Client Relationship Consultant 2 (Banker) - Daly City, CA
$24.92 - $30.46 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 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 Location expectations This role requires working from a U.S. Bank location for all scheduled work days. 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: $24.92 - 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. 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
...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...SuggestedTemporary workLocal area$24.92 - $30.46 per hour
...benefits available by employment status here. Job Description Client Relationship Consultants build relationships with customers, engaging them via... ...services industry preferred Client Relationship Consultant 2 Basic Qualifications High school diploma or equivalent Typically...SuggestedTemporary workLocal area$29.08 - $35.54 per hour
...Job Title Client Relationship Consultant 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...Suggested$29.08 - $35.54 per hour
...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...SuggestedTemporary workLocal area- Responsibilities Build relationships with customers via in-person, appointment, and virtually Provide counsel while adapting a digital first... ...and services, including digital offerings Provide optimal client experience, including greeting clients and processing...Suggested
$109.12k - $163.68k
Associate Banker SAFE Act LO - C12 San Francisco, CA. The Associate Banker SAFE Act LO is a seasoned... ...and acquire new target clients. Conduct prospect... ...call reports. Introduce Citi's value proposition to incoming... ...target firms. Cultivate relationships with firm employees,...Full time$2,030 - $2,190 per week
...Week Travel Contract - South San Francisco, CA Address : South San Francisco, CA, 94080-32... ...to local dining, shopping, and nearby city attractions while supporting patients as part... ...Epic EMR environment. Weekly Estimated Pay: $2,030-$2,190 Start Date: 8/3/2026 Shift Duration...Weekly payContract workWork experience placementLocal areaShift work$157k - $175k
Relationship Bankerat - San Francisco, CA This role focuses on identifying appropriate lending opportunities, soliciting... ..., analyzing and maintaining client relationships. Provides suitable credit... ..., finance or a related field and 2+ years commercial lending, credit associated...Work experience placementFlexible hours- ...- Healthcare - Citigroup - San Francisco, CA The Investment Banking Associate is an intermediate... ...level position responsible for assisting clients in raising funds in the capital markets... ...Assist in the execution of Citi's Investment Banking business activities....
$88.4k - $132.6k
...Relationship Associate Citi is looking for a Relationship Associate to join the Digital... ...of connection between clients, Relationship Managers, and... ...working alongside experienced bankers and product specialists who... ...3 days in the office and 2 days working remotely,...Full timeWork at officeRemote work$38k - $51k
...celebrates that fact! We recognize that every one of our jewelry consultants has a unique sparkle, and we find ways to empower them to... ...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- ...seeking an Associate Personal Banker (SAFE) to join our... ...frontline role, you will build relationships with customers by... ...Chestnut Ave So. San Francisco, CA 94080 601 Westlake Center Daly City, CA 94105 6843 Mission Street... ...that has approximately $2.1 trillion in assets. We...Full timePart timeWork experience placementMonday to FridayFlexible hours
$176.72k - $265.08k
Citi is looking for a Senior Cash Management Sales Officer to lead... ...Bank and its global client franchise. In this role, you will... ...portfolio, building trusted advisor relationships with clients and partnering closely... ...with 3 days in the office and 2 days working remotely,...Full timeWork at officeLocal areaRemote workFlexible hours- Part Time (30 hours) Associate Banker, Chinatown Grant Branch, San Francisco, CA Bilingual Cantonese Required Job Information... ...memorable experiences for our clients and employees, making them feel... ...and understood. We build lasting relationships by doing the right thing,...Part timeShift work
$70.32k
...enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering... ...capabilities, and skills At least 2 years in a Financial... ..., nonprofits and cities grow, delivering solutions... ...Pay/Salary San Francisco, CA $70,320 - $70,320 #J-18...$185k - $250k
...Investment Banking Associate 1/2, Healthcare M&A (Elite Boutique) Our client is a premier global financial advisory... ...professionals to develop direct relationships with C-suite executives and... ...exceptional exposure to senior bankers and client executives from day one...Local areaImmediate start$175k - $225k
...About the job Investment Banking Associate 2 Technology M&A Our client, a leading global financial institution, is seeking... ...integrated team of coverage, advisory, and product bankers responsible for client relationship management and strategic transaction...Full timeH1bWork at office$50.03k - $65.27k
...The Universal Banker is an entry level position responsible for the... ...increase sales to individual consumer clients. Responsibilities Assist in... ..., Friday and Saturday 9:30am-2:30pm Location San Francisco, California... ...$31.37. In addition to salary, Citi’s offerings may also include,...Hourly payFull timePart timeMonday to Friday$17.5 - $18.6 per hour
...time effectively ~ Able to stand for long periods of time ~0-2 years retail or security experience Benefits include:... ...considered for employment. Location: USA TJ Maxx Store 1112 Daly City CA This position has a starting pay range of $17.50 to $18.60 per...Hourly payTemporary workLocal areaHome office$50.03k - $65.27k
...Overview The Universal Banker is an entry level position responsible for the... ...increase sales to individual consumer clients. Responsibilities Assist in basic... ...Wednesday, Friday and Saturday 9:30am-2:30pm Employees in a San Francisco City or County location and work a...Hourly payFull timePart timeMonday to Friday$157.04k - $235.56k
The Relationship Manager will be responsible for originating, managing... ...Responsibilities Calls on clients to deepen relationships and... ...regulatory requirements and Citi's policies/guidelines at all... ...skills (e.g., negotiation, consultative skills, leadership) Ability...Full time- Overview The Banker SAFE Act is a strategic professional who closely... ...them/convert prospects into clients. Demonstrate an in-depth... ...regarding financial matters. Build relationships with client families that... ...long-term connections to the Citi Private Bank. Effectively manage...
- ...Associate Relationship Banker At Chase, we are passionate about creating... ...experiences for our clients and employees, making them... ...Engage in clear, polite, consultative communication to understand... ...businesses, nonprofits and cities grow, delivering solutions...Immediate startAfternoon shift
$200k - $300k
Overview The Mid-Corp Relationship Manager is a strategic professional... ...on the solutions we provide clients through partnerships with... ...regulatory requirements and Citi's policies and guidelines at... ...skills (e.g., negotiation, consultative skills, leadership). Ability...Full time$200k - $300k
## Citi Commercial Bank - Mid-Corp Relationship Manager, Healthcare, Higher Ed & Nonprofit - DirectorApplylocations... ...on the solutions we provide clients through partnerships with product... ...influencing skills (e.g. negotiation, consultative skills, leadership)* Ability to work...Full time$4,084 - $4,756 per month
...Location: Clay Street - San Francisco, CA 94115 Position Type: Full Time Education Level: 2 Year Degree Salary Range: $4,084.... ...provide support and assistance to clients of this unique long term adult... ...computer requirements of the City and County of San Francisco Community...Full timeLocal areaFlexible hoursShift workNight shift$200k - $300k
...determine technical approaches and strategies for the area. Citi Private Bank’s objective is to further enhance its ability to build relationships with, and service the investment needs of ultra-high net worth clients in the US. Responsibilities: Investment counselors...Full timeLocal area- U.S. Bank is seeking a Client Relationship Consultant 1 (Banker) in San Bruno, CA. This role focuses on building strong relationships with clients through various... ...should possess at least a high school diploma and have 1-2 years of retail banking experience. The role...
- U.S. Bank in San Francisco is seeking Client Relationship Consultants to engage customers through various channels. Ideal candidates will possess strong communication and customer service skills while building trust with clients. The role involves supporting clients with...
$115k - $145k
...customer focused, enjoy building relationships and providing financial advice to your clients. A role as an Associate Banker is for you. As an Associate... ...ranging from $20 million to $2 billion. As a Banker... ...Base Pay/Salary San Francisco,CA $115,000.00 - $145,000.00 / year...
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