Client Relationship Consultant (Banker - Multi Level) - San Gabriel. CA (25-30hrs)

U.S. Bancorp
United States
Workplace: OnsiteFull timeUSD 23.19 - 28.35Function: Customer Success & Account ManagementExperience: 3-5 yearsEducation: high_schoolSkills: ["Customer service","Interpersonal skills","Communication","Problem-solving","Negotiation"]

Build trusted relationships with customers by engaging them in person, by appointment, and virtually to deliver a digital-first banking experience. Assess customer banking needs, collect and process account information, educate clients on deposit and loan products, and recommend solutions aligned to their goals. Complete service requests and open consumer and business accounts, partnering with branch teams to improve client experience while maintaining accuracy and operational excellence.

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FursaFursa
U.S. Bancorp
U.S. Bancorp
2 months ago

Client Relationship Consultant (Banker - Multi Level) - San Gabriel. CA (25-30hrs)

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 24 days agoStatus: Live

Job Summary

Build trusted relationships with customers by engaging them in person, by appointment, and virtually to deliver a digital-first banking experience. Assess customer banking needs, collect and process account information, educate clients on deposit and loan products, and recommend solutions aligned to their goals. Complete service requests and open consumer and business accounts, partnering with branch teams to improve client experience while maintaining accuracy and operational excellence.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Proactively reach out to customers and follow up to understand financial needs and preferred banking channels.
  • •Educate and demonstrate deposit and loan products and services, including digital and self-service options.
  • •Provide an optimal client experience by greeting clients and processing basic transactions.
  • •Open new consumer and business accounts, complete service requests, and submit credit applications.
  • •Partner with branch team members and use available resources and technologies to serve clients with operational excellence and accuracy.

Pay and Benefits

Salary: USD 23.19 - 28.35
Perks:Health InsuranceDentalVisionLife Insurance401kPaid LeavePaid HolidaysDisability

Key Requirements

  • •High school diploma or equivalent.
  • •3-4 years of customer service experience and 3-4 years of sales experience (for Consultant 2).
  • •4-5 years of customer service experience and 4-5 years of sales experience (for Consultant 3).
  • •Knowledge of retail banking products, services, and related policies, procedures, documentation, and systems.
  • •National Mortgage Licensing System (NMLS) registration under the SAFE Act of 2008 and Regulation Z (including passing required background and credit checks).
Experience:3-5 yearsFinancial servicesRetail banking
Education:High School
Skills:Customer serviceInterpersonal skillsCommunicationProblem-solvingNegotiation
Certifications:NMLS

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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