Client Relationship Consultant 2 (Banker) - Orinda, CA

U.S. Bancorp
California
Workplace: OnsiteFull timeUSD 24.92 - 30.46Function: Customer Success & Account ManagementExperience: 3-4 yearsEducation: high_schoolSkills: ["Customer service","Interpersonal skills"]

Build and foster strong customer relationships through proactive outreach, follow-up, and multi-channel engagement (in-person, appointment, and virtual). Assess customers’ banking needs, recommend appropriate deposit and loan products, and educate clients on digital and self-service tools. Process basic transactions, open new consumer and business accounts, complete service requests, and submit credit applications while ensuring an optimal, accurate client experience through operational excellence.

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

Client Relationship Consultant 2 (Banker) - Orinda, 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 foster strong customer relationships through proactive outreach, follow-up, and multi-channel engagement (in-person, appointment, and virtual). Assess customers’ banking needs, recommend appropriate deposit and loan products, and educate clients on digital and self-service tools. Process basic transactions, open new consumer and business accounts, complete service requests, and submit credit applications while ensuring an optimal, accurate client experience through operational excellence.
Location: California
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Engage customers via in-person, appointment, and virtual channels to deliver best-possible counsel using a digital-first mindset
  • •Assess and attend to customers’ banking needs, obtaining and processing customer and account information to identify solutions
  • •Maintain working knowledge of consumer and business banking products and services, including digital products
  • •Provide an optimal client experience by greeting clients, processing basic transactions, and completing service requests
  • •Proactively educate clients on emerging and self-service digital products; open accounts for consumers and businesses and submit credit applications

Pay and Benefits

Salary: USD 24.92 - 30.46
Perks:Health InsuranceDentalVision401kPaid LeaveAdoption 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 training
  • •Ability to build and foster relationships with clients through proactive outreach and follow-up
  • •Thorough knowledge of applicable bank and branch policies, procedures, and support systems
  • •Ability to use and demonstrate digital products and self-service technologies
Experience:3-4 yearsFinancial services
Education:High School
Skills:Customer serviceInterpersonal skills
Licenses:NMLS registration (SAFE Act)

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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