Client Relationship Consultant 3 (Banker) - San Carlos, CA
$29.08 - $35.54 per hourU.S. Bank
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 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 #BranchCA 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: 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 Review our full benefits available by employment status here. 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: $29.08 - 35.54 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. Posting may be closed earlier due to high volume of applicants. 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.
$24.92 - $30.46 per hour
...discover what you excel at—all from Day One. Job Description Client Relationship Consultants build relationships with customers, engaging them via... ...Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to,...SuggestedTemporary workLocal area$24.92 - $30.46 per hour
...at—all from Day One. Job Description Client Relationship Consultants build relationships with customers, engaging... ...2, Client Relationship Consultant 3, and Client Relationship Consultant 4... ...Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S....SuggestedTemporary workLocal area- ...Responsibilities Build and foster relationships with clients through proactive outreach and follow‑up, asking questions and learning about their financial... ...Qualifications High school diploma or equivalent. Typically 3–4 years of job‑related retail banking experience or a...SuggestedTemporary work
$22 - $27.5 per hour
...customers and connect them to the right banker for more detailed product conversations... ...the appropriate team member. Build relationships, actively listen to understand everyday... ...Posting Location(s) ~632 Laurel Street SAN CARLOS, CA 94070 @RWF22 Pay Range...SuggestedPart timeWork experience placement$25 - $32.69 per hour
...welcomed and valued by building lasting relationships, doing the right thing, exceeding... ...financial needs. As a Private Client Banker in Branch Banking, you are the main point... ...Employer/Disability/Veterans Base Pay/Salary San Mateo,CA $25.00 - $32.69 / hourSuggestedImmediate startAfternoon shift- ...Private Client Banker You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion...Immediate startAfternoon shift
$117k - $134k
At LifeStance Health, we believe in a truly healthy society where mental and physical healthcare are unified to make lives better. Our mission is to help people lead healthier, more fulfilling lives by improving access to trusted, affordable, and personalized mental healthcare...Full timeFlexible hours$49.5k - $82.5k
...success. As a Personal Banker within PNC's Retail... ...you will be based in San Carlos, CA. PNC is an in-office... ...ultimately elevating client loyalty. Delivers a full... ...acquire, expand and retain relationships. Creates customer... .... Typically requires 3+ years experience. In...Full timeTemporary workPart timeWork experience placementWork at officeShift work- ...develop and maintain strategic business relationships with a wide spectrum of customers to include... .... The role will involve networking, client services, and a thorough understanding of... ...five (5) years of experience with three (3) or more years of experience within the...Temporary workPrivate practiceLocal areaNight shift
$22 - $26 per hour
Riboli Family Wines of San Antonio Winery named American Winery of 2018 by wine enthusiasts... ...our team in the Peninsula/San Bruno, CA territory. This is an ideal position for... ..., philanthropy, and culture to cultivate relationships with our guests. Family-owned for four generations...Hourly payPermanent employmentFull timeContract workFlexible hoursWeekend workEarly shift$117k - $134k
At LifeStance Health, we believe in a truly healthy society where mental and physical healthcare are unified to make lives better. Our mission is to help people lead healthier, more fulfilling lives by improving access to trusted, affordable, and personalized mental healthcare...Full timeFlexible hours$61 - $72 per hour
...diem pharmacist position is available to provide coverage at a health clinic pharmacy serving a vulnerable patient population in San Mateo, CA. This role focuses on delivering compassionate, patient-centered retail pharmacy services while supervising pharmacy technicians...Daily paidImmediate startFlexible hours- ...role: Wells Fargo is seeking an CA-WA Private Mortgage Banker (SAFE) in Consumer Lending as part of... ...excellent customer service Build relationships focused on affluent borrowers with realtors... ...mortgage loan products based on client needs Review and analyze low to...Work experience placementWork at officeLocal areaImmediate startNight shiftWeekend work
- ...U.S. Bank is seeking a Client Relationship Consultant in San Carlos, California, to build strong client relationships through proactive outreach and effective communication. You will provide personalized banking solutions, opening new accounts, and educating clients on...
$20 - $31.9 per hour
...Depending on experience, you could be the next Client Service Representative II, III, or Senior... ...of absence, compensation and training. For San Francisco Postings, review 2026 Fair Chance Ordinance . 2026 CA Privacy Notice to Applicants/Employees...Full timeWork at officeLocal area$65k - $80k
...Position Description As an Account Manager Associate in the San Jose, CA area, you will be responsible for working within the... ...products in your territory Establish and maintain strong relationships and contacts in assigned accounts Provide the highest levels...Live inLocal areaRelocation$100k - $150k
...yr Work Experience 3 + years Pay Type... ...commission/bonus City San Carlos State/Province... ...facility in San Carlos, CA with a large... ...Automotive Sales Consultant to join our growing... ...work with discerning clients, premium vehicles,... ...team that values relationships, product knowledge...Full timeWork experience placement- JPMorgan Chase & Co. is seeking a Private Client Banker in Los Altos, CA. The role involves managing relationships for affluent clients and acquiring new clients. Candidates should have 1+ years of experience in financial services with a focus on client acquisition. A...Weekend workAfternoon shift
$109.12k - $163.68k
...The Associate Banker SAFE Act LO is a seasoned professional role.... ...growth and to acquire new target clients Partner with Banker on... ...at target firms Cultivate relationships with firm employees. Source leads... ...transparency. Qualifications: ~3-7 years of relevant...Full time$109.12k - $163.68k
...The Associate Banker SAFE Act LO is a seasoned professional role.... ...growth and to acquire new target clients Partner with Banker on... ...employees at target firms Cultivate relationships with firm employees. Source leads... ...transparency Qualifications 3-7 years of relevant experience...Full time- ...family owned and operated Allstate office in San Carlos has been here for 40 years. We have deep relationships with our clients and work every day to help them do the best job... ...Achievement Award (given by Allstate to one agency in CA) as well as Best In Company in 2016 (an award...Work at office
$29 - $40 per hour
...Qualifications, Skills, and Education Requirements ~1-3 years of administrative or business support experience ~ Bachelor... ...MondayThursday in office; Friday remote Location: ~ Menlo Park, CA 2500 Sand Hill Rd Pay Transparency The salary range...Hourly payBank staffWork at officeLocal areaRemote workFlexible hours$37 - $65.5 per hour
...Senior Branch Premier Banker (SAFE) to play a pivotal... ...deepens, and manages relationships with affluent... ...management of complex client needs Demonstrate risk... ...experience, education ~3+ years of experience... ...5455 Geary Blvd SAN FRANCISCO, CA 94121 United States...Temporary workWork experience placementImmediate start$29 - $40 per hour
...needed Qualifications, Skills, and Education Requirements ~1-3 years of administrative or business support experience ~... ...Thursday in office; Friday remote Location: ~ Menlo Park, CA - 2500 Sand Hill Rd Pay Transparency The salary range...Hourly payBank staffWork at officeLocal areaRemote workFlexible hours$28 - $29 per hour
...confidential, well-regarded litigation firm in San Francisco to identify a Receptionist /... .... Location: Hybrid | San Francisco, CA 94111 Start: ASAP Schedule: Full-... ...Serving as the primary point of contact for clients, visitors, and incoming calls •...Full timeContract workWork at officeImmediate start$20.25 - $22.75 per hour
...Job Details Location : 2701 Haciencda Street, San Mateo, CA 94403 Camp Dates : 6/11/2026 (Thu) - 8/7/2026 (Fri) -- (additionally... ..., state, local, Steve & Kate's Camp, Bright Horizons’, and client site requirements concerning immunizations, employment physical...Hourly paySummer workLocal areaShift workWeekend work$85k - $90k
...Referral Relationship Manager- Veterinary Medicine- Redwood City POSITION... ...of referring DVM and client engagement events and the management... ...operates in a hybrid structure of 3.5 days in the field and 1.5... ...information. Pursuant to the San Francisco Fair Chance...Local areaAfternoon shift$19.7 - $25.6 per hour
...Opportunity At Jared, we empower every one of our jewelry consultants with the innovation, training and resources to help our customers... ...FULL-TIME team members! Do you thrive on building personal relationships that will last a lifetime? Join our team today to help our...Full timePart timeSeasonal workImmediate startFlexible hoursNight shiftWeekend work$18.6 - $19.1 per hour
At JD Finish Line, we’re not just selling products; we’re creating experiences. Our retail stores are a vibrant reflection of our brand’s passion for innovation and customer service. We’re on the lookout for talented associates to be a part of our team and drive excellence...Hourly payPermanent employmentTemporary workLocal areaImmediate startFlexible hoursNight shiftDay shift$94.06k - $131.19k
...: $94,057.60 - $131,185.60 Annually Location : County of San Mateo, CA Job Type: Regular Job Number: C002F Department: Probation... ...you for the position: 1) Your exact title.2) Job duties.3) Length of experience in months. 4) Employer.Detailed information...Second jobLocal areaImmediate startTrial periodNight shift
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Relationship Consultant 3 (Banker) - San Carlos, CA. Be the first to apply!
- social service representative San Carlos, CA
- client service officer San Carlos, CA
- customer service expert San Carlos, CA
- airport customer service agent San Carlos, CA
- customer experience agent San Carlos, CA
- customer service consultant San Carlos, CA
- customer service assistant San Carlos, CA
- customer support specialist San Carlos, CA
- customer advisor San Carlos, CA
- customer support agent San Carlos, CA



