U.S. Bancorp

4 weeks ago

Client Relationship Consultant 3 (Banker) - San Rafael, CA

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 21 hours agoStatus: Live

Job Summary

Build trusted relationships with retail and business banking customers through proactive outreach, follow-up, and multi-channel engagement (in person, by appointment, and virtually). Assess customer needs, process information, recommend deposit and loan solutions, and open accounts while completing service requests and credit applications. Maintain strong knowledge of consumer/business and digital products, educate customers on self-service tools, and partner with branch teams to deliver an accurate, high-quality client experience.

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 via proactive outreach and follow-up across in-person, appointment, and virtual channels.
•Assess banking needs, obtain/process customer and account information, and recommend deposit and loan products aligned to customer goals.
•Maintain knowledge of consumer and business banking products and digital/self-service offerings and educate customers on emerging digital tools.
•Provide consistent client experience by greeting customers and processing basic transactions, while using resources and technologies with operational accuracy.
•Open new consumer and business accounts, complete service requests, and submit credit applications; collaborate with branch team members to serve clients.

Pay and Benefits

Salary: USD 29.08 - 35.54

Perks:Health InsuranceDentalVisionLife InsuranceLong-term DisabilityParental Leave401kPaid LeavePaid HolidaysAdoption Assistance

Key Requirements

•High school diploma or equivalent.
•Typically 4 to 5 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, support systems, and all retail products and services.

Experience:4-5 yearsFinancial servicesRetail banking

Education:High School

Skills:Customer serviceInterpersonal skillsRelationship buildingCommunicationRecommendations

Certifications:NMLS registrationSAFE Act registration

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

4 weeks ago

Client Relationship Consultant 3 (Banker) - San Rafael, CA

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 21 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 via proactive outreach and follow-up across in-person, appointment, and virtual channels.
•Assess banking needs, obtain/process customer and account information, and recommend deposit and loan products aligned to customer goals.
•Maintain knowledge of consumer and business banking products and digital/self-service offerings and educate customers on emerging digital tools.
•Provide consistent client experience by greeting customers and processing basic transactions, while using resources and technologies with operational accuracy.
•Open new consumer and business accounts, complete service requests, and submit credit applications; collaborate with branch team members to serve clients.

Pay and Benefits

Salary: USD 29.08 - 35.54

Perks:Health InsuranceDentalVisionLife InsuranceLong-term DisabilityParental Leave401kPaid LeavePaid HolidaysAdoption Assistance

Key Requirements

•High school diploma or equivalent.
•Typically 4 to 5 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, support systems, and all retail products and services.

Experience:4-5 yearsFinancial servicesRetail banking

Education:High School

Skills:Customer serviceInterpersonal skillsRelationship buildingCommunicationRecommendations

Certifications:NMLS registrationSAFE Act registration

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