U.S. Bancorp

3 days ago

Client Relationship Consultant 3 (Banker) - Broadway - Sonoma, CA

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 23 hours agoStatus: Live

Job Summary

Build trusted relationships with retail and business customers by engaging them in-person, by appointment, and virtually. Assess customer banking needs, gather and process account information, and recommend deposit and loan products aligned to each customer’s goals. Provide an optimal client experience through basic transaction processing, proactive outreach, education on digital self-service tools, and coordination with branch partners. Complete account openings, service requests, and credit applications while maintaining operational accuracy.

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 in-person, appointment, and virtual channels.
•Assess customer needs, gather and process customer and account information, and recommend deposit and loan solutions aligned to customer goals.
•Maintain knowledge of consumer and business banking products, including digital products and self-service technologies.
•Deliver consistent client experience by greeting clients and processing basic transactions with operational excellence and accuracy.
•Open consumer and business accounts, complete service requests, and submit credit applications while educating clients on emerging digital offerings.

Pay and Benefits

Salary: 27.22 - 33.26 hourly

Perks:Health InsuranceLife InsuranceDisability401kRetirementPaid LeavePaid HolidaysAdoption AssistanceParental Leave

Key Requirements

•High school diploma or equivalent.
•Typically requires 4 to 5 years of job-related retail banking experience (or a combination of experience and training).
•Demonstrated ability to build and foster client relationships through proactive outreach and follow up.
•Ability to engage and communicate effectively with clients to identify needs and make appropriate recommendations.
•Thorough knowledge of bank and branch policies, procedures, and support systems, plus retail products and services.

Experience:4-5 yearsRetail bankingFinancial services

Education:High School

Skills: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

Glassdoor: 3.8

Website LinkedIn Glassdoor

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U.S. Bancorp

3 days ago

Client Relationship Consultant 3 (Banker) - Broadway - Sonoma, CA

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 23 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 through proactive outreach and follow up across in-person, appointment, and virtual channels.
•Assess customer needs, gather and process customer and account information, and recommend deposit and loan solutions aligned to customer goals.
•Maintain knowledge of consumer and business banking products, including digital products and self-service technologies.
•Deliver consistent client experience by greeting clients and processing basic transactions with operational excellence and accuracy.
•Open consumer and business accounts, complete service requests, and submit credit applications while educating clients on emerging digital offerings.

Pay and Benefits

Salary: 27.22 - 33.26 hourly

Perks:Health InsuranceLife InsuranceDisability401kRetirementPaid LeavePaid HolidaysAdoption AssistanceParental Leave

Key Requirements

•High school diploma or equivalent.
•Typically requires 4 to 5 years of job-related retail banking experience (or a combination of experience and training).
•Demonstrated ability to build and foster client relationships through proactive outreach and follow up.
•Ability to engage and communicate effectively with clients to identify needs and make appropriate recommendations.
•Thorough knowledge of bank and branch policies, procedures, and support systems, plus retail products and services.

Experience:4-5 yearsRetail bankingFinancial services

Education:High School

Skills:Relationship buildingProactive outreachCommunicationCustomer serviceInterpersonal skills

Certifications:NMLS registrationNMLS

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