2 days ago

Client Relationship Consultant 4 (Banker) - Mill Valley, San Rafael, and Novato, CA

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 22 hours agoStatus: Live

Job Summary

Build strong client relationships by engaging customers in-person, by appointment, and virtually to understand banking needs and recommend deposit and loan solutions. Proactively reach out, follow up, and educate clients on digital and self-service products while delivering an excellent client experience. Open new accounts, complete service requests, and submit credit applications, collaborating with branch teams and partners to provide operational excellence and accuracy.

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 Q&A to understand financial needs and banking channel preferences.
•Engage and communicate with clients to identify solutions for new and existing customers based on goals and needs.
•Maintain knowledge of consumer and business banking products and services, including digital and self-service offerings, and provide consistent optimal client experience.
•Greet clients, process basic transactions, open new consumer and business accounts, and complete service requests.
•Proactively educate clients on emerging digital and self-service products and leverage available resources and technologies to optimize client experience with accuracy.

Pay and Benefits

Perks:Health InsuranceLife Insurance401kRetirementPaid LeavePaid HolidaysParental LeaveAdoption Assistance

Key Requirements

•High school diploma or equivalent.
•Typically 5+ years of job-related retail banking experience (or combination of experience and commensurate training).
•Provide client relationships through proactive outreach and follow up.
•Maintain advanced knowledge of applicable bank and branch policies, procedures, and support systems.
•This role requires National Mortgage Licensing System (NMLS) registration under the S.A.F.E. Act of 2008 and Regulation Z, including a criminal background and credit check.

Experience:5+ yearsFinancial services

Education:High School

Skills:Customer serviceInterpersonal skillsRelationship buildingCommunicationRecommendation 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

Glassdoor: 3.8

Website LinkedIn Glassdoor

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U.S. Bancorp

2 days ago

Client Relationship Consultant 4 (Banker) - Mill Valley, San Rafael, and Novato, CA

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 22 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 through proactive outreach, follow up, and Q&A to understand financial needs and banking channel preferences.
•Engage and communicate with clients to identify solutions for new and existing customers based on goals and needs.
•Maintain knowledge of consumer and business banking products and services, including digital and self-service offerings, and provide consistent optimal client experience.
•Greet clients, process basic transactions, open new consumer and business accounts, and complete service requests.
•Proactively educate clients on emerging digital and self-service products and leverage available resources and technologies to optimize client experience with accuracy.

Pay and Benefits

Perks:Health InsuranceLife Insurance401kRetirementPaid LeavePaid HolidaysParental LeaveAdoption Assistance

Key Requirements

•High school diploma or equivalent.
•Typically 5+ years of job-related retail banking experience (or combination of experience and commensurate training).
•Provide client relationships through proactive outreach and follow up.
•Maintain advanced knowledge of applicable bank and branch policies, procedures, and support systems.
•This role requires National Mortgage Licensing System (NMLS) registration under the S.A.F.E. Act of 2008 and Regulation Z, including a criminal background and credit check.

Experience:5+ yearsFinancial services

Education:High School

Skills:Customer serviceInterpersonal skillsRelationship buildingCommunicationRecommendation making

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