U.S. Bancorp

6 days ago

Client Relationship Consultant 2-4 (Banker) - San Jose Area, CA

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 5 hours agoStatus: Live

Job Summary

Build strong customer relationships across in-person, appointment, and virtual channels using a digital-first approach. Assess customers’ banking needs, gather and process account information, and recommend deposit and loan solutions that match their goals. Provide an excellent in-branch experience, open consumer and business accounts, complete service requests, submit credit applications, and educate clients on emerging self-service digital products, collaborating with branch partners to deliver operational excellence.

Location: San Jose, Santa Clara, Cupertino, Sunnyvale

Workplace: Onsite

Employment Type: Full time

Job Function: Customer Success & Account Management

Seniority: Mid level

Key Responsibilities

•Build and foster client relationships through proactive outreach and follow-up across in-person, by-appointment, and virtual channels.
•Assess customers’ needs, obtain and process customer and account information, and recommend deposit and loan solutions aligned to customer goals.
•Maintain working knowledge of consumer and business banking products and services, including digital products and services.
•Provide consistent client experience including greeting clients and processing basic transactions, collaborating with branch team members and partners.
•Open new consumer and business accounts, complete service requests, submit credit applications, and educate clients on emerging self-service digital products.

Pay and Benefits

Salary: USD 24.92 - 30.46

Perks:Health InsuranceDentalVisionLife InsuranceDisabilityParental Leave401kPaid LeavePaid HolidaysAdoption Assistance

Key Requirements

•High school diploma or equivalent.
•Typically 3–4 years (Consultant 2), 4–5 years (Consultant 3), or 5+ years (Consultant 4) of job-related retail banking experience, or a combination of experience and commensurate training.
•Proven ability to build and foster relationships with clients through proactive outreach and follow-up.
•Proven customer service and interpersonal skills with the ability to effectively engage and communicate with clients.
•Experience using and demonstrating digital products and self-service technologies, and the ability to explore and identify a customer’s true needs while leveraging a digital-first mindset.

Experience:3-5 yearsRetail bankingFinancial services

Education:High School

Skills:Customer serviceInterpersonal skillsCommunicationRelationship-buildingProactive outreach

Licenses:NMLS registrationSAFE Act of 2008Regulation Z

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

6 days ago

Client Relationship Consultant 2-4 (Banker) - San Jose Area, CA

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 5 hours agoStatus: Live

Job Summary

Location: San Jose, Santa Clara, Cupertino, Sunnyvale

Workplace: Onsite

Employment Type: Full time

Job Function: Customer Success & Account Management

Seniority: Mid level

Key Responsibilities

•Build and foster client relationships through proactive outreach and follow-up across in-person, by-appointment, and virtual channels.
•Assess customers’ needs, obtain and process customer and account information, and recommend deposit and loan solutions aligned to customer goals.
•Maintain working knowledge of consumer and business banking products and services, including digital products and services.
•Provide consistent client experience including greeting clients and processing basic transactions, collaborating with branch team members and partners.
•Open new consumer and business accounts, complete service requests, submit credit applications, and educate clients on emerging self-service digital products.

Pay and Benefits

Salary: USD 24.92 - 30.46

Perks:Health InsuranceDentalVisionLife InsuranceDisabilityParental Leave401kPaid LeavePaid HolidaysAdoption Assistance

Key Requirements

•High school diploma or equivalent.
•Typically 3–4 years (Consultant 2), 4–5 years (Consultant 3), or 5+ years (Consultant 4) of job-related retail banking experience, or a combination of experience and commensurate training.
•Proven ability to build and foster relationships with clients through proactive outreach and follow-up.
•Proven customer service and interpersonal skills with the ability to effectively engage and communicate with clients.
•Experience using and demonstrating digital products and self-service technologies, and the ability to explore and identify a customer’s true needs while leveraging a digital-first mindset.

Experience:3-5 yearsRetail bankingFinancial services

Education:High School

Skills:Customer serviceInterpersonal skillsCommunicationRelationship-buildingProactive outreach

Licenses:NMLS registrationSAFE Act of 2008Regulation Z

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