Let’s get started
By clicking ‘Next’, I agree to the Terms of Service
and Privacy Policy, and consent to receive emails from Rise
Jobs / Job page
Client Relationship Consultant 2 (Banker) - Bayfair - San Leandro, CA image - Rise Careers
Job details

Client Relationship Consultant 2 (Banker) - Bayfair - San Leandro, CA

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 at—all from Day One.

Job Description

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 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. Proactively educates clients on emerging and self-service digital products and services to assist with meeting their financial needs. Leverages available resources and technologies to optimize the client experience and serve our clients with operational excellence and accuracy.

This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z. You will be subject to the required registration process, which includes a criminal background and credit check. Failure to meet or maintain any of the NMLS registration requirements, including maintaining a satisfactory criminal and credit record, may result in a rescission of your offer or termination of employment.

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

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: 

Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):

  • 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 (from two to five weeks depending on salary grade and tenure)

  • Up to 11 paid holiday opportunities

  • Adoption assistance

  • Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

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, which is 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 (all benefits are subject to eligibility requirements). Pay Range: $20.77 - $27.69 - $30.46

U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.

Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.

Average salary estimate

$25615 / YEARLY (est.)
min
max
$20770K
$30460K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

Similar Jobs
Photo of the Rise User
Posted 5 days ago

U.S. Bank seeks a Client Relationship Consultant to engage customers and deliver personalized banking solutions while fostering strong client relationships using a digital-first mindset.

Photo of the Rise User

Become a Client Relationship Consultant at U.S. Bank, delivering personalized financial solutions and fostering client trust in a dynamic banking environment.

Photo of the Rise User
Posted 2 days ago

Serve as the Voice of the Customer and lead strategic service delivery engagements for Palo Alto Networks’ largest customers on the West Coast.

Photo of the Rise User
Meta Hybrid 8701 Florida Mining Blvd, Tampa, FL 33634, USA
Posted 7 days ago
Inclusive & Diverse
Rise from Within
Mission Driven
Diversity of Opinions
Work/Life Harmony
Take Risks
Collaboration over Competition
Fast-Paced
Growth & Learning
Transparent & Candid
Feedback Forward
Dare to be Different
Medical Insurance
Paid Time-Off
Maternity Leave
Mental Health Resources
Equity
Paternity Leave
Flex-Friendly
Snacks
Social Gatherings
Company Retreats
Fitness Stipend
Paid Holidays
Summer Fridays
Work Visa Sponsorship
Bias Training
Flexible Spending Account (FSA)
Health Savings Account (HSA)
Vision Insurance
Dental Insurance
Life insurance

Serve as a Print Production specialist handling customer inquiries, order processing, and production coordination for a reputable company in Tampa, FL.

Photo of the Rise User

Experienced Customer Success Manager sought to guide SMB clients through Wrapbook’s payroll platform onboarding and adoption in the Film & Television sector across the USA and Canada.

Salud Family Health Hybrid 1635 Blue Spruce Dr, Fort Collins, CO 80524, USA
Posted 13 days ago

Temporary Customer Service Associate needed at Salud Family Health to provide excellent patient-facing service in a dynamic, compassionate medical setting.

Cooper University Health Care seeks an Authorization Specialist to manage insurance verifications and patient authorizations in a busy healthcare setting.

Photo of the Rise User
Alliance Animal Health Hybrid 3505 N Bend Rd, Hebron, KY 41048, USA
Posted 7 days ago

Lead the front desk team at Hebron Animal Hospital, delivering compassionate client support in a busy veterinary environment.

Anrok Hybrid No location specified
Posted 5 days ago

Anrok is searching for a proactive Onboarding Manager to expertly guide clients through platform adoption, ensuring smooth implementation and customer success in a dynamic hybrid work environment.

Photo of the Rise User
MongoDB Hybrid New York, New York, United States
Posted 7 days ago

Experienced people leader needed to drive MongoDB's Customer Success growth and customer satisfaction in the Enterprise East region.

Photo of the Rise User
Sonic Automotive Hybrid 513 Francisco Blvd E, San Rafael, CA 94901, USA
Posted yesterday

Lexus of Marin seeks a personable Receptionist to deliver outstanding guest interactions and support operational departments at their San Rafael location.

Photo of the Rise User
Posted 12 days ago

Contact Center Representative needed to join Advantmed's remote PHA Scheduling Team, responsible for scheduling health assessments and delivering excellent customer service.

Photo of the Rise User
Posted 13 days ago

OpsLevel seeks a Senior Customer Success Manager to lead strategic engagements and ensure customer success in a fully-remote, growth-driven environment.

Photo of the Rise User
Procare Solutions Hybrid Denver, Colorado, United States
Posted 6 days ago

Lead retention efforts and build lasting client relationships as a Senior Customer Retention Consultant at Procare Solutions, a trusted leader in child care management.

Photo of the Rise User

Serve as an MSK Care Advisor to facilitate patient access and provide compassionate, expert guidance within a renowned cancer center.

U.S. Bancorp, with approximately 70,000 employees and $601 billion in assets as of September 30, 2022, is the parent company of U.S. Bank National Association. The Minneapolis-based company serves millions of customers locally, nationally and glob...

310 jobs
MATCH
Calculating your matching score...
FUNDING
SENIORITY LEVEL REQUIREMENT
TEAM SIZE
EMPLOYMENT TYPE
Full-time, on-site
DATE POSTED
April 12, 2025

Subscribe to Rise newsletter

Risa star 🔮 Hi, I'm Risa! Your AI
Career Copilot
Want to see a list of jobs tailored to
you, just ask me below!
LATEST ACTIVITY
T
27 people applied to Virtual Assistant at The Flex