U.S. Bancorp

4 weeks ago

Client Relationship Consultant 1-4 (Banker) - San Francisco Peninsula, CA (32-40 hrs)

✓ 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 lasting client relationships by engaging customers in-person, by appointment, and virtually, and advising them based on their banking goals and needs. You’ll recommend deposit and loan products, open new consumer and business accounts, complete service requests, and submit credit applications. Provide a consistent, high-quality client experience while educating customers on digital and self-service technologies, and partner with branch teams to deliver operational excellence and accuracy.

Location: San Francisco

Workplace: Onsite

Employment Type: Full time

Job Function: Sales

Seniority: Mid level

Key Responsibilities

•Engage clients across channels (in-person, by appointment, and virtually) to provide counsel aligned with their goals and needs.
•Assess client banking needs by obtaining and processing customer and account information, then recommend deposit and loan solutions.
•Maintain knowledge of consumer and business banking products and services, including digital and self-service offerings.
•Deliver a consistent client experience by greeting customers, processing basic transactions, and proactively educating clients on emerging digital products.
•Open new consumer and business accounts, complete service requests, and submit credit applications while partnering with branch teams to serve clients effectively.

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceLong-term DisabilityParental Leave401kRetirementPaid LeavePaid HolidayAdoption Assistance

Key Requirements

•High school diploma or equivalent.
•Typically 1 to 2+ years of job-related retail banking experience (experience varies by level 1–4).
•Build and foster client relationships through proactive outreach and follow-up, asking questions to understand financial needs.
•Provide excellent customer service and interpersonal skills, effectively engaging and communicating with clients.
•Complete required National Mortgage Licensing System (NMLS) registration under the S.A.F.E. Act of 2008 and Regulation Z, including criminal background and credit check.

Experience:Retail bankingFinancial servicesConsumer bankingBusiness banking

Education:High School

Skills:Customer serviceInterpersonal skillsProactive outreachCommunicationRelationship building

Tech Stack:NMLS

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

4 weeks ago

Client Relationship Consultant 1-4 (Banker) - San Francisco Peninsula, CA (32-40 hrs)

✓ 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: San Francisco

Workplace: Onsite

Employment Type: Full time

Job Function: Sales

Seniority: Mid level

Key Responsibilities

•Engage clients across channels (in-person, by appointment, and virtually) to provide counsel aligned with their goals and needs.
•Assess client banking needs by obtaining and processing customer and account information, then recommend deposit and loan solutions.
•Maintain knowledge of consumer and business banking products and services, including digital and self-service offerings.
•Deliver a consistent client experience by greeting customers, processing basic transactions, and proactively educating clients on emerging digital products.
•Open new consumer and business accounts, complete service requests, and submit credit applications while partnering with branch teams to serve clients effectively.

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceLong-term DisabilityParental Leave401kRetirementPaid LeavePaid HolidayAdoption Assistance

Key Requirements

•High school diploma or equivalent.
•Typically 1 to 2+ years of job-related retail banking experience (experience varies by level 1–4).
•Build and foster client relationships through proactive outreach and follow-up, asking questions to understand financial needs.
•Provide excellent customer service and interpersonal skills, effectively engaging and communicating with clients.
•Complete required National Mortgage Licensing System (NMLS) registration under the S.A.F.E. Act of 2008 and Regulation Z, including criminal background and credit check.

Experience:Retail bankingFinancial servicesConsumer bankingBusiness banking

Education:High School

Skills:Customer serviceInterpersonal skillsProactive outreachCommunicationRelationship building

Tech Stack:NMLS

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