Client Relationship Consultant 3 (Banker) - Rohnert Park, CA (37 hrs) Bilingual English & Spanish

U.S. Bancorp
California
Workplace: OnsiteFull timeUSD 27.22 - 33.26Function: Customer Success & Account ManagementExperience: 4-5 yearsEducation: high_schoolSkills: ["Customer service","Interpersonal skills","Proactive communication","Relationship building","Making recommendations"]

Build trusted relationships with retail and business customers by engaging them in person, by appointment, and virtually. Assess customer needs, gather and process account information, and recommend deposit and loan solutions aligned to each customer’s goals. Provide an optimal client experience, educate customers on digital and self-service tools, and partner with branch teams to open accounts, complete service requests, and support credit applications with operational accuracy.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
U.S. Bancorp
U.S. Bancorp
2 months ago

Client Relationship Consultant 3 (Banker) - Rohnert Park, CA (37 hrs) Bilingual English & Spanish

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 24 days agoStatus: Live

Job Summary

Build trusted relationships with retail and business customers by engaging them in person, by appointment, and virtually. Assess customer needs, gather and process account information, and recommend deposit and loan solutions aligned to each customer’s goals. Provide an optimal client experience, educate customers on digital and self-service tools, and partner with branch teams to open accounts, complete service requests, and support credit applications with operational accuracy.
Location: California
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 across in-person, appointment, and virtual channels.
  • •Assess customer banking needs, obtain/process customer and account information, and recommend deposit and loan products and services.
  • •Maintain knowledge of consumer and business banking offerings, including digital products, and ensure a consistent optimal client experience.
  • •Greet clients and process basic transactions; develop partnerships with branch team members and partners to best serve customers.
  • •Open consumer and business accounts, complete service requests, submit credit applications, and educate customers on emerging and self-service digital tools.

Pay and Benefits

Salary: USD 27.22 - 33.26
Perks:Health InsuranceDentalVisionLife Insurance401kPaid LeaveParental Leave

Key Requirements

  • •High school diploma or equivalent.
  • •Typically 4–5 years of job-related retail banking experience (or a combination of experience and training).
  • •Business-level proficiency in Spanish (read, write, and speak).
  • •Knowledge of applicable bank and branch policies, procedures, and support systems.
  • •Proven customer service and interpersonal skills, with ability to build client relationships through proactive outreach and follow-up.
Experience:4-5 yearsRetail bankingFinancial services
Education:High School
Skills:Customer serviceInterpersonal skillsProactive communicationRelationship buildingMaking recommendations
Licenses:NMLS registration
Languages:EnglishSpanish
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
Glassdoor: 3.8
WebsiteLinkedInGlassdoor