3 days ago

Float Client Relationship Consultant 2 (Banker) - Panorama City, CA (Multiple Locations)

✓ 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 trusted relationships with consumer and business customers by engaging through in-person, by-appointment, and virtual channels. Assess banking needs, educate clients on deposit/loan and digital self-service options, and recommend solutions aligned to individual goals. Provide an excellent client experience by greeting customers, processing basic transactions, opening accounts, completing service requests, and submitting credit applications. Work closely with branch teams and partners to deliver operational accuracy and service.

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Customer Success & Account Management

Seniority: Mid level

Key Responsibilities

•Engage clients across in-person, by-appointment, and virtual channels to provide counseling based on their unique goals and needs.
•Conduct proactive outreach and follow up to understand customers’ financial needs and preferred banking channels.
•Maintain knowledge of consumer and business banking products and services, including digital products and services.
•Provide consistent client experience by greeting customers and processing basic transactions while supporting operational excellence.
•Open new consumer and business accounts, complete service requests, submit credit applications, and educate clients on emerging self-service digital products.

Pay and Benefits

Salary: 23.19 - 28.35

Perks:Health InsuranceDentalVisionLife InsuranceDisability401kRetirementPaid LeavePaid HolidaysAdoption Assistance

Key Requirements

•High school diploma or equivalent.
•Typically 3-4 years of job-related, retail banking experience or a combination of experience and commensurate training.
•Demonstrated ability to build and foster client relationships through proactive outreach and follow up.
•Ability to effectively engage and communicate with clients to understand their needs.
•Thorough knowledge of applicable bank and branch policies, procedures, and support systems; proven customer service and interpersonal skills.

Experience:3-4 yearsRetail bankingFinancial services

Education:High School

Skills:Customer serviceInterpersonal skillsProactive outreachRelationship buildingCommunication

Licenses:National Mortgage Licensing System (NMLS) registration

Tech Stack:NMLSDigital productsSelf-service technologies

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

Loading job details...

Preparing the role view and application actions.

U.S. Bancorp

3 days ago

Float Client Relationship Consultant 2 (Banker) - Panorama City, CA (Multiple Locations)

✓ 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: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Customer Success & Account Management

Seniority: Mid level

Key Responsibilities

•Engage clients across in-person, by-appointment, and virtual channels to provide counseling based on their unique goals and needs.
•Conduct proactive outreach and follow up to understand customers’ financial needs and preferred banking channels.
•Maintain knowledge of consumer and business banking products and services, including digital products and services.
•Provide consistent client experience by greeting customers and processing basic transactions while supporting operational excellence.
•Open new consumer and business accounts, complete service requests, submit credit applications, and educate clients on emerging self-service digital products.

Pay and Benefits

Salary: 23.19 - 28.35

Perks:Health InsuranceDentalVisionLife InsuranceDisability401kRetirementPaid LeavePaid HolidaysAdoption Assistance

Key Requirements

•High school diploma or equivalent.
•Typically 3-4 years of job-related, retail banking experience or a combination of experience and commensurate training.
•Demonstrated ability to build and foster client relationships through proactive outreach and follow up.
•Ability to effectively engage and communicate with clients to understand their needs.
•Thorough knowledge of applicable bank and branch policies, procedures, and support systems; proven customer service and interpersonal skills.

Experience:3-4 yearsRetail bankingFinancial services

Education:High School

Skills:Customer serviceInterpersonal skillsProactive outreachRelationship buildingCommunication

Licenses:National Mortgage Licensing System (NMLS) registration

Tech Stack:NMLSDigital productsSelf-service technologies

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