Client Relationship Consultant 2 (Banker) - Carlsbad Poinsettia, CA (20hrs)

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

Build trusted relationships with consumers and business customers through proactive outreach, in-person/virtual engagements, and consistent follow-up. Assess customer needs, educate clients on deposit and loan products plus digital self-service tools, and recommend solutions aligned to goals. Provide an excellent client experience by processing transactions and service requests, opening accounts, and submitting credit applications. Partner with branch teams to deliver accurate, operationally excellent service.

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FursaFursa
U.S. Bancorp
U.S. Bancorp
4 days ago

Client Relationship Consultant 2 (Banker) - Carlsbad Poinsettia, CA (20hrs)

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Source: Company careers pageValidated by: Fursa AI
Last checked: 4 hours agoStatus: Live

Job Summary

Build trusted relationships with consumers and business customers through proactive outreach, in-person/virtual engagements, and consistent follow-up. Assess customer needs, educate clients on deposit and loan products plus digital self-service tools, and recommend solutions aligned to goals. Provide an excellent client experience by processing transactions and service requests, opening accounts, and submitting credit applications. Partner with branch teams to deliver accurate, operationally excellent service.
Location: California
Workplace: Onsite
Employment Type: Part time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Proactively engage customers via in-person, by appointment, and virtually to understand financial needs and channel preferences
  • •Educate clients on available deposit and loan products and services, including digital and self-service options
  • •Open new consumer and business accounts, complete service requests, and submit credit applications
  • •Recommend solutions for new and existing clients based on their goals using a digital-first mindset
  • •Provide consistent optimal client experience by greeting clients, processing basic transactions, and partnering with branch team members

Pay and Benefits

Salary: USD 23.19 - 28.35
Perks:Health InsuranceDentalVision401kLife InsurancePaid LeavePaid HolidayParental Leave

Key Requirements

  • •High school diploma or equivalent
  • •Typically 3–4 years of retail banking experience or a combination of experience and commensurate training
  • •Ability to build and foster relationships with clients through proactive outreach and follow-up
  • •Ability to effectively engage and communicate with clients
  • •Thorough knowledge of applicable bank and branch policies, procedures, and support systems
Experience:3-4 yearsRetail bankingFinancial services
Education:High School
Skills:Relationship buildingCustomer serviceInterpersonal skillsCommunicationRecommendation skills
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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