Float Client Relationship Consultant 3 (Banker) - Las Tunas, CA (36hrs)

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

Build and nurture client relationships through proactive outreach, follow-ups, and multi-channel communication. Assess customer banking needs, recommend deposit and loan solutions, and maintain strong knowledge of consumer and business banking products, including digital and self-service tools. Process basic transactions, open new accounts, complete service requests, and support branch partners to deliver an accurate, optimal client experience while meeting NMLS registration requirements.

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FursaFursa
U.S. Bancorp
U.S. Bancorp
4 days ago

Float Client Relationship Consultant 3 (Banker) - Las Tunas, CA (36hrs)

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

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

Job Summary

Build and nurture client relationships through proactive outreach, follow-ups, and multi-channel communication. Assess customer banking needs, recommend deposit and loan solutions, and maintain strong knowledge of consumer and business banking products, including digital and self-service tools. Process basic transactions, open new accounts, complete service requests, and support branch partners to deliver an accurate, optimal client experience while meeting NMLS registration requirements.
Location: California
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Build and foster client relationships via proactive outreach and follow up, learning customers’ needs and preferred banking channels.
  • •Identify solutions for new and existing clients by effectively engaging and communicating with them.
  • •Maintain working knowledge of consumer and business banking products and services, including digital products and services.
  • •Provide consistent client experience by greeting clients and processing basic transactions, service requests, and account openings.
  • •Proactively educate clients on emerging and self-service digital products to support their financial needs and operational excellence.
Travel: Low travel

Pay and Benefits

Salary: USD 27.22 - 33.26 hourly
Perks:Health InsuranceDentalVision401kLife InsurancePaid LeavePaid HolidayParental Leave

Key Requirements

  • •High school diploma or equivalent.
  • •Typically 4 to 5 years of job-related retail banking experience, or a combination of experience and training.
  • •Ability to build and foster client relationships through proactive outreach and follow up.
  • •Thorough knowledge of applicable bank and branch policies, procedures, and support systems.
  • •Ability to effectively engage and communicate with clients and demonstrate digital products and self-service technologies.
Experience:4-5 yearsFinancial services
Education:High School
Skills:Customer serviceInterpersonal skillsRelationship buildingCommunicationRecommendations

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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