3 days ago

Client Relationship Consultant 2 (Banker) - Solvang, CA

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 7 hours agoStatus: Live

Job Summary

Build and strengthen client relationships by proactively reaching out, learning customers’ banking needs, and engaging them in person, by appointment, and virtually. Provide an optimal client experience through account opening, service requests, and processing basic transactions. Maintain expertise in consumer and business deposit/loan products, educate clients on digital and self-service tools, and recommend solutions aligned to customers’ goals. Complete credit applications and collaborate with branch partners.

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Customer Success & Account Management

Seniority: Mid level

Key Responsibilities

•Engage clients through in-person, by-appointment, and virtual channels while using a digital-first approach
•Assess customers’ banking needs, obtain/process customer and account information, and recommend deposit and loan solutions
•Provide consistent client experience including greeting clients and processing basic transactions
•Open consumer and business accounts, complete service requests, and submit credit applications
•Educate clients on emerging and self-service digital products and collaborate with branch team members and partners

Pay and Benefits

Salary: USD 23.19 - 28.35

Perks:Health InsuranceDentalVision401kLife InsurancePaid LeavePaid Holidays

Key Requirements

•High school diploma or equivalent
•Typically 3–4 years of job-related retail banking experience or equivalent combination of experience and training
•Ability to build and foster client relationships through proactive outreach and follow up
•Effective communication and ability to engage with clients
•Knowledge of applicable bank and branch policies, procedures, and support systems

Experience:Retail bankingFinancial services

Education:Associate's

Skills:CommunicationInterpersonal skillsCustomer serviceRelationship buildingRecommendations

Licenses:NMLS registrationSAFE ActRegulation Z

Tech Stack:Digital 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 days ago

Client Relationship Consultant 2 (Banker) - Solvang, CA

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 7 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

•Engage clients through in-person, by-appointment, and virtual channels while using a digital-first approach
•Assess customers’ banking needs, obtain/process customer and account information, and recommend deposit and loan solutions
•Provide consistent client experience including greeting clients and processing basic transactions
•Open consumer and business accounts, complete service requests, and submit credit applications
•Educate clients on emerging and self-service digital products and collaborate with branch team members and partners

Pay and Benefits

Salary: USD 23.19 - 28.35

Perks:Health InsuranceDentalVision401kLife InsurancePaid LeavePaid Holidays

Key Requirements

•High school diploma or equivalent
•Typically 3–4 years of job-related retail banking experience or equivalent combination of experience and training
•Ability to build and foster client relationships through proactive outreach and follow up
•Effective communication and ability to engage with clients
•Knowledge of applicable bank and branch policies, procedures, and support systems

Experience:Retail bankingFinancial services

Education:Associate's

Skills:CommunicationInterpersonal skillsCustomer serviceRelationship buildingRecommendations

Licenses:NMLS registrationSAFE ActRegulation Z

Tech Stack:Digital 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