Client Relationship Consultant 2 (Banker) - Castro Valley, CA

U.S. Bancorp
United States
Workplace: OnsiteFull timeUSD 24.92 - 30.46 hourlyFunction: Customer Success & Account ManagementEducation: high_schoolSkills: ["Client relationship building","Proactive follow-up","Communication","Customer service","Interpersonal skills"]

Build and maintain strong relationships with retail and business customers through proactive outreach across in-person, appointment, and virtual channels. Assess customer banking needs, recommend deposit and loan solutions, and help clients complete account openings, service requests, and credit applications. Educate customers on digital and self-service products to deliver a consistent, high-quality client experience with branch partners, while meeting NMLS registration requirements.

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FursaFursa
U.S. Bancorp
U.S. Bancorp
2 days ago

Client Relationship Consultant 2 (Banker) - Castro Valley, CA

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 20 hours agoStatus: Live

Job Summary

Build and maintain strong relationships with retail and business customers through proactive outreach across in-person, appointment, and virtual channels. Assess customer banking needs, recommend deposit and loan solutions, and help clients complete account openings, service requests, and credit applications. Educate customers on digital and self-service products to deliver a consistent, high-quality client experience with branch partners, while meeting NMLS registration requirements.
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 through proactive outreach and follow up across channels.
  • •Assess customer needs, engage and communicate effectively, and recommend solutions aligned to customer goals.
  • •Maintain working knowledge of consumer and business banking products and services, including digital offerings.
  • •Provide an optimal client experience by greeting clients and processing basic transactions, service requests, and account openings.
  • •Open new consumer and business accounts, complete service requests, submit credit applications, and educate clients on emerging digital and self-service tools.

Pay and Benefits

Salary: USD 24.92 - 30.46 hourly
Perks:Health InsuranceDentalVision401kLife InsuranceDisability InsurancePaid LeavePaid HolidaysParental LeaveAdoption Assistance

Key Requirements

  • •High school diploma or equivalent.
  • •Typically 3 to 4 years of job-related retail banking experience (or equivalent combination of experience and training).
  • •Ability to build and foster client relationships through proactive outreach and follow up.
  • •Ability to effectively engage and communicate with customers.
  • •Thorough knowledge of applicable bank and branch policies, procedures, and support systems.
Experience:Financial services industry
Education:High School
Skills:Client relationship buildingProactive follow-upCommunicationCustomer serviceInterpersonal skills
Certifications:NMLS registration
Tech Stack:Digital productsSelf-service technologies

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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