U.S. Bancorp

2 weeks ago

Client Relationship Consultant 3 (Banker) - Foster City, CA

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 8 hours agoStatus: Live

Job Summary

Build trusted relationships with customers through in-person, appointment, and virtual interactions, using a digital-first mindset to assess needs and recommend deposit and loan solutions. Manage account onboarding, service requests, and credit applications while maintaining strong knowledge of consumer and business banking products. Deliver consistent client experience, educate customers on self-service digital tools, and partner with branch team members to support operational excellence and accuracy.

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 via proactive outreach and follow up across in-person, by-appointment, and virtual channels.
•Assess customer banking needs, obtain/process customer and account information, and recommend solutions aligned to each customer’s goals.
•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 consumer and business accounts, complete service requests, submit credit applications, and educate clients on emerging/self-service digital products.

Pay and Benefits

Salary: USD 29.08 - 35.54

Perks:Health InsuranceDentalVisionLife InsuranceLong-term Disability401kPaid LeaveAdoption Assistance

Key Requirements

•High school diploma or equivalent.
•Typically 4 to 5 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 make appropriate recommendations that meet customer needs.
•Knowledge of applicable bank/branch policies, procedures, support systems, and all retail products and services.

Experience:Financial servicesRetail banking

Education:High School

Skills:Client relationship buildingProactive outreachCustomer serviceInterpersonal skillsCommunication

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

2 weeks ago

Client Relationship Consultant 3 (Banker) - Foster City, CA

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 8 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 via proactive outreach and follow up across in-person, by-appointment, and virtual channels.
•Assess customer banking needs, obtain/process customer and account information, and recommend solutions aligned to each customer’s goals.
•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 consumer and business accounts, complete service requests, submit credit applications, and educate clients on emerging/self-service digital products.

Pay and Benefits

Salary: USD 29.08 - 35.54

Perks:Health InsuranceDentalVisionLife InsuranceLong-term Disability401kPaid LeaveAdoption Assistance

Key Requirements

•High school diploma or equivalent.
•Typically 4 to 5 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 make appropriate recommendations that meet customer needs.
•Knowledge of applicable bank/branch policies, procedures, support systems, and all retail products and services.

Experience:Financial servicesRetail banking

Education:High School

Skills:Client relationship buildingProactive outreachCustomer serviceInterpersonal skillsCommunication

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