U.S. Bank
Client Relationship Consultant 2-3 (Banker) - Central San Diego, CA
U.S. Bank, San Diego, California, United States, 92189
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Client Relationship Consultant 2-3 (Banker) - Central San Diego, CA
role at
U.S. Bank At U.S. Bank, we’re on a journey to help customers and businesses make better financial decisions and to support the communities we serve. A career with U.S. Bank offers opportunities to grow and learn from Day One. Overview
Client Relationship Consultants build relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually to provide the best possible counsel with a digital-first mindset. They assess customers’ banking needs, obtain and process customer and account information, demonstrate and educate clients on deposit and loan products, and recommend solutions based on each customer’s goals and needs. They open new accounts, complete service requests, and submit credit applications while delivering an optimal client experience and collaborating with branch team members. Responsibilities
Build and foster relationships with clients through proactive outreach and follow-up, asking questions to learn about financial needs and channel preferences. Identify solutions for new and existing clients based on their needs by engaging and communicating effectively. Maintain working knowledge of consumer and business banking products and services, including digital products and services. Provide a consistent, optimal client experience, including greeting clients and processing basic transactions. Develop collaborative partnerships with branch team members and partners to best serve clients. Open new consumer and business accounts, complete service requests, and submit credit applications. Educate clients on emerging and self-service digital products and services to meet financial needs. Leverage resources and technologies to optimize the client experience with operational excellence and accuracy. Qualifications
Basic Qualifications
High school diploma or equivalent Typically has a minimum four to five years of job-related, retail banking experience or a combination of experience and commensurate training Preferred Skills/Experience
Proven ability to build and foster relationships with clients through proactive outreach and follow up Ability to engage and communicate effectively with clients Thorough knowledge of applicable bank and branch policies, procedures and support systems Thorough knowledge of all retail products and services Strong customer service and interpersonal skills Experience participating in sales campaigns/promotions Experience with using and demonstrating digital products and self-service technologies Ability to identify a customer’s true needs with a digital-first mindset Demonstrated ability to make appropriate recommendations that meet customer needs reactively and proactively Experience in the financial services industry is preferred If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants. Benefits and Additional Information
Healthcare (medical, dental, vision) Basic and optional term life insurance Short-term and long-term disability Pregnancy disability and parental leave 401(k) and employer‑funded retirement plan Paid vacation (two to five weeks, depending on salary grade and tenure) Up to 11 paid holidays Adoption assistance Sick and Safe Leave accruals U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. E-Verify U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program. The salary range reflects figures based on the primary location listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase, 401(k) contribution, and pension. Pay Range: $22.69 - $30.24 U.S. Bank will consider qualified applicants with arrest or conviction records. Background checks may be conducted in accordance with local laws and applicable regulations. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace policies. Posting may be closed earlier due to high volume of applicants. Seniority level
Associate Employment type
Full-time Job function
Consulting, Information Technology, and Sales Industries: Banking Posting and content may include references to application features or prompts not needed for the job description. This refinement preserves the essential responsibilities, qualifications, and benefits for the role.
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Client Relationship Consultant 2-3 (Banker) - Central San Diego, CA
role at
U.S. Bank At U.S. Bank, we’re on a journey to help customers and businesses make better financial decisions and to support the communities we serve. A career with U.S. Bank offers opportunities to grow and learn from Day One. Overview
Client Relationship Consultants build relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually to provide the best possible counsel with a digital-first mindset. They assess customers’ banking needs, obtain and process customer and account information, demonstrate and educate clients on deposit and loan products, and recommend solutions based on each customer’s goals and needs. They open new accounts, complete service requests, and submit credit applications while delivering an optimal client experience and collaborating with branch team members. Responsibilities
Build and foster relationships with clients through proactive outreach and follow-up, asking questions to learn about financial needs and channel preferences. Identify solutions for new and existing clients based on their needs by engaging and communicating effectively. Maintain working knowledge of consumer and business banking products and services, including digital products and services. Provide a consistent, optimal client experience, including greeting clients and processing basic transactions. Develop collaborative partnerships with branch team members and partners to best serve clients. Open new consumer and business accounts, complete service requests, and submit credit applications. Educate clients on emerging and self-service digital products and services to meet financial needs. Leverage resources and technologies to optimize the client experience with operational excellence and accuracy. Qualifications
Basic Qualifications
High school diploma or equivalent Typically has a minimum four to five years of job-related, retail banking experience or a combination of experience and commensurate training Preferred Skills/Experience
Proven ability to build and foster relationships with clients through proactive outreach and follow up Ability to engage and communicate effectively with clients Thorough knowledge of applicable bank and branch policies, procedures and support systems Thorough knowledge of all retail products and services Strong customer service and interpersonal skills Experience participating in sales campaigns/promotions Experience with using and demonstrating digital products and self-service technologies Ability to identify a customer’s true needs with a digital-first mindset Demonstrated ability to make appropriate recommendations that meet customer needs reactively and proactively Experience in the financial services industry is preferred If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants. Benefits and Additional Information
Healthcare (medical, dental, vision) Basic and optional term life insurance Short-term and long-term disability Pregnancy disability and parental leave 401(k) and employer‑funded retirement plan Paid vacation (two to five weeks, depending on salary grade and tenure) Up to 11 paid holidays Adoption assistance Sick and Safe Leave accruals U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. E-Verify U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program. The salary range reflects figures based on the primary location listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase, 401(k) contribution, and pension. Pay Range: $22.69 - $30.24 U.S. Bank will consider qualified applicants with arrest or conviction records. Background checks may be conducted in accordance with local laws and applicable regulations. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace policies. Posting may be closed earlier due to high volume of applicants. Seniority level
Associate Employment type
Full-time Job function
Consulting, Information Technology, and Sales Industries: Banking Posting and content may include references to application features or prompts not needed for the job description. This refinement preserves the essential responsibilities, qualifications, and benefits for the role.
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