U.S. Bancorp

4 weeks ago

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

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 2 hours 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

Glassdoor: 3.8

Website LinkedIn Glassdoor

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U.S. Bancorp

4 weeks ago

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

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 2 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

•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

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