U.S. Bancorp

1 week ago

Client Relationship Consultant 2 (Banker) - Santa Barbara Mesa - Santa Barbara, 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 trusted relationships with retail and business customers by engaging them in-person, by appointment, and virtually. Assess needs, collect and process customer/account information, educate customers on deposit and loan products, and recommend solutions aligned to their goals. Provide an excellent client experience through greetings and basic transactions, open new accounts, complete service requests, and submit credit applications, while promoting digital and self-service tools.

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 questions about financial needs and channel preferences
•Maintain working knowledge of consumer and business banking products and services, including digital products and services
•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 and use available resources and technologies to deliver operational excellence

Pay and Benefits

Salary: USD 23.19 - 28.35

Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid LeaveParental LeavePaid HolidaysAdoption Assistance

Key Requirements

•High school diploma or equivalent
•Typically 3 to 4 years of retail banking experience (or a combination of experience and commensurate training)
•Demonstrated customer service and interpersonal skills
•Ability to build relationships through proactive outreach and follow up
•Ability to effectively engage and communicate with clients while demonstrating and using digital products and self-service technologies

Experience:3-4 yearsRetail bankingFinancial services

Education:High School

Skills:Customer serviceInterpersonal skillsRelationship buildingCommunicationProactive outreach

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

Glassdoor: 3.8

Website LinkedIn Glassdoor

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U.S. Bancorp

1 week ago

Client Relationship Consultant 2 (Banker) - Santa Barbara Mesa - Santa Barbara, 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: 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 questions about financial needs and channel preferences
•Maintain working knowledge of consumer and business banking products and services, including digital products and services
•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 and use available resources and technologies to deliver operational excellence

Pay and Benefits

Salary: USD 23.19 - 28.35

Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid LeaveParental LeavePaid HolidaysAdoption Assistance

Key Requirements

•High school diploma or equivalent
•Typically 3 to 4 years of retail banking experience (or a combination of experience and commensurate training)
•Demonstrated customer service and interpersonal skills
•Ability to build relationships through proactive outreach and follow up
•Ability to effectively engage and communicate with clients while demonstrating and using digital products and self-service technologies

Experience:3-4 yearsRetail bankingFinancial services

Education:High School

Skills:Customer serviceInterpersonal skillsRelationship buildingCommunicationProactive outreach

Certifications: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