Client Relationship Consultant 2 (Banker) - Alturas, CA

U.S. Bancorp
California
Workplace: OnsiteFull timeUSD 21.68 - 26.5Function: Customer Success & Account ManagementExperience: 3-4 yearsEducation: high_schoolSkills: ["Client relationship building","Proactive outreach","Communication","Customer service","Interpersonal skills"]

Build and strengthen client relationships through proactive outreach and follow-up, engaging customers in-person, by appointment, and virtually while supporting a digital-first experience. Assess client banking needs, recommend deposit and loan products, and educate customers on self-service digital tools. Provide an optimal client experience by greeting customers, processing basic transactions, opening accounts, completing service requests, and submitting credit applications. Partner with branch teams and leverage resources and technologies to ensure accuracy and operational excellence.

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

Client Relationship Consultant 2 (Banker) - Alturas, 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 and strengthen client relationships through proactive outreach and follow-up, engaging customers in-person, by appointment, and virtually while supporting a digital-first experience. Assess client banking needs, recommend deposit and loan products, and educate customers on self-service digital tools. Provide an optimal client experience by greeting customers, processing basic transactions, opening accounts, completing service requests, and submitting credit applications. Partner with branch teams and leverage resources and technologies to ensure accuracy and operational excellence.
Location: California
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Builds and fosters client relationships through proactive outreach and follow-up across in-person, appointment, and virtual channels.
  • •Assesses clients’ needs, gathers and processes customer and account information, and recommends solutions aligned to goals.
  • •Maintains knowledge of consumer and business banking products and services, including digital products and self-service tools.
  • •Provides consistent client experience by greeting clients and processing basic transactions.
  • •Opens consumer and business accounts, completes service requests, and submits credit applications.

Pay and Benefits

Salary: USD 21.68 - 26.5
Perks:Health InsuranceDentalVisionLife InsuranceLong-term DisabilityParental Leave401kRetirementPaid LeavePaid HolidaysAdoption Assistance

Key Requirements

  • •High school diploma or equivalent.
  • •Typically 3 to 4 years of job-related, retail banking experience or a combination of experience and commensurate training.
  • •Proven ability to build and foster relationships with clients through proactive outreach and follow-up.
  • •Ability to effectively engage and communicate with clients.
  • •Thorough knowledge of applicable bank and branch policies, procedures, and support systems.
Experience:3-4 yearsRetail bankingFinancial services
Education:High School
Skills:Client relationship buildingProactive outreachCommunicationCustomer serviceInterpersonal skills
Certifications:NMLS registrationNMLS

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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