Client Relationship Consultant 2 (Banker) -San Marino, CA (30hrs) - Bilingual Mandarin and English

U.S. Bancorp
San Marino
Workplace: OnsiteFull timeUSD 23.19 - 28.35Function: Customer Success & Account ManagementExperience: 3-4 yearsEducation: high_schoolSkills: ["Relationship building","Customer service","Interpersonal communication","Client engagement","Recommendation skills"]

Build trusted relationships with retail and business customers by engaging them across in-person, appointment, and virtual channels. Assess customer needs, maintain consumer and business banking knowledge (including digital products), and recommend deposit and loan solutions aligned to individual goals. Process basic transactions, open accounts, handle service requests, and educate clients on emerging self-service and digital tools while delivering an accurate, consistent client experience.

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FursaFursa
U.S. Bancorp
U.S. Bancorp
1 day ago

Client Relationship Consultant 2 (Banker) -San Marino, CA (30hrs) - Bilingual Mandarin and English

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Source: Company careers pageValidated by: Fursa AI
Last checked: 4 hours agoStatus: Live

Job Summary

Build trusted relationships with retail and business customers by engaging them across in-person, appointment, and virtual channels. Assess customer needs, maintain consumer and business banking knowledge (including digital products), and recommend deposit and loan solutions aligned to individual goals. Process basic transactions, open accounts, handle service requests, and educate clients on emerging self-service and digital tools while delivering an accurate, consistent client experience.
Location: San Marino
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Engage customers across multiple channels and deliver an optimal, consistent client experience.
  • •Assess banking needs, obtain and process account information, and recommend appropriate deposit and loan solutions.
  • •Build client relationships through proactive outreach, follow up, and ongoing discovery of customer goals and banking preferences.
  • •Open new consumer and business accounts, complete service requests, and submit credit applications.
  • •Educate clients on emerging and self-service digital products to help meet their financial needs.

Pay and Benefits

Salary: USD 23.19 - 28.35
Perks:Health InsuranceDentalVision401kLife InsuranceParental LeavePaid LeavePaid HolidayRetirement

Key Requirements

  • •High school diploma or equivalent.
  • •Typically 3 to 4 years of job-related retail banking experience (or combination of experience and commensurate training).
  • •Build and foster client relationships through proactive outreach and follow up.
  • •Use and demonstrate digital products and self-service technologies; operate with a digital-first mindset to identify customer needs.
  • •This position requires NMLS registration under the S.A.F.E. Act of 2008 and Regulation Z, including a criminal background and credit check.
Experience:3-4 yearsFinancial servicesRetail banking
Education:High School
Skills:Relationship buildingCustomer serviceInterpersonal communicationClient engagementRecommendation skills
Certifications:NMLS registration
Languages:MandarinEnglish

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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