with account openings, service requests, and credit applications, while using digital first tools and self-service technologies to deliver an accurate, consistent client experience with operational excellence. Requires NMLS registration under SAFE Act and Regulation Z.

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Customer Success & Account Management

Seniority: Mid level

Key Responsibilities

•Foster client relationships through proactive outreach and follow up across in-person, appointment, and virtual channels.
•Assess customer banking needs, obtain/process customer and account information, and recommend deposit and loan solutions aligned to goals.
•Maintain working knowledge of consumer and business banking products and services, including digital offerings.
•Provide an optimal client experience by greeting clients, processing basic transactions, opening accounts, and completing service requests.
•Educate clients on emerging and self-service digital products and leverage available resources to optimize the client experience with operational accuracy.

Pay and Benefits

Salary: USD 27.22 - 33.26

Equity and Bonus:Equity

Perks:Health InsuranceDentalVisionLife InsuranceDisability Insurance401kRetirementPaid LeavePaid HolidaysParental LeaveAdoption Assistance

Key Requirements

•High school diploma or equivalent
•Minimum four to five years of job-related, retail banking experience (or equivalent combination of experience and commensurate training)
•Proven ability to build and foster client relationships through proactive outreach and follow up
•Thorough knowledge of retail banking products and services, plus applicable bank and branch policies, procedures, and support systems
•Ability to explore and identify customers’ true needs and make appropriate recommendations using a digital-first mindset

Experience:4-5 yearsRetail bankingFinancial services

Education:High School

Skills:Client relationship buildingCustomer serviceInterpersonal skillsProactive outreachRecommendation skills

Tech Stack:NMLSDigital 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: 3.8

Website LinkedIn Glassdoor

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U.S. Bancorp

3 weeks ago

Client Relationship Consultant 3 (Banker) - Santa Barbara-San Roque - Santa Barbara, CA

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 18 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

•Foster client relationships through proactive outreach and follow up across in-person, appointment, and virtual channels.
•Assess customer banking needs, obtain/process customer and account information, and recommend deposit and loan solutions aligned to goals.
•Maintain working knowledge of consumer and business banking products and services, including digital offerings.
•Provide an optimal client experience by greeting clients, processing basic transactions, opening accounts, and completing service requests.
•Educate clients on emerging and self-service digital products and leverage available resources to optimize the client experience with operational accuracy.

Pay and Benefits

Salary: USD 27.22 - 33.26

Equity and Bonus:Equity

Perks:Health InsuranceDentalVisionLife InsuranceDisability Insurance401kRetirementPaid LeavePaid HolidaysParental LeaveAdoption Assistance

Key Requirements

•High school diploma or equivalent
•Minimum four to five years of job-related, retail banking experience (or equivalent combination of experience and commensurate training)
•Proven ability to build and foster client relationships through proactive outreach and follow up
•Thorough knowledge of retail banking products and services, plus applicable bank and branch policies, procedures, and support systems
•Ability to explore and identify customers’ true needs and make appropriate recommendations using a digital-first mindset

Experience:4-5 yearsRetail bankingFinancial services

Education:High School

Skills:Client relationship buildingCustomer serviceInterpersonal skillsProactive outreachRecommendation skills

Tech Stack:NMLSDigital productsSelf-service technologies

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