3 days ago

Client Relationship Consultant 2 (Banker) - Santa Barbara Main - Santa Barbara, CA

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 7 hours agoStatus: Live

Job Summary

Build strong relationships with consumer and business customers through proactive outreach and follow-up, using in-person, by-appointment, and virtual channels. Assess customers’ banking needs and recommend deposit and loan solutions aligned to their goals, while maintaining knowledge of digital products. Deliver an optimal client experience by greeting customers, processing basic transactions, opening accounts, completing service requests, and submitting credit applications.

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 via proactive outreach and follow-up, learning customers’ needs and preferred banking channels.
•Recommend solutions for new and existing clients based on their unique goals, leveraging consumer and business banking product knowledge.
•Provide an optimal client experience, including greeting clients and processing basic transactions.
•Open new consumer and business accounts, complete service requests, and submit credit applications.
•Educate clients on emerging and self-service digital products and technologies to meet their financial needs.

Pay and Benefits

Salary: USD 23.19 - 28.35

Perks:Health Insurance401kPaid LeavePaid HolidaysParental Leave

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).
•Ability to build and foster client relationships through proactive outreach and follow-up.
•Effective client engagement and communication skills.
•Ability to demonstrate and use digital products and self-service technologies in a digital-first mindset.

Experience:Financial servicesRetail banking

Education:High School

Skills:Customer serviceInterpersonal skillsCommunicationRelationship buildingProactive problem-solving

Licenses:NMLS registration

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 2 (Banker) - Santa Barbara Main - Santa Barbara, CA

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 7 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 via proactive outreach and follow-up, learning customers’ needs and preferred banking channels.
•Recommend solutions for new and existing clients based on their unique goals, leveraging consumer and business banking product knowledge.
•Provide an optimal client experience, including greeting clients and processing basic transactions.
•Open new consumer and business accounts, complete service requests, and submit credit applications.
•Educate clients on emerging and self-service digital products and technologies to meet their financial needs.

Pay and Benefits

Salary: USD 23.19 - 28.35

Perks:Health Insurance401kPaid LeavePaid HolidaysParental Leave

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).
•Ability to build and foster client relationships through proactive outreach and follow-up.
•Effective client engagement and communication skills.
•Ability to demonstrate and use digital products and self-service technologies in a digital-first mindset.

Experience:Financial servicesRetail banking

Education:High School

Skills:Customer serviceInterpersonal skillsCommunicationRelationship buildingProactive problem-solving

Licenses:NMLS registration

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