Client Relationship Consultant 4 (Banker) - Manhattan Beach, CA

U.S. Bancorp
California
Workplace: OnsiteFull timeUSD 30.9 - 37.76Function: Customer Success & Account ManagementEducation: high_schoolSkills: ["Relationship-building","Customer service","Communication","Recommendations","Interpersonal skills"]

Build strong relationships with consumer and business customers through proactive outreach, follow-up, and multi-channel engagement (in person, appointment, and virtual). Assess customer needs, provide tailored guidance across deposit and loan products, and recommend solutions aligned to goals. Open accounts, process requests, support credit applications, and educate customers on digital and self-service tools to deliver an exceptional, accurate client experience.

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

Client Relationship Consultant 4 (Banker) - Manhattan Beach, CA

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 6 hours agoStatus: Live

Job Summary

Build strong relationships with consumer and business customers through proactive outreach, follow-up, and multi-channel engagement (in person, appointment, and virtual). Assess customer needs, provide tailored guidance across deposit and loan products, and recommend solutions aligned to goals. Open accounts, process requests, support credit applications, and educate customers on digital and self-service tools to deliver an exceptional, accurate client experience.
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, asking questions to understand financial needs and channel preferences.
  • •Identify solutions for new and existing clients by engaging and communicating effectively, and maintain working knowledge of consumer and business banking products and services.
  • •Provide an optimal client experience including greeting clients and processing basic transactions.
  • •Open new consumer and business accounts, complete service requests, and submit credit applications.
  • •Proactively educate clients on emerging and self-service digital products and services to meet their financial needs.

Pay and Benefits

Salary: USD 30.9 - 37.76
Perks:Health InsuranceDentalVisionLife InsuranceLong-term DisabilityParental Leave401kPaid LeavePaid HolidaysAdoption AssistancePension

Key Requirements

  • •High school diploma or equivalent.
  • •Typically 5+ years of job-related retail banking experience (or combination of experience and commensurate training).
  • •Proven ability to build and foster relationships with clients through proactive outreach and follow up.
  • •Advanced knowledge of applicable bank and branch policies, procedures, and support systems.
  • •Ability to effectively engage and communicate with clients, including strong customer service and interpersonal skills.
Experience:Retail bankingFinancial services
Education:High School
Skills:Relationship-buildingCustomer serviceCommunicationRecommendationsInterpersonal skills
Licenses:NMLS 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
Glassdoor: 3.8
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