Client Relationship Consultant 3 (Banker) - Maywood, CA

U.S. Bancorp
United States
Workplace: OnsiteFull timeUSD 27.22 - 33.26 hourlyFunction: Customer Success & Account ManagementExperience: 4-5 yearsEducation: high_schoolSkills: ["Customer service","Interpersonal skills","Relationship building","Communication","Recommendation skills"]

Build and foster client relationships through proactive outreach and consistent follow-up, engaging customers in-person, by appointment, and virtually. Assess clients’ banking needs and channel preferences, then recommend and educate on deposit and loan products, including digital and self-service options. Provide an optimal client experience by processing basic transactions, opening accounts, completing service requests, and submitting credit applications. Partner with branch teams to deliver operational excellence and accuracy.

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

Client Relationship Consultant 3 (Banker) - Maywood, CA

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

Job Summary

Build and foster client relationships through proactive outreach and consistent follow-up, engaging customers in-person, by appointment, and virtually. Assess clients’ banking needs and channel preferences, then recommend and educate on deposit and loan products, including digital and self-service options. Provide an optimal client experience by processing basic transactions, opening accounts, completing service requests, and submitting credit applications. Partner with branch teams to deliver operational excellence and accuracy.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Build and maintain client relationships via proactive outreach and follow-up across in-person, appointment, and virtual channels.
  • •Assess customer needs and preferences, then identify solutions for new and existing clients through effective engagement and communication.
  • •Maintain working knowledge of consumer and business banking products and provide education on deposit and loan products, including digital and self-service options.
  • •Provide consistent client service by greeting clients, processing basic transactions, and completing service requests.
  • •Open new consumer and business accounts and submit credit applications; partner with branch team members to best serve clients.

Pay and Benefits

Salary: USD 27.22 - 33.26 hourly
Perks:Health InsuranceDentalVision401kRetirementLife InsuranceDisability InsuranceParental LeavePaid LeavePaid HolidayAdoption Assistance

Key Requirements

  • •High school diploma or equivalent.
  • •Typically 4 to 5 years of retail banking experience, or a combination of experience and training.
  • •NMLS registration under the S.A.F.E. Act of 2008 and Regulation Z, including criminal background and credit check requirements.
  • •Proven ability to build and foster relationships with clients through proactive outreach and follow up.
  • •Ability to effectively engage and communicate with clients and make appropriate recommendations that meet customer needs reactively and proactively.
Experience:4-5 yearsRetail bankingFinancial services
Education:High School
Skills:Customer serviceInterpersonal skillsRelationship buildingCommunicationRecommendation skills
Certifications: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
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