U.S. Bancorp

2 weeks 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: 8 hours 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: United States

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: 3.8

Website LinkedIn Glassdoor

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U.S. Bancorp

2 weeks 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: 8 hours agoStatus: Live

Job Summary

Location: United States

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

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: 3.8

Website LinkedIn Glassdoor