Client Relationship Consultant 2 (Banker) - Hwy 111 - Indio, CA (35hrs)

U.S. Bancorp
California
Workplace: OnsiteFull timeUSD 21.68 - 26.5 hourlyFunction: Customer Success & Account ManagementExperience: 3-4 yearsEducation: high_schoolSkills: ["Customer service","Interpersonal skills","Relationship building","Communication","Proactive outreach"]

Build and maintain client relationships by proactively engaging customers in-person, by appointment, and virtually. Assess customer banking needs, gather and process account information, and educate clients on deposit and loan products. Recommend solutions aligned to each customer’s goals, open new accounts, complete service requests, and submit credit applications. Use a digital-first approach and collaborate with branch partners to deliver an accurate, optimal client experience.

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FursaFursa
U.S. Bancorp
U.S. Bancorp
1 month ago

Client Relationship Consultant 2 (Banker) - Hwy 111 - Indio, CA (35hrs)

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 22 days agoStatus: Live

Job Summary

Build and maintain client relationships by proactively engaging customers in-person, by appointment, and virtually. Assess customer banking needs, gather and process account information, and educate clients on deposit and loan products. Recommend solutions aligned to each customer’s goals, open new accounts, complete service requests, and submit credit applications. Use a digital-first approach and collaborate with branch partners to deliver an accurate, optimal client experience.
Location: California
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Engage clients via in-person, by appointment, and virtual channels to provide counsel and maintain strong relationships.
  • •Assess customers’ banking needs, obtain/process customer and account information, and recommend solutions based on goals.
  • •Maintain knowledge of consumer and business banking products and services, including digital products and services.
  • •Provide an optimal client experience by greeting clients, processing basic transactions, and completing service requests.
  • •Open new consumer and business accounts, submit credit applications, and educate clients on emerging and self-service digital products.

Pay and Benefits

Salary: USD 21.68 - 26.5 hourly
Perks:Health InsuranceLife InsuranceDisability InsuranceParental Leave401kPaid LeavePaid HolidaysAdoption Assistance

Key Requirements

  • •High school diploma or equivalent.
  • •Typically 3 to 4 years of job-related retail banking experience (or equivalent combination of experience and training).
  • •Build and foster client relationships through proactive outreach and follow up.
  • •Effectively engage and communicate with clients while educating them on available products and services.
  • •Demonstrated customer service and interpersonal skills, including using and demonstrating digital products and self-service technologies.
Experience:3-4 yearsRetail bankingFinancial services
Education:High School
Skills:Customer serviceInterpersonal skillsRelationship buildingCommunicationProactive outreach
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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