Client Relationship Consultant 2 (Banker) - Goleta-Fairview - Goleta, CA

U.S. Bancorp
United States
Workplace: OnsiteFull timeUSD 23.19 - 28.35 hourlyFunction: Customer Success & Account ManagementExperience: 3-4 yearsEducation: high_schoolSkills: ["Client relationship building","Customer service","Interpersonal skills","Communication","Recommendations"]

Build trusted relationships with consumer and business clients by proactively reaching out, understanding financial needs, and delivering a consistent in-branch and digital-first client experience. Advise customers on deposit and loan products, process transactions and service requests, open new accounts, and submit credit applications. Partner with branch teams, educate clients on emerging/self-service digital tools, and help optimize accuracy and operational excellence.

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FursaFursa
U.S. Bancorp
U.S. Bancorp
1 week ago

Client Relationship Consultant 2 (Banker) - Goleta-Fairview - Goleta, CA

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 14 hours agoStatus: Live
Reposted: similar role first listed 1 month ago

Job Summary

Build trusted relationships with consumer and business clients by proactively reaching out, understanding financial needs, and delivering a consistent in-branch and digital-first client experience. Advise customers on deposit and loan products, process transactions and service requests, open new accounts, and submit credit applications. Partner with branch teams, educate clients on emerging/self-service digital tools, and help optimize accuracy and operational excellence.
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 learning clients’ financial needs and channel preferences
  • •Identify solutions for new and existing clients by engaging and communicating effectively while maintaining knowledge of banking products and services
  • •Provide an optimal client experience, including 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 to optimize the client experience

Pay and Benefits

Salary: USD 23.19 - 28.35 hourly
Perks:Health InsuranceDentalVisionLife InsuranceLong-term Disability401kRetirementPaid 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
  • •Ability to build and foster client relationships through proactive outreach and follow-up
  • •Proven customer service and interpersonal skills, including effective client engagement and communication
  • •Thorough knowledge of applicable bank and branch policies, procedures, and support systems
Experience:3-4 yearsRetail bankingFinancial services
Education:High School
Skills:Client relationship buildingCustomer serviceInterpersonal skillsCommunicationRecommendations
Licenses:NMLS registrationSAFE Act of 2008

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
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