Client Relationship Consultant 2 (Banker) - Hermosa Beach, CA (20hrs)

U.S. Bancorp
United States
Workplace: OnsitePart timeUSD 23.19 - 28.35Function: Customer Success & Account ManagementExperience: 3-4 yearsEducation: high_schoolSkills: ["Customer service","Interpersonal skills","Relationship building","Communication","Recommendation skills"]

Build and foster trusted client relationships through proactive outreach, follow-up, and multi-channel engagement. Assess clients’ banking needs and preferences, maintain product knowledge across deposit, loan, and digital/self-service offerings, and recommend solutions aligned with client goals. Provide an optimal client experience by greeting clients, processing basic transactions, opening accounts, handling service requests, and supporting credit applications while partnering with branch teams to drive accuracy and operational excellence.

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

Client Relationship Consultant 2 (Banker) - Hermosa Beach, CA (20hrs)

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

Job Summary

Build and foster trusted client relationships through proactive outreach, follow-up, and multi-channel engagement. Assess clients’ banking needs and preferences, maintain product knowledge across deposit, loan, and digital/self-service offerings, and recommend solutions aligned with client goals. Provide an optimal client experience by greeting clients, processing basic transactions, opening accounts, handling service requests, and supporting credit applications while partnering with branch teams to drive accuracy and operational excellence.
Location: United States
Workplace: Onsite
Employment Type: Part time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Build and foster client relationships through proactive outreach and follow-up via in-person, appointment, and virtual channels.
  • •Assess and address customers’ banking needs and preferences, engaging effectively and recommending solutions based on client goals.
  • •Maintain working knowledge of consumer and business banking products and services, including digital products, and educate clients on self-service options.
  • •Provide an optimal client experience by greeting clients, processing basic transactions, opening consumer and business accounts, and completing service requests.
  • •Submit credit applications and develop collaborative partnerships with branch team members and partners to best serve clients.

Pay and Benefits

Salary: USD 23.19 - 28.35
Perks:Health InsuranceDentalVisionLife InsuranceDisability Insurance401kPaid LeavePaid HolidayParental 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 commensurate training.
  • •Proven ability to build and foster relationships through proactive outreach and follow-up.
  • •Ability to effectively engage and communicate with clients and identify their needs using a digital-first mindset.
  • •Thorough knowledge of applicable bank/branch policies, procedures, and support systems, with strong customer service and interpersonal skills.
Experience:3-4 yearsRetail banking
Education:High School
Skills:Customer serviceInterpersonal skillsRelationship buildingCommunicationRecommendation 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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