Client Relationship Consultant ; Banker - Eureka Main, CA;
Listed on 2026-05-30
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Finance & Banking
Bank Customer Service -
Customer Service/HelpDesk
Bank Customer Service, Bilingual
Job Summary
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 while adopting a digital‑first mindset. They assess and attend to customers’ banking needs, process customer and account information, educate clients on available deposit and loan products, and recommend solutions based on each customer’s unique goals and needs.
Key Responsibilities- Build and foster client relationships through proactive outreach and follow‑up, asking questions and learning about clients’ financial needs and banking channel preferences.
- Identify solutions for new and existing clients and engage effectively with them.
- Maintain knowledge of consumer and business banking products, including digital offerings.
- Provide a consistent optimal client experience: greet clients, process basic transactions, and open new consumer and business accounts.
- Complete service requests, submit credit applications, and collaborate with branch team members to serve clients.
- Educate clients on digital products and self‑service technologies to meet their financial needs.
- Leverage available resources and technologies to optimize the client experience and achieve operational excellence and accuracy.
- Ensure compliance with the National Mortgage Licensing System (NMLS) registration under the S.A.F.E. Act of 2008 and Regulation
Z, including background and credit checks.
- High school diploma or equivalent.
- Typically a minimum of three to four years of retail banking experience or a combination of experience and relevant training.
- Proven ability to build and foster relationships with clients through proactive outreach and follow‑up.
- Effective communication skills to engage clients and understand their needs.
- Thorough knowledge of applicable bank and branch policies, procedures, and support systems.
- Customer service and interpersonal skills.
- Experience with demonstrating and using digital products and self‑service technologies.
- Ability to explore and identify customer needs while applying a digital‑first mindset.
- Proficiency in making appropriate recommendations that meet customers’ needs both reactively and proactively.
- Relevant financial services industry experience.
This role requires working from a U.S. Bank location for all scheduled workdays.
Benefits- Healthcare (medical, dental, vision)
- Basic term 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 holiday opportunities
- Adoption assistance
- Sick and safe leave (up to 80 hours per calendar year)
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. 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.
SalaryPay range: $20.25 - 24.75 per hour. The actual range may differ based on location.
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