Client Relationship Consultant 2 (Banker) - Mira Loma, CA (30hrs)

U.S. Bancorp
California
Workplace: OnsiteFull timeUSD 21.68 - 26.5Function: Customer Success & Account ManagementExperience: 3-4 yearsEducation: high_schoolSkills: ["Customer service","Interpersonal skills","Communication","Relationship building","Proactive outreach"]

Build trusted relationships with consumers and business customers through in-person, appointment, and virtual engagement. Assess banking needs, gather and process customer/account information, and educate clients on deposit and loan products and digital self-service options. Recommend solutions aligned to customer goals, complete service requests, open accounts, and submit credit applications while partnering with branch teams to deliver an accurate, high-quality client experience.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
U.S. Bancorp
U.S. Bancorp
1 month ago

Client Relationship Consultant 2 (Banker) - Mira Loma, CA (30hrs)

âś“ Verified Job

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 25 days agoStatus: Live

Job Summary

Build trusted relationships with consumers and business customers through in-person, appointment, and virtual engagement. Assess banking needs, gather and process customer/account information, and educate clients on deposit and loan products and digital self-service options. Recommend solutions aligned to customer goals, complete service requests, open accounts, and submit credit applications while partnering with branch teams to deliver an accurate, high-quality client experience.
Location: California
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Foster client relationships by engaging customers across multiple channels while adapting a digital-first mindset
  • •Assess customers’ banking needs, obtain and process customer and account information, and recommend solutions based on individual goals
  • •Maintain knowledge of consumer and business banking products and services, including digital products and self-service options
  • •Provide an optimal client experience by greeting clients and processing basic transactions
  • •Open new consumer and business accounts, complete service requests, and submit credit applications

Pay and Benefits

Salary: USD 21.68 - 26.5
Perks:Health InsuranceDentalVisionLife InsuranceDisabilityParental Leave401kRetirementPaid LeavePaid HolidayAdoption 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 commensurate training)
  • •Proven ability to build and foster client relationships through proactive outreach and follow-up
  • •Ability to effectively engage and communicate with clients
  • •Thorough knowledge of applicable bank and branch policies, procedures, and support systems
Experience:3-4 yearsFinancial services
Education:High School
Skills:Customer serviceInterpersonal skillsCommunicationRelationship buildingProactive outreach
Certifications: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
Glassdoor: 3.8
WebsiteLinkedInGlassdoor