Float Client Relationship Consultant 3 (Banker) - Banning, CA (36hrs)

U.S. Bancorp
United States
Workplace: OnsiteFull timeUSD 25.49 - 31.15Function: Customer Success & Account ManagementExperience: 4-5 yearsEducation: high_schoolSkills: ["Relationship building","Customer service","Interpersonal skills","Communication","Recommendation making"]

Build trusted relationships with retail and business customers through proactive outreach, appointments, and digital-first engagement. Assess customer banking needs, recommend deposit and loan products, and process basic transactions while maintaining an excellent client experience. Partner with branch teams to open accounts, complete service requests, and submit credit applications. Educate customers on self-service and emerging digital tools, using resources and technologies to deliver accurate, operationally excellent service.

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FursaFursa
U.S. Bancorp
U.S. Bancorp
2 days ago

Float Client Relationship Consultant 3 (Banker) - Banning, CA (36hrs)

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 20 hours agoStatus: Live

Job Summary

Build trusted relationships with retail and business customers through proactive outreach, appointments, and digital-first engagement. Assess customer banking needs, recommend deposit and loan products, and process basic transactions while maintaining an excellent client experience. Partner with branch teams to open accounts, complete service requests, and submit credit applications. Educate customers on self-service and emerging digital tools, using resources and technologies to deliver accurate, operationally excellent service.
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, follow up, and multiple engagement channels.
  • •Assess customer banking needs and identify solutions for new and existing clients through effective communication.
  • •Maintain working knowledge of consumer and business banking products and services, including digital products.
  • •Provide an optimal client experience by greeting clients and processing basic transactions accurately.
  • •Open new consumer and business accounts, complete service requests, submit credit applications, and educate clients on digital and self-service tools.

Pay and Benefits

Salary: USD 25.49 - 31.15
Perks:Health InsuranceLife Insurance401kRetirementPaid LeavePaid HolidaysDisability InsuranceParental Leave

Key Requirements

  • •High school diploma or equivalent.
  • •Minimum four to five years of job-related retail banking experience (or a 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 make recommendations that meet customer needs.
  • •Willingness to complete National Mortgage Licensing System (NMLS) registration, including required criminal background and credit checks.
Experience:4-5 yearsRetail bankingFinancial services
Education:High School
Skills:Relationship buildingCustomer serviceInterpersonal skillsCommunicationRecommendation making
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
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