Client Relationship Banker: Trusted Financial Advisor

U.S. Bank; Whittier (CA); On-site; USD 32,000 - 39,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

401(k)

Life insurance

Disability insurance

Parental leave

Paid vacation

11 paid holidays

Job summary

U.S. Bank in California is seeking a Client Relationship Consultant to build trusted relationships with customers across in-person, by-appointment, and digital channels. You will assess banking needs, explain deposit and loan products, and tailor solutions to each client’s goals.

You’ll collaborate with branch teams, open new accounts, process requests, and promote digital self-service tools to deliver an exceptional client experience.

Qualifications

• High school diploma or equivalent required.
• 3-4 years of retail banking experience preferred.
• Strong customer service and interpersonal skills.

Responsibilities

• Build relationships with clients through in-person, by-appointment, and virtual channels.
• Identify solutions based on each customer's goals.
• Open new accounts and process service requests.
• Educate clients on digital products and self-service options.

Skills

Relationship building

Customer engagement

Clear communication

Education

High school diploma or equivalent

Job description

U.S. Bank in California is seeking a Client Relationship Consultant to build trusted relationships with customers across in-person, by-appointment, and digital channels. You will assess banking needs, explain deposit and loan products, and tailor solutions to each client’s goals.

You’ll collaborate with branch teams, open new accounts, process requests, and promote digital self-service tools to deliver an exceptional client experience.