U.S. Bancorp

3 weeks ago

Client Relationship Consultant 2 (Banker) - San Carlos, CA

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 18 hours agoStatus: Live

Job Summary

Build trusted relationships with consumer and business customers by engaging them in person, by appointment, and virtually. Assess banking needs, gather and process customer and account information, and recommend deposit and loan solutions aligned to customers’ goals. Open new accounts, complete service requests, and submit credit applications. Educate customers on digital and self-service banking tools while partnering with branch teams to deliver an accurate, high-quality client experience.

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Customer Success & Account Management

Seniority: Mid level

Key Responsibilities

•Build and foster relationships with customers through proactive outreach and follow up across multiple channels.
•Assess customer banking needs, obtain and process information, and recommend deposit and loan products based on goals.
•Maintain working knowledge of consumer and business banking products, including digital products and services.
•Provide an optimal client experience, including greeting clients and processing basic transactions.
•Open new consumer and business accounts, complete service requests, submit credit applications, and educate customers on digital/self-service tools.

Pay and Benefits

Salary: USD 24.92 - 30.46

Perks:Health InsuranceDentalVisionLife InsuranceDisability401kRetirementPaid LeavePaid HolidayAdoption Assistance

Key Requirements

•High school diploma or equivalent.
•Minimum three to four years of job-related, retail banking experience (or combination of experience and commensurate training).
•Proven ability to build and foster client relationships through proactive outreach and follow up.
•Ability to effectively engage and communicate with clients and demonstrate strong customer service and interpersonal skills.
•Experience using and demonstrating digital products and self-service technologies in a customer-facing environment.

Experience:3-4 yearsRetail bankingFinancial services

Skills:Proactive outreachClient relationship buildingCommunicationCustomer serviceInterpersonal skills

Certifications:NMLS 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: 3.8

Website LinkedIn Glassdoor

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U.S. Bancorp

3 weeks ago

Client Relationship Consultant 2 (Banker) - San Carlos, CA

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 18 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 relationships with customers through proactive outreach and follow up across multiple channels.
•Assess customer banking needs, obtain and process information, and recommend deposit and loan products based on goals.
•Maintain working knowledge of consumer and business banking products, including digital products and services.
•Provide an optimal client experience, including greeting clients and processing basic transactions.
•Open new consumer and business accounts, complete service requests, submit credit applications, and educate customers on digital/self-service tools.

Pay and Benefits

Salary: USD 24.92 - 30.46

Perks:Health InsuranceDentalVisionLife InsuranceDisability401kRetirementPaid LeavePaid HolidayAdoption Assistance

Key Requirements

•High school diploma or equivalent.
•Minimum three to four years of job-related, retail banking experience (or combination of experience and commensurate training).
•Proven ability to build and foster client relationships through proactive outreach and follow up.
•Ability to effectively engage and communicate with clients and demonstrate strong customer service and interpersonal skills.
•Experience using and demonstrating digital products and self-service technologies in a customer-facing environment.

Experience:3-4 yearsRetail bankingFinancial services

Skills:Proactive outreachClient relationship buildingCommunicationCustomer serviceInterpersonal skills

Certifications:NMLS registration

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