Client Relationship Consultant 2 ( Banker) - Stanton, CA (30hrs)

U.S. Bancorp
United States
Workplace: OnsiteFull timeUSD 23.19 - 28.35Function: Customer Success & Account ManagementExperience: 3-4 yearsEducation: high_schoolSkills: ["Relationship building","Client communication","Customer service","Interpersonal skills","Recommendation making"]

Build and maintain client relationships through proactive outreach and follow-up, providing guidance across in-person, appointment, and virtual channels. Assess customer banking needs, educate clients on deposit and loan products, and open accounts or complete service requests. Support an optimal client experience by demonstrating digital and self-service tools, partnering with branch teams, and using resources to recommend solutions aligned with customers’ goals.

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FursaFursa
U.S. Bancorp
U.S. Bancorp
3 days ago

Client Relationship Consultant 2 ( Banker) - Stanton, CA (30hrs)

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

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

Job Summary

Build and maintain client relationships through proactive outreach and follow-up, providing guidance across in-person, appointment, and virtual channels. Assess customer banking needs, educate clients on deposit and loan products, and open accounts or complete service requests. Support an optimal client experience by demonstrating digital and self-service tools, partnering with branch teams, and using resources to recommend solutions aligned with customers’ goals.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Build and foster client relationships through proactive outreach, follow-up, and questioning to understand financial needs and channel preferences.
  • •Maintain working knowledge of consumer and business banking products, including digital products and services, to provide counsel and recommendations.
  • •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.
  • •Educate clients on emerging and self-service digital products and services to support their financial needs and operational excellence.

Pay and Benefits

Salary: USD 23.19 - 28.35
Perks:Health InsuranceDentalVisionLife InsuranceDisability401kRetirementPaid LeavePaid HolidaysAdoption AssistanceParental Leave

Key Requirements

  • •High school diploma or equivalent.
  • •Typically 3–4 years of job-related retail banking experience (or a combination of experience and training).
  • •Proven ability to build and foster relationships with clients through proactive outreach and follow up.
  • •Ability to effectively engage and communicate with clients.
  • •Experience using and demonstrating digital products and self-service technologies.
Experience:3-4 yearsRetail bankingFinancial services
Education:High School
Skills:Relationship buildingClient communicationCustomer serviceInterpersonal skillsRecommendation making
Licenses:NMLS registrationSAFE Act registration
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
Glassdoor: 3.8
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