Client Relationship Consultant 2 (Banker) - Roseville, CA (38hrs)

U.S. Bancorp
California
Workplace: OnsiteFull timeUSD 23.19 - 28.35Function: SalesExperience: 3-4 yearsEducation: high_schoolSkills: ["Relationship building","Customer service","Interpersonal skills","Communication","Recommendation-making"]

Build strong relationships with consumer and business clients by engaging them in person and through virtual/appointment channels. Assess customer needs, recommend deposit and loan products, and help clients complete account openings, service requests, and credit applications. Maintain knowledge of banking policies and digital/self-service tools while delivering a consistent, high-quality client experience and collaborating with branch teams. Complete required NMLS registration under the SAFE Act and Regulation Z.

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

Client Relationship Consultant 2 (Banker) - Roseville, CA (38hrs)

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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 strong relationships with consumer and business clients by engaging them in person and through virtual/appointment channels. Assess customer needs, recommend deposit and loan products, and help clients complete account openings, service requests, and credit applications. Maintain knowledge of banking policies and digital/self-service tools while delivering a consistent, high-quality client experience and collaborating with branch teams. Complete required NMLS registration under the SAFE Act and Regulation Z.
Location: California
Workplace: Onsite
Employment Type: Full time
Job Function: Sales
Seniority: Mid level

Key Responsibilities

  • •Engage clients through in-person, by-appointment, and virtual channels to provide counsel and build trust
  • •Assess and respond to customers’ banking needs by asking questions, processing information, and recommending deposit and loan solutions
  • •Maintain knowledge of consumer and business banking products and services, including digital offerings
  • •Provide a consistent client experience by greeting clients and processing basic transactions
  • •Open new consumer and business accounts, complete service requests, submit credit applications, and educate clients on emerging digital/self-service tools

Pay and Benefits

Salary: USD 23.19 - 28.35
Perks:Health InsuranceDentalVisionLife InsuranceDisability401kRetirementPaid LeavePaid HolidaysAdoption AssistanceParental Leave

Key Requirements

  • •High school diploma or equivalent
  • •Typically 3 to 4 years of job-related retail banking experience (or 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 clients
  • •Must complete NMLS registration requirements under the SAFE Act of 2008 and Regulation Z, including required background and credit checks
Experience:3-4 yearsRetail bankingFinancial services
Education:High School
Skills:Relationship buildingCustomer serviceInterpersonal skillsCommunicationRecommendation-making
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
Glassdoor
Glassdoor: 3.8
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