Talent.com
Client Relationship Consultant 3 (Banker) - Golden Triangle - La Jolla Village - San Diego, CA
Client Relationship Consultant 3 (Banker) - Golden Triangle - La Jolla Village - San Diego, CAU.S. Bancorp • San Diego, CA, US
Client Relationship Consultant 3 (Banker) - Golden Triangle - La Jolla Village - San Diego, CA

Client Relationship Consultant 3 (Banker) - Golden Triangle - La Jolla Village - San Diego, CA

U.S. Bancorp • San Diego, CA, US
job_description.job_card.variable_hours_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
job_description.job_card.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.

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 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 effectively engage and communicate with clients - Thorough knowledge of applicable bank and branch policies, procedures and support systems - Thorough knowledge of all retail products and services - Proven customer service and interpersonal skills - Experience in participating in sales campaigns / promotions - 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 advanced level of proficiency in making appropriate recommendations that meet customer's needs both reactively and proactively - Experience in the financial services industry preferred
  • Location Expectations

  • This role requires working from a U.S. Bank location five (5) days per week.
  • 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.

    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.

    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.

    serp_jobs.job_alerts.create_a_job

    Relationship Banker • San Diego, CA, US

    Job_description.internal_linking.related_jobs
    Reconciliation Representative (Onsite - San Diego, CA)

    Reconciliation Representative (Onsite - San Diego, CA)

    American Specialty Health Incorporated • San Diego, CA, United States
    serp_jobs.job_card.full_time
    American Specialty Health Incorporated (ASH) is seeking a Reconciliation Representative to join our Reconciliation department. The primary function of this position is to reconcile claims, including...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Consultant & Engagement Lead San Diego, CA

    Consultant & Engagement Lead San Diego, CA

    Cystems Logic Inc • San Diego, California, USA
    serp_jobs.job_card.full_time
    Job Title : Consultant & Engagement Lead.Location : Onsite Need local Candidate (San Diego CA).Duration : Longterm Contract . If you are interested and your experience match with job descripti...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Territory Consultant, Account Management (OptiFreight)

    Territory Consultant, Account Management (OptiFreight)

    Cardinal Health • San Diego, California, USA
    serp_jobs.job_card.full_time
    What Territory Management contributes to Cardinal Health.Account Management is responsible for managing the success of the relationship with an assigned set of customers in order to achieve the goa...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_1_hour • serp_jobs.job_card.promoted • serp_jobs.job_card.new
    Travel Surgical Tech - CVOR - $2314.48 / Week

    Travel Surgical Tech - CVOR - $2314.48 / Week

    FlexCare • San Marcos, CA, US
    serp_jobs.job_card.full_time
    FlexCare is seeking an experienced Surgical Tech - CVOR for an exciting Travel Allied job in San Diego, CA.Shift : 3x12 hr flex Start Date : 12 / 15 / 2025 Duration : 13 weeks Pay : $2314.Why Clinicians Ch...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Teller - Downtown San Diego, CA

    Teller - Downtown San Diego, CA

    San Diego Staffing • San Diego, CA, US
    serp_jobs.job_card.full_time
    Client Service Associate (Teller).Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to build the best...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_hours • serp_jobs.job_card.promoted • serp_jobs.job_card.new
    Relationship Banking Lead – Management Track

    Relationship Banking Lead – Management Track

    Mission Fed • San Diego, CA, United States
    serp_jobs.job_card.full_time
    A community-focused credit union in San Diego is seeking a Senior Relationship Banker who will be responsible for managing member accounts and processing loan applications.Applicants should have at...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Banking Professionals

    Banking Professionals

    AppleOne • San Diego, CA, US
    serp_jobs.job_card.full_time
    Are you a detail-oriented and client-focused professional with a background in banking? We’re looking for talented individuals who thrive in a fast-paced financial environment and are ready t...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_hours • serp_jobs.job_card.promoted • serp_jobs.job_card.new
    Relationship Banker - Downtown San Diego, CA

    Relationship Banker - Downtown San Diego, CA

    BankTalent HQ • San Diego, CA, United States
    serp_jobs.job_card.full_time
    Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our c...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Travel Rad Tech - $1013 / Week

    Travel Rad Tech - $1013 / Week

    Cynet Health • San Marcos, CA, US
    serp_jobs.job_card.full_time
    Cynet Health is seeking an experienced Rad Tech for an exciting Travel Allied job in San Diego, CA.Shift : 5x8 hr days Start Date : 01 / 19 / 2026 Duration : 18 weeks Pay : $1013 / Week.Ranked #5 Best Trav...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Relationship Banker

    Relationship Banker

    California Staffing • San Diego, CA, US
    serp_jobs.job_card.full_time +1
    Career Growth promotional opportunities Incentive program based on performance Paid Time Off (PTO) Paid Holidays for Full Time / Part Time Employees Health, Dental, Vision, 401k match and Life Ins...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    San Diego, CA | Part Time Remote Forex & Currency Trader Position

    San Diego, CA | Part Time Remote Forex & Currency Trader Position

    Maverick Currencies • San Diego, CA
    serp_jobs.filters.remote
    serp_jobs.job_card.full_time +1
    Maverick Trading, is searching for entrepreneurially-minded, profit-driven people to be trained in the art and science of proprietary trading in its online crypto / foreign exchange trading division,...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Teller Downtown San Diego, CA

    Teller Downtown San Diego, CA

    California Bank & Trust • San Diego, California, USA
    serp_jobs.job_card.full_time
    Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools training and opportunities to build the best possible relationships with our...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Director, Relationship Banking Digital Asset Banking

    Director, Relationship Banking Digital Asset Banking

    Western Alliance Bank • San Diego, California, USA
    serp_jobs.job_card.full_time
    Director Relationship Banking - Digital Asset Banking.As a Director of Relationship Banking for Digital Asset Banking youll lead strategic client engagement and relationship management for institut...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Remote Equity / Option Trader

    Remote Equity / Option Trader

    Maverick Trading • San Diego, CA, USA
    serp_jobs.filters.remote
    serp_jobs.job_card.full_time
    Remote Options Trader at Maverick Trading.Maverick Trading, a 26-year old proprietary trading firm is looking to hire experienced and entry-level equity and equity and option traders.We are a globa...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Leasing Consultant Mission Valley

    Leasing Consultant Mission Valley

    Corporate Office • San Diego, California, USA
    serp_jobs.job_card.full_time
    Why Join Our Team as a Leasing Consultant at H.Drive Success and Make an Impact : As a Leasing Consultant at H.Fenton Company youll take ownership of leasing efforts initiate innovative ideas and im...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Mortgage Loan Originator

    Mortgage Loan Originator

    Fifth Third Bank, N.A. • San Diego, CA, United States
    serp_jobs.job_card.full_time
    Make banking a Fifth Third better® We connect great people to great opportunities.Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. Performs a wide range of duti...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Director of Client Services

    Director of Client Services

    Jobot • San Diego, CA, US
    serp_jobs.job_card.full_time
    Director of Client Services opportunity available with growing e-commerce agency! (San Diego, CA) - send your resume to.This Jobot Job is hosted by : Marcus Curiel. Are you a fit? Easy Apply now by c...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Loan Partner : Lead Closings & Client Experience

    Loan Partner : Lead Closings & Client Experience

    Griffin Funding, Inc. • San Diego, CA, US
    serp_jobs.job_card.full_time
    A leading mortgage funding company in San Diego is looking for a Loan Partner to act as the main client contact throughout the loan process. The ideal candidate will have over 2 years of relevant ex...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted