Client Relationship Consultant II: Banking & Digital Guidance
U.S. Bank
U.S. Bank is looking for a Client Relationship Consultant in Santa Clara, California. This role involves building relationships with clients through various channels, helping them with their banking needs, and educating them on available products and services. Ideal candidates will have a high school diploma or equivalent, along with three to four years of retail banking experience. Strong communication skills and a proactive approach to client management are essential for success in this position. #J-18808-Ljbffr Us Bank
$24.92 - $30.46 per hour
## Client Relationship Consultant 2 (Banker) - Santa Clara, CA (34 hrs)Applylocations: Santa Clara, CAtime... ...requisition id: 2026-0014639At U.S. Bank, we’re on a journey to do our best. Helping... ...possible counsel while adapting a digital first mindset. Strong client...DigitalTemporary workLocal area$24.92 - $30.46 per hour
U.S. Bank in Palo Alto, California is seeking a Client Relationship Consultant to cultivate client relationships and provide tailored financial guidance. The role emphasizes a digital-first approach to customer service. Successful candidates will possess retail banking...Digital$24.92 - $30.46 per hour
Responsibilities Build and nurture client relationships through in-person, appointment-based, and virtual interactions, applying a digital-first mindset. Assess and attend to customers’ banking needs, process customer and account information, and demonstrate and educate...DigitalHourly payTemporary work$24.92 - $30.46 per hour
At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses... ...—all from Day One. Job Description Client Relationship Consultants build relationships with customers,... ...possible counsel while adapting a digital first mindset. Strong client relationships...DigitalTemporary work$24.92 - $30.46 per hour
...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... ...provide the best possible counsel while adapting a digital first mindset. Strong client relationships are based...DigitalTemporary work- U.S. Bank in Santa Clara, CA is seeking a Client Relationship Consultant 2 (Banker) to build strong relationships with customers and provide ongoing guidance on banking solutions. This role is vital in enhancing... ..., and education on digital banking options. A comprehensive...Digital
- U.S. Bank is seeking a customer-facing role responsible for building client relationships and processing account information. Applicants should have a high school diploma and 3-4 years of retail banking experience. The role requires visits to a U.S. Bank location for all...Digital
$97.5k - $142k
...Sales Representative II, Financial Services... ...or software sales, or consultative account management at... ...engaging and building relationships with a wide range of internal... ...Financial Services or Banking Industry. Preferred... ...'s ability to digitally transform its business...- ...U.S. Bank is hiring a Client Relationship Consultant in San Jose, California. This role focuses on building strong relationships with customers through various engagement channels and educating them about digital banking products. Candidates should possess a high school...Digital
- U.S. Bank seeks a Client Relationship Consultant in Milpitas, California, to build relationships with clients through various channels. The role involves assessing customer needs, processing transactions, and educating clients on products and services. Candidates should...
- ...for a dedicated customer service representative to enhance the banking experience for customers. You will deliver personalized service... ...interpersonal skills, and the ability to thrive in a team environment. Knowledge of digital tools is also essential. #J-18808-Ljbffr BMO U.S.Digital
$44.3k - $66.4k
...grow the customer’s relationship with BMO beyond personal banking. Welcomes and guides... ...and offers advice and guidance on available digital and self‑serve options... ...assists in conducting client conversations about... ...Some experience in a consultative customer service or sales...DigitalPart timeLocal areaDay shift$250k
...to individual consumer clients. Responsibilities... ...calls to acquire new relationships and deepen existing relationships... ...with coaching and guidance on products and... ...clients on all service and digital channels and leverage... ...experience Previous banking, retail, or sales experience...DigitalFull time$100k - $275k
Job Description At Bank of America, we are guided by a common purpose... ...and delivering for our clients, teammates, communities and shareholders... ...clients, deepening client relationships, and building upon an... ...Encourages use and adoption of digital capabilities to enhance the...DigitalWork at officeShift workDay shift- ...commercial, international and private banking services, The Company helps... ...to provide technical guidance, estimation of efforts, understanding... ..., deploying and maintaining client facing Restful APIs and... ...premise applications within the Digital, Mobile, Cards, Merchant...DigitalTemporary work
$70.32k
...Wealth Management - Private Client Advisor - Menlo Park, CA and... ...care of our employees, building relationships, and delivering extraordinary... ...along with cutting edge digital technology, you will be front... ...success and the goals of the bank, while fostering a culture of...Digital- ...deepens, and manages relationships with affluent customers... ...point of contact for banking products and services... ...’ll be supported with digital tools, industry leading... ...comprehensive, multi‑product guidance and ongoing reviews... ...management of complex client needsDemonstrate risk...DigitalTemporary workWork experience placementImmediate startFree visa
- ...Part-time Shift: Day Shift Our client, a global trailblazer in... ...Consumer, Small, and Business Banking division. Why join this team?... ...procedures Experience building relationships and identifying customer needs... .... Educate customers on digital banking tools and technology....DigitalFull timePart timeImmediate startShift workDay shift
$91k - $232k
...engineers and provide technical guidance. This involves assigning and... ...on troubleshooting skills for digital logic and analog circuit on PCB... ...Rapid IO 4.1 USB 3.0 SATA I, II, III Fiber Channel CoaXpress Percentage... ...Microchip will never: Request banking or payment information during...DigitalFull timeFor contractorsImmediate startNight shiftEarly shift$97.5k - $142k
...Field Sales Representative II, Google Cloud Mid Experience... ...cloud or software sales, or consultative account management at a B2B software... ...engaging and building relationships with internal teams and customer... ...strategy for Startup and Digital Native accounts, engaging customers...Digital$250k
...to individual consumer clients. Responsibilities Work... ...calls to acquire new relationships and deepen existing ones... ...with coaching and guidance on products and special... ...them on all service and digital channels, and leverage... ...experience. Previous banking, retail, or sales experience...Digital$115k - $160k
...investment advice and guidance. Merrill’s Financial Advisors... ...and Wealth Management Client Associates help... ...envision through a personal relationship with their advisory... ...coupled with the banking convenience of Bank of... ...to include the bank’s digital offerings and wealth management...DigitalWork from homeHome officeShift workDay shift$99k - $266k
...Specialty/Competency: General Tax Consulting Industry/Sector: Not... ...on providing advice and guidance to clients on tax planning,... ...and platforms in lending, digital banking, payments, crypto and blockchain... ...direct, adverse, and negative relationship to responsibilities such...DigitalFull timeH1b$70k - $110k
.... Vendor Setup: Maintain a "Vendor Master File" with W-9s and banking instructions to ensure we pay the right people. Budgeting & Financial... ...petty cash and ensure rigorous oversight of all physical and digital funds. Contract & Document Management Contract Repository:...DigitalContract workWork at office$50.1k - $82.8k
...Retail Banking Sales & Service Delivers... ...provides advice and guidance regarding... ...solutions). Offers clients advice and guidance on available digital and self-serve options... ...and building new relationships within the... ...Experience in a consultative customer service...DigitalPart timeLocal areaImmediate startDay shift- ...memorable experiences for our clients and employees, making them... ...understood. We build lasting relationships by doing the right thing, exceeding... ..., using the latest banking solutions and cutting-edge financial... ...and have the most-used digital solutions all while ranking first...DigitalPart time
$100k - $130k
...devices, and home-based tests and is at the forefront of the digital health revolution. In November 2021, iHealth's COVID-19... ...primary focus on fund treasury, investment activities, and banking relationships. This role is responsible for payments, weekly cash reporting...DigitalFull timeTemporary workWork from home$160k - $170k
...strategic partnerships with banks, lenders, and other... ...‑paced industry like digital streaming, their... ...liquidity management, banking relationships, and will be... ...cash holdings Provide guidance to treasury team members... ...your location, please consult with your recruiter. Accommodations...DigitalTemporary workWork at officeLocal areaRemote workMonday to ThursdayFlexible hours- ...Financial Service Representative II is expected to support growth... ...efforts by acquiring new relationships by displaying a high level of... ...high level of service with a consultative approach earning high marks in... ...Management and Commercial Banking Divisions. The FSR II is to expect...
$349.76k
...account executives, providing guidance, support, and coaching... ...Executive for key clients within the sector, nurturing relationships and driving customer satisfaction... ...experience in the Banking and Capital Markets... ...markets space, including digital transformation, risk management...DigitalSummer holidayFlexible hours
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