Float Client Relationship Consultant 4 (Banker) - Rancho Bernardo, CA

U.S. Bancorp
San Diego
Workplace: OnsiteFull timeUSD 30.9 - 37.76Function: Customer Success & Account ManagementExperience: 5+ yearsEducation: high_schoolSkills: ["Client relationship building","Customer service","Interpersonal skills","Proactive communication","Recommendation skills"]

Serve as a client-facing banker who builds trusted relationships through proactive outreach and consistent follow-up across in-person, by-appointment, and virtual channels. Assess customers’ banking needs, recommend appropriate deposit and loan solutions, and provide an optimal client experience by greeting clients, completing transactions, and processing service requests. Open new accounts, submit credit applications, and educate clients on digital and self-service tools while partnering with branch teams to deliver operational accuracy.

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FursaFursa
U.S. Bancorp
U.S. Bancorp
5 days ago

Float Client Relationship Consultant 4 (Banker) - Rancho Bernardo, CA

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Source: Company careers pageValidated by: Fursa AI
Last checked: 2 days agoStatus: Live

Job Summary

Serve as a client-facing banker who builds trusted relationships through proactive outreach and consistent follow-up across in-person, by-appointment, and virtual channels. Assess customers’ banking needs, recommend appropriate deposit and loan solutions, and provide an optimal client experience by greeting clients, completing transactions, and processing service requests. Open new accounts, submit credit applications, and educate clients on digital and self-service tools while partnering with branch teams to deliver operational accuracy.
Location: San Diego
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, asking questions to understand financial needs and channel preferences.
  • •Maintain working knowledge of consumer and business banking products, including digital products and services, and provide counsel that fits customers’ goals.
  • •Deliver a consistent client experience, including greeting clients and processing basic transactions accurately.
  • •Open new consumer and business accounts, complete service requests, and submit credit applications.
  • •Educate clients on emerging and self-service digital products to support their banking needs.

Pay and Benefits

Salary: USD 30.9 - 37.76
Perks:Health InsuranceDentalVision401kPaid LeaveParental LeaveLife Insurance

Key Requirements

  • •High school diploma or equivalent.
  • •Typically five or more years of job-related retail banking experience, or a combination of experience and commensurate training.
  • •Complete NMLS registration under the SAFE Act and Regulation Z, including passing required registration checks.
  • •Provide at least 10 or more hours of driving per week.
  • •Ability to work from a U.S. Bank location for all scheduled work days.
Experience:5+ yearsRetail bankingFinancial services
Education:High School
Skills:Client relationship buildingCustomer serviceInterpersonal skillsProactive communicationRecommendation skills
Certifications:NMLS
Tech Stack:Digital 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
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