U.S. Bancorp

2 weeks ago

Client Relationship Consultant 2 (Banker) - San Marino, CA (30hrs)

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 7 hours agoStatus: Live

Job Summary

Build and foster long-term relationships with customers by engaging them in person, by appointment, and virtually while delivering a digital-first client experience. Assess customer needs, process information and basic transactions, open accounts, complete service requests, and submit credit applications. Educate clients on deposit and loan products and emerging digital/self-service tools, and collaborate with branch partners to ensure operational excellence and accuracy.

Location: San Marino

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 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 aligned to goals.
•Maintain knowledge of consumer and business banking products and services, including digital and self-service offerings, and educate clients accordingly.
•Provide an optimal client experience by greeting customers, processing basic transactions, opening new accounts, and completing service requests.
•Submit credit applications and collaborate with branch team members and partners to best serve clients with operational excellence and accuracy.

Pay and Benefits

Salary: USD 23.19 - 28.35

Perks:Health InsuranceDentalVisionLife InsuranceDisabilityParental Leave401kRetirementPaid LeavePaid HolidaysAdoption Assistance

Key Requirements

•High school diploma or equivalent.
•Typically 3 to 4 years of retail banking experience or a combination of experience and commensurate training.
•Must complete National Mortgage Licensing System (NMLS) registration requirements under the S.A.F.E. Act of 2008 and Regulation Z, including background and credit checks.
•Demonstrated ability to build and foster customer relationships through proactive outreach and follow-up.
•Proven customer service and interpersonal skills, including the ability to engage and communicate effectively with clients.

Experience:3-4 yearsFinancial servicesRetail banking

Education:High School

Skills:Customer serviceRelationship-buildingInterpersonal skillsCommunicationProactive outreach

Licenses:NMLS registration

Languages:MandarinEnglish

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 weeks ago

Client Relationship Consultant 2 (Banker) - San Marino, CA (30hrs)

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 7 hours agoStatus: Live

Job Summary

Location: San Marino

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 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 aligned to goals.
•Maintain knowledge of consumer and business banking products and services, including digital and self-service offerings, and educate clients accordingly.
•Provide an optimal client experience by greeting customers, processing basic transactions, opening new accounts, and completing service requests.
•Submit credit applications and collaborate with branch team members and partners to best serve clients with operational excellence and accuracy.

Pay and Benefits

Salary: USD 23.19 - 28.35

Perks:Health InsuranceDentalVisionLife InsuranceDisabilityParental Leave401kRetirementPaid LeavePaid HolidaysAdoption Assistance

Key Requirements

•High school diploma or equivalent.
•Typically 3 to 4 years of retail banking experience or a combination of experience and commensurate training.
•Must complete National Mortgage Licensing System (NMLS) registration requirements under the S.A.F.E. Act of 2008 and Regulation Z, including background and credit checks.
•Demonstrated ability to build and foster customer relationships through proactive outreach and follow-up.
•Proven customer service and interpersonal skills, including the ability to engage and communicate effectively with clients.

Experience:3-4 yearsFinancial servicesRetail banking

Education:High School

Skills:Customer serviceRelationship-buildingInterpersonal skillsCommunicationProactive outreach

Licenses:NMLS registration

Languages:MandarinEnglish

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