Client Relationship Consultant 2 (Banker) - Thousand Oaks, CA (30hrs)

U.S. Bancorp
United States
Workplace: OnsiteFull timeUSD 23.19 - 28.35Function: Customer Success & Account ManagementExperience: 3-4 yearsEducation: high_schoolSkills: ["Relationship building","Customer service","Interpersonal skills","Communication","Recommendations"]

Build trusted relationships with consumer and business customers through proactive outreach and follow-up across in-person, by-appointment, and virtual channels. Assess banking needs, educate customers on deposit/loan and digital self-service products, and recommend solutions aligned to customer goals. Open new accounts, process service requests, and submit credit applications while delivering an optimal client experience in collaboration with branch teams. Maintain NMLS registration and meet compliance requirements.

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

Client Relationship Consultant 2 (Banker) - Thousand Oaks, CA (30hrs)

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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 consumer and business customers through proactive outreach and follow-up across in-person, by-appointment, and virtual channels. Assess banking needs, educate customers on deposit/loan and digital self-service products, and recommend solutions aligned to customer goals. Open new accounts, process service requests, and submit credit applications while delivering an optimal client experience in collaboration with branch teams. Maintain NMLS registration and meet compliance requirements.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Engage customers in-person, by appointment, and virtually to provide banking counsel and an optimal client experience.
  • •Assess customers’ needs and recommend deposit and loan products and services based on individual goals.
  • •Proactively educate customers on emerging and self-service digital products to support a digital-first experience.
  • •Open new consumer and business accounts, complete service requests, and submit credit applications.
  • •Develop collaborative partnerships with branch team members and leverage resources to improve operational excellence and accuracy.

Pay and Benefits

Salary: USD 23.19 - 28.35
Perks:Health InsuranceDentalVision401kLife InsuranceLong-term DisabilityPaid LeavePaid HolidaysParental LeaveAdoption Assistance

Key Requirements

  • •High school diploma or equivalent.
  • •Typically 3 to 4 years of job-related retail banking experience, or a combination of experience and training.
  • •Maintain National Mortgage Licensing System (NMLS) registration under the S.A.F.E. Act of 2008 and Regulation Z, including passing required background and credit checks.
  • •Ability to build and foster client relationships through proactive outreach and follow-up.
  • •Demonstrated customer service and interpersonal skills, including effective communication with clients.
Experience:3-4 yearsRetail bankingFinancial services
Education:High School
Skills:Relationship buildingCustomer serviceInterpersonal skillsCommunicationRecommendations
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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