Client Relationship Consultant 2 (Banker) - Tully - Modesto, CA

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

Build trusted relationships with consumer and business customers by engaging them in person, by appointment, and virtually. Assess customers’ banking needs, educate them on deposit and loan products (including digital and self-service options), and recommend solutions aligned to their goals. Provide an excellent customer experience, process basic transactions, open accounts, complete service requests, and submit credit applications. Work from a U.S. Bank location and collaborate with branch teams.

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

Client Relationship Consultant 2 (Banker) - Tully - Modesto, CA

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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 consumer and business customers by engaging them in person, by appointment, and virtually. Assess customers’ banking needs, educate them on deposit and loan products (including digital and self-service options), and recommend solutions aligned to their goals. Provide an excellent customer experience, process basic transactions, open accounts, complete service requests, and submit credit applications. Work from a U.S. Bank location and collaborate with branch teams.
Location: California
Workplace: Onsite
Employment Type: Full time
Job Function: Sales
Seniority: Mid level

Key Responsibilities

  • •Engage customers through multiple channels (in-person, by appointment, and virtually) with a digital-first mindset.
  • •Assess customer banking needs, obtain and process account information, and recommend deposit and loan solutions aligned to goals.
  • •Proactively educate customers on emerging and self-service digital products to support their financial needs.
  • •Process basic transactions, open consumer and business accounts, complete service requests, and submit credit applications.
  • •Maintain knowledge of consumer and business banking products and partner with branch team members to deliver an optimal client experience.

Pay and Benefits

Salary: USD 21.68 - 26.5
Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid LeavePaid HolidaysParental LeaveAdoption 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.
  • •Proven ability to build and foster customer relationships through proactive outreach and follow-up.
  • •Ability to effectively engage and communicate with customers.
  • •Thorough knowledge of applicable bank and branch policies, procedures, and support systems.
Experience:3-4 yearsRetail banking
Education:High School
Skills:Customer serviceInterpersonal skillsRelationship buildingCommunicationProactive outreach
Licenses:NMLS registration (S.A.F.E. Act of 2008)Regulation Z
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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Glassdoor: 3.8
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