U.S. Bancorp

1 day ago

Client Relationship Consultant 2 (Banker) - East Village, CA

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 12 hours agoStatus: Live

Job Summary

Build and deepen client relationships by proactively reaching out, following up, and engaging customers in person, by appointment, and virtually. Assess client banking needs, gather and process account information, educate clients on deposit and loan products, and recommend solutions aligned to their goals. Provide an optimal client experience, complete service requests, submit credit applications, and support branch partnerships while leveraging digital and self-service tools with operational accuracy.

Location: San Diego

Workplace: Onsite

Employment Type: Full time

Job Function: Customer Success & Account Management

Seniority: Mid level

Key Responsibilities

•Engage clients in person, by appointment, and virtually to understand needs and provide counsel using a digital-first mindset.
•Maintain knowledge of consumer and business banking products and services, including digital offerings, and educate clients on options.
•Recommend and identify solutions for new and existing clients based on goals, banking channel preferences, and requirements.
•Process basic transactions, open new consumer and business accounts, complete service requests, and submit credit applications.
•Proactively educate clients on emerging and self-service digital products and use available resources and technologies to optimize the client experience.

Pay and Benefits

Salary: 23.19 - 28.35

Perks:Health InsuranceDentalVision401kPaid LeaveLife Insurance

Key Requirements

•High school diploma or equivalent.
•Typically 3 to 4 years of job-related retail banking experience (or equivalent combination of experience and training).
•Proven ability to build and foster client relationships through proactive outreach and follow up.
•Ability to effectively engage and communicate with clients and provide customer service.
•Experience demonstrating digital products and self-service technologies.

Experience:3-4 yearsRetail bankingFinancial services

Education:High School

Skills:Relationship buildingCustomer serviceInterpersonal communicationProblem-solvingDigital confidence

Licenses: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

Glassdoor: 3.8

Website LinkedIn Glassdoor

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U.S. Bancorp

1 day ago

Client Relationship Consultant 2 (Banker) - East Village, CA

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 12 hours agoStatus: Live

Job Summary

Location: San Diego

Workplace: Onsite

Employment Type: Full time

Job Function: Customer Success & Account Management

Seniority: Mid level

Key Responsibilities

•Engage clients in person, by appointment, and virtually to understand needs and provide counsel using a digital-first mindset.
•Maintain knowledge of consumer and business banking products and services, including digital offerings, and educate clients on options.
•Recommend and identify solutions for new and existing clients based on goals, banking channel preferences, and requirements.
•Process basic transactions, open new consumer and business accounts, complete service requests, and submit credit applications.
•Proactively educate clients on emerging and self-service digital products and use available resources and technologies to optimize the client experience.

Pay and Benefits

Salary: 23.19 - 28.35

Perks:Health InsuranceDentalVision401kPaid LeaveLife Insurance

Key Requirements

•High school diploma or equivalent.
•Typically 3 to 4 years of job-related retail banking experience (or equivalent combination of experience and training).
•Proven ability to build and foster client relationships through proactive outreach and follow up.
•Ability to effectively engage and communicate with clients and provide customer service.
•Experience demonstrating digital products and self-service technologies.

Experience:3-4 yearsRetail bankingFinancial services

Education:High School

Skills:Relationship buildingCustomer serviceInterpersonal communicationProblem-solvingDigital confidence

Licenses:NMLS registration

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