U.S. Bancorp

1 week ago

Client Relationship Consultant 2 (Banker) - Indio, CA - Bilingual Spanish and English

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 2 hours agoStatus: Live

Job Summary

Build and maintain trusted relationships with consumer and business customers through in-person, appointment, and virtual engagement. Assess customer banking needs, educate clients on deposit and loan products (including digital/self-service options), and recommend solutions aligned to their goals. Support optimal client experiences by greeting customers, processing basic transactions, opening accounts, completing service requests, and submitting credit applications, while partnering with branch teams.

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Customer Success & Account Management

Seniority: Mid level

Key Responsibilities

•Foster client relationships via proactive outreach and follow up across in-person, appointment, and virtual channels.
•Assess customer needs, gather and process customer/account information, and recommend deposit and loan solutions aligned to goals.
•Maintain knowledge of consumer and business banking products and digital/self-service offerings, educating clients on available options.
•Provide an optimal client experience by greeting clients and processing basic transactions accurately.
•Open new consumer and business accounts, complete service requests, and submit credit applications; partner with branch team members to serve clients.

Pay and Benefits

Salary: 21.68 - 26.5 hourly

Perks:Health InsuranceDentalVisionLife InsuranceDisability401kRetirementPaid LeavePaid HolidaysAdoption AssistanceParental Leave

Key Requirements

•High school diploma or equivalent.
•Typically 3 to 4 years of job-related retail banking experience (or a combination of experience and commensurate training).
•Bilingual ability to read, write, and speak in business-level Spanish and English.
•Proven ability to build and foster client relationships through proactive outreach and follow up.
•Experience using and demonstrating digital products and self-service technologies (preferred).

Experience:3-4 yearsRetail bankingFinancial services

Education:High School

Skills:Relationship buildingProactive outreachCustomer serviceInterpersonal skillsCommunication

Licenses:NMLS registration

Languages:SpanishEnglish

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) - Indio, CA - Bilingual Spanish and English

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 2 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

•Foster client relationships via proactive outreach and follow up across in-person, appointment, and virtual channels.
•Assess customer needs, gather and process customer/account information, and recommend deposit and loan solutions aligned to goals.
•Maintain knowledge of consumer and business banking products and digital/self-service offerings, educating clients on available options.
•Provide an optimal client experience by greeting clients and processing basic transactions accurately.
•Open new consumer and business accounts, complete service requests, and submit credit applications; partner with branch team members to serve clients.

Pay and Benefits

Salary: 21.68 - 26.5 hourly

Perks:Health InsuranceDentalVisionLife InsuranceDisability401kRetirementPaid LeavePaid HolidaysAdoption AssistanceParental Leave

Key Requirements

•High school diploma or equivalent.
•Typically 3 to 4 years of job-related retail banking experience (or a combination of experience and commensurate training).
•Bilingual ability to read, write, and speak in business-level Spanish and English.
•Proven ability to build and foster client relationships through proactive outreach and follow up.
•Experience using and demonstrating digital products and self-service technologies (preferred).

Experience:3-4 yearsRetail bankingFinancial services

Education:High School

Skills:Relationship buildingProactive outreachCustomer serviceInterpersonal skillsCommunication

Licenses:NMLS registration

Languages:SpanishEnglish

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