Client Relationship Consultant

2 days ago


Santa Barbara, United States U.S. Bank National Association Full time
Job Description

At U.S. Bank National Association, we're committed to delivering exceptional customer experiences. As a Client Relationship Consultant, you'll play a vital role in building strong relationships with our customers, providing personalized guidance and support to help them achieve their financial goals.

Key Responsibilities:
  • Build and maintain relationships with customers through proactive outreach and follow-up, understanding their financial needs and preferences.
  • Identify and recommend solutions to meet customers' unique goals and needs, leveraging our digital products and services.
  • Develop and maintain a working knowledge of consumer and business banking products and services, including digital offerings.
  • Provide exceptional customer service, including greeting customers and processing basic transactions.
  • Collaborate with branch team members and partners to deliver a seamless customer experience.
Requirements:
  • High school diploma or equivalent.
  • Typically 4-5 years of job-related, retail banking experience or a combination of experience and commensurate training.
Preferred Skills:
  • Proven ability to build and foster relationships with clients through proactive outreach and follow-up.
  • Effective communication and interpersonal skills.
  • Thorough knowledge of applicable bank and branch policies, procedures, and support systems.
  • Thorough knowledge of all retail products and services.

Benefits:

Our comprehensive benefits package includes healthcare, basic 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, up to 11 paid holiday opportunities, adoption assistance, and sick and safe leave accruals.

Equal Employment Opportunity:

U.S. Bank National Association is an equal opportunity employer committed to creating a diverse workforce. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability, or veteran status.



  • Santa Barbara, California, United States U.S. Bank Full time

    Job DescriptionAt U.S. Bank, we're committed to helping our customers and businesses succeed. As a Client Relationship Consultant, you'll play a key role in building strong relationships with our clients, providing them with expert guidance and support to achieve their financial goals.Key Responsibilities:Build and maintain relationships with clients through...


  • Santa Barbara, California, United States U.S. Bank Full time

    About the RoleAt U.S. Bank, we're committed to delivering exceptional customer experiences and building long-lasting relationships with our clients. As a Client Relationship Consultant, you will play a critical role in achieving this goal by providing personalized support and guidance to our customers.Key ResponsibilitiesBuild and Foster Relationships:...


  • Rancho Santa Margarita, California, United States U.S. Bank Full time

    About the RoleAt U.S. Bank, we're committed to helping our customers and businesses achieve their financial goals. As a Client Relationship Consultant, you'll play a key role in building strong relationships with our clients, providing them with expert guidance and support to help them make informed financial decisions.Key ResponsibilitiesBuild and maintain...


  • Rancho Santa Margarita, California, United States U.S. Bank National Association Full time

    Job DescriptionAt U.S. Bank National Association, we're committed to delivering exceptional customer experiences. As a Client Relationship Consultant, you'll play a vital role in building strong relationships with our clients, providing personalized guidance and support to help them achieve their financial goals.Key ResponsibilitiesBuild and maintain...


  • Santa Barbara, California, United States Johnson Service Group Full time

    Job OverviewJohnson Service Group (JSG) is in search of a Client Relationship Banker. This role involves engaging with clients to provide exceptional banking services and support.Working Schedule: Monday to Friday, 8 AM to 5 PM.Compensation: Competitive hourly rate based on experience.Employment Type: Temporary to Direct Hire.Essential Qualifications:At...


  • Santa Barbara, California, United States Charles Schwab Full time

    About the RoleAs a Client Relationship Specialist at Charles Schwab, you will play a critical role in the operational success of our local branch. You will work under the guidance of your Client Relationship Manager and Branch Manager to deliver an unparalleled client experience.Key ResponsibilitiesProvide exceptional customer service to clients, responding...


  • Santa Barbara, California, United States Charles Schwab Full time

    About the RoleAt Charles Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry.We're seeking a highly motivated and customer-focused Client Relationship Specialist to...


  • Santa Barbara, California, United States Charles Schwab Full time

    About the RoleAt Charles Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry.We're seeking a highly motivated and customer-focused individual to join our team as a...


  • Santa Barbara, California, United States Fidelity Investments Full time

    About the RoleFidelity Investments is seeking a highly skilled Financial Services Representative to join our team. As a key member of our branch, you will play a vital role in delivering exceptional client experiences and driving business growth.Key ResponsibilitiesDevelop and maintain strong relationships with clients, understanding their financial needs...


  • Santa Barbara, California, United States Charles Schwab Full time

    About the RoleAt Charles Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry.We're seeking a highly motivated and customer-focused individual to join our team as a...


  • Santa Clara, California, United States The CLASS Consulting Group Full time

    About UsThe CLASS Consulting Group is a boutique management consulting firm headquartered in the San Francisco Bay Area, providing consulting services to senior management and Board of Directors of nonprofit/philanthropic organizations. We collaborate with our clients to help them realize their mission and create tangible value.Job DescriptionWe are seeking...


  • Santa Barbara, California, United States Pacific Premier Bank Full time

    Job SummaryPacific Premier Bank is seeking a highly skilled Sr Relationship Manager to join our team in the Santa Barbara and Ventura, CA market. As a key member of our commercial banking team, you will be responsible for developing and maintaining strong relationships with small business and middle market clients, providing expert advice and education on...


  • Santa Barbara, California, United States Pacific Premier Bank Full time

    Job Title: Senior Relationship ManagerPacific Premier Bank is seeking a highly skilled Senior Relationship Manager to join our team in the Santa Barbara and Ventura, CA market. As a key member of our commercial banking team, you will be responsible for developing and maintaining strong relationships with small business and middle market clients, providing...


  • Santa Barbara, California, United States Pacific Premier Bank Full time

    Job SummaryPacific Premier Bank is seeking a highly skilled Senior Relationship Banker to join our team. As a Senior Relationship Banker, you will be responsible for developing and maintaining strong relationships with commercial clients in the Santa Barbara and Ventura, CA market.Key ResponsibilitiesRelationship Development: Develop new depository and loan...


  • Santa Barbara, California, United States Pacific Premier Bank Full time

    Job SummaryPacific Premier Bank is seeking a highly skilled Sr. Relationship Manager to join our team in the Santa Barbara and Ventura, CA market. As a key member of our commercial banking team, you will be responsible for developing and maintaining strong relationships with small business and middle market clients, providing expert advice and education on...


  • Santa Barbara, California, United States Pacific Premier Bank Full time

    Job Title: Senior Relationship ManagerWe are seeking a highly skilled Senior Relationship Manager to join our team at Pacific Premier Bank. As a Senior Relationship Manager, you will be responsible for developing and maintaining strong relationships with our commercial banking clients in the Santa Barbara and Ventura, CA market.Key Responsibilities:Develop...


  • Rancho Santa Margarita, United States U.S. Bank National Association Full time

    Job DescriptionAt U.S. Bank National Association, we're committed to delivering exceptional customer experiences and building strong relationships with our clients. As a Client Relationship Consultant, you'll play a critical role in achieving this goal.Key ResponsibilitiesBuild and maintain strong relationships with clients through proactive outreach and...

  • Investment Consultant

    3 weeks ago


    Santa Barbara, California, United States Fidelity Investments Full time

    About the RoleFidelity Investments is seeking a highly skilled Investment Consultant to join our team in the Investor Center. As an Investment Consultant, you will play a critical role in developing customized financial plans for our clients using a wide range of products and services.Key ResponsibilitiesFinancial Planning: Effectively utilize Fidelity's...


  • santa barbara, United States Charles Schwab Full time

    Position Type: RegularYour opportunity At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. As a Client Relationship Specialist (CRS), you have the opportunity to bring your passion for customer...


  • santa barbara, United States Charles Schwab Full time

    Position Type: RegularYour opportunity At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. As a Client Relationship Specialist (CRS), you have the opportunity to bring your passion for customer...