1 day ago

Client Relationship Consultant 3 (Banker) - Rohnert Park, CA (37 hrs)

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 9 hours agoStatus: Live

Job Summary

Build trusted relationships with retail banking customers through in-person, appointment, and virtual outreach, using a digital-first mindset. Assess customer banking needs, gather and process account information, and educate clients on deposit and loan products and self-service digital tools. Provide an optimal client experience, process basic transactions and service requests, and open new consumer and business accounts while supporting branch partners. Complete NMLS registration and meet related requirements.

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, appointment, and virtual channels.
•Assess customer banking needs, obtain and process customer and account information, and recommend deposit and loan solutions based on goals.
•Maintain knowledge of consumer and business banking products and digital products/services, and educate clients on self-service digital tools.
•Provide consistent client experience by greeting clients and processing basic transactions, service requests, and account openings.
•Complete credit applications and partner collaboratively with branch team members to serve clients with accuracy and operational excellence.

Pay and Benefits

Salary: USD 27.22 - 33.26

Perks:Health InsuranceDentalVisionLife InsuranceDisabilityRetirementPaid LeavePaid HolidaysAdoption AssistanceParental Leave401k

Key Requirements

•High school diploma or equivalent.
•Typically 4 to 5 years of job-related retail banking experience (or a combination of experience and commensurate training).
•Ability to build and foster client relationships through proactive outreach and follow up.
•Ability to effectively engage and communicate with clients and make recommendations that meet customer needs.
•Thorough knowledge of retail bank products and services, policies, procedures, and support systems.

Experience:Retail bankingFinancial services

Education:High School

Skills:Customer serviceInterpersonal skillsRelationship buildingCommunicationProblem-solving

Licenses: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 day ago

Client Relationship Consultant 3 (Banker) - Rohnert Park, CA (37 hrs)

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 9 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, appointment, and virtual channels.
•Assess customer banking needs, obtain and process customer and account information, and recommend deposit and loan solutions based on goals.
•Maintain knowledge of consumer and business banking products and digital products/services, and educate clients on self-service digital tools.
•Provide consistent client experience by greeting clients and processing basic transactions, service requests, and account openings.
•Complete credit applications and partner collaboratively with branch team members to serve clients with accuracy and operational excellence.

Pay and Benefits

Salary: USD 27.22 - 33.26

Perks:Health InsuranceDentalVisionLife InsuranceDisabilityRetirementPaid LeavePaid HolidaysAdoption AssistanceParental Leave401k

Key Requirements

•High school diploma or equivalent.
•Typically 4 to 5 years of job-related retail banking experience (or a combination of experience and commensurate training).
•Ability to build and foster client relationships through proactive outreach and follow up.
•Ability to effectively engage and communicate with clients and make recommendations that meet customer needs.
•Thorough knowledge of retail bank products and services, policies, procedures, and support systems.

Experience:Retail bankingFinancial services

Education:High School

Skills:Customer serviceInterpersonal skillsRelationship buildingCommunicationProblem-solving

Licenses: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