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SRGC1 - Client Relationship Consultant 2 (Banker) - Anderson, CACategoryBranch BankingJob Id2025-0022886LocationAnderson, CA, United StatesPosting Start Date09 / 18 / 2025Anticipated Posting End Date09 / 29 / 2025Job TypeFull time

SRGC1 - Client Relationship Consultant 2 (Banker) - Anderson, CACategoryBranch BankingJob Id2025-0022886LocationAnderson, CA, United StatesPosting Start Date09 / 18 / 2025Anticipated Posting End Date09 / 29 / 2025Job TypeFull time

US BankAnderson, CA, US
26 days ago
Job type
  • Full-time
Job description

Client Relationship Consultant

At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel atall from Day One.

The Client Relationship Consultant builds relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually to provide the best possible counsel while adapting a digital first mindset. Strong client relationships are based on trust, assessing and attending to customers' banking needs, obtaining and processing customer and account information, demonstrating and educating clients on available deposit and loan products and services, and recommending solutions based on each customer's unique goals and needs. Builds and fosters relationships with clients through proactive outreach and follow up, asking questions and learning about their financial needs, and banking channel preferences. Identifies solutions for new and existing clients based on their needs by effectively engaging and communicating with clients. Maintains a working knowledge of consumer and business banking products and services including digital products and services. Provides a consistent optimal client experience, including greeting clients and processing basic transactions. Develops collaborative partnerships with branch team members and partners to best serve clients. Opens new consumer and business accounts, completes service requests and submits credit applications.

Basic Qualifications :

  • High school diploma or equivalent
  • Typically has a minimum three to four 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 effectively engage and communicate with clients
  • Thorough knowledge of applicable bank and branch policies, procedures and support systems
  • Proven customer service and interpersonal skills
  • Experience with using and demonstrating digital products and self-service technologies
  • Ability to explore and identify a customer's true needs while leveraging a digital first mindset
  • Demonstrated basic level of proficiency in making appropriate recommendations that meet customer's needs both reactively and proactively
  • Experience in the financial services industry preferred
  • 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.

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