Top 41 Banking consultant Jobs in San Francisco Ca

Client Relationship Consultant 3 (Banker) - North Beach - San Francisco, CA Bilingual Cantonese & English
U.S. Bank National Association —San Francisco, CA
- $24.23 - $35.54 an hour
- Full-time
- Mid-level
- Office
- High school diploma or GED
- Paid holidays
- Disability insurance
Client Relationship Consultant 3 (Banker) - San Carlos, CA
U.S. Bank National Association —San Carlos, CA
- $24.23 - $35.54 an hour
- Full-time
- Mid-level
- Office
- High school diploma or GED
- Paid holidays
- Disability insurance
Client Relationship Consultant 1 (Banker) - San Bruno, CA (32 hrs)
U.S. Bank National Association —San Bruno, CA
- $20.00 - $26.65 an hour
- Full-time
- Office
- High school diploma or GED
- US work authorization
- Paid holidays
- Disability insurance
Investment Banking Consultant
Accenture —San Francisco, CA
- $59,100 - $205,800 a year
- Full-time
- Research
- Bachelor's degree
- US work authorization
- Paid holidays
- Disability insurance
Retail Banking Manager
Accenture —San Francisco, CA
- $87,400 - $293,800 a year
- Full-time
- 5 years
- Bachelor's degree
- Travel
- Paid holidays
- Disability insurance
Retail Banking Senior Manager
Accenture —San Francisco, CA
- $122,700 - $338,300 a year
- Full-time
- Bachelor's degree
- Travel
- Mentoring
- Paid holidays
- Disability insurance
Banking Payments Senior Manager
Accenture —San Francisco, CA
- $122,700 - $338,300 a year
- Full-time
- Analysis skills
- Travel
- US work authorization
- Paid holidays
- Disability insurance
Sr. Banking Advisor
Northern Trust Corp. —San Francisco, CA
- $158,010 - $268,640 a year
- Full-time
- Senior level
- Leadership
- Communication skills
- Health insurance
- Dental insurance
Advisor Relationship Manager
Syntheticfi —San Francisco, CA
- $120,000 - $150,000 a year
- Full-time
- Remote
- Mid-level
- 3 years
- Finance
- Health insurance
- Dental insurance
Quick Apply
Sr. Treasury Management Consultant - Government
U.S. Bank National Association —San Francisco, CA
- $139,230 - $180,180 a year
- Full-time
- 7 years
- Office
- Business development experience
- Paid holidays
- Disability insurance
Strategy& Consumer Banking & Payments Consulting Manager
PRICE WATERHOUSE COOPERS —San Francisco, CA
- $99,000 - $232,000 a year
- 5 years
- Analysis skills
- Bachelor's degree
- Paid holidays
- Health insurance
Investment Banking Manager
Accenture —San Francisco, CA
- $87,400 - $293,800 a year
- Full-time
- 7 years
- Bachelor's degree
- Mentoring
- Paid holidays
- Disability insurance
Product Manager (Consulting Manager)- Banking & Finance Consulting
Cognizant —San Francisco, CA
- $110,000 - $129,000 a year
- Full-time
- Hybrid work
- Office
- 3 years
- Finance
- Health savings account
- Paid holidays
2d
Internal Advisor Consultant
TIAA —San Francisco, CA
- $54,000 - $70,000 a year
- Online Application
- Mid-level
- Business development experience
- Analysis skills
Agentic Commerce Senior Manager | Banking
Accenture —San Francisco, CA
- $122,700 - $317,200 a year
- Full-time
- Computer Science
- US work authorization
- Military encouraged
- Paid holidays
- Disability insurance
Client Relationship Consultant 1-4 (Banker) - San Francisco Peninsula, CA (32-40 hrs)
U.S. Bank National Association —San Francisco, CA
- $20.77 - $30.46 an hour
- Full-time
- Office
- High school diploma or GED
- US work authorization
- Paid holidays
- Disability insurance
14d
Client Relationship Consultant 2 (Banker) - Bayview - San Francisco, CA
U.S. Bank National Association —San Francisco, CA
- $20.77 - $30.46 an hour
- Full-time
- Mid-level
- Office
- High school diploma or GED
- Paid holidays
- Disability insurance
Client Relationship Consultant 3 (Banker) - Martinez, CA
U.S. Bank National Association —Martinez, CA
- $24.23 - $35.54 an hour
- Full-time
- Mid-level
- Office
- High school diploma or GED
- Paid holidays
- Disability insurance
Client Relationship Consultant 2 (Banker) - Excelsior - San Francisco, CA Bilingual English & Spanish
U.S. Bank National Association —San Francisco, CA
- $20.77 - $30.46 an hour
- Full-time
- Mid-level
- Office
- High school diploma or GED
- Paid holidays
- Disability insurance
Client Relationship Consultant 4 (Banker) - Lafayette, CA
U.S. Bank National Association —Lafayette, CA
- $27.55 - $40.40 an hour
- Full-time
- 5 years
- Mid-level
- High school diploma or GED
- Paid holidays
- Disability insurance
7d

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Client Relationship Consultant 3 (Banker) - North Beach - San Francisco, CA Bilingual Cantonese & English

U.S. Bank National Association -
San Francisco, CA

Apply Now

Job Details

Full-time
$24.23 - $35.54 an hour

Benefits

Paid holidays
Disability insurance
Health insurance
Dental insurance
401(k)
Adoption assistance
Parental leave
Vision insurance
Life insurance

Qualifications

MLO License
Customer communication
Cantonese
High school diploma or GED

Full Job Description

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.

A Client Relationship Consultant will not be able to perform this job without knowing how to read, write, and speak in business-level proficiency of the Cantonese language. 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

Bilingual ability to read, write, and speak in business-level proficiency of XX language and English

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

This role requires working from a U.S. Bank location for all scheduled work days.

#BayAreaPriority

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.

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.

Apply Now

Refine Your Search

banking consultant jobs in san francisco ca

Client Relationship Consultant 3 (Banker) - North Beach - San Francisco, CA Bilingual Cantonese & English

Client Relationship Consultant 3 (Banker) - San Carlos, CA

Client Relationship Consultant 1 (Banker) - San Bruno, CA (32 hrs)

Investment Banking Consultant

Retail Banking Manager

Retail Banking Senior Manager

Banking Payments Senior Manager

Sr. Banking Advisor

Advisor Relationship Manager

Sr. Treasury Management Consultant - Government

Strategy& Consumer Banking & Payments Consulting Manager

Investment Banking Manager

Product Manager (Consulting Manager)- Banking & Finance Consulting

Internal Advisor Consultant

Agentic Commerce Senior Manager | Banking

Client Relationship Consultant 1-4 (Banker) - San Francisco Peninsula, CA (32-40 hrs)

Client Relationship Consultant 2 (Banker) - Bayview - San Francisco, CA

Client Relationship Consultant 3 (Banker) - Martinez, CA

Client Relationship Consultant 2 (Banker) - Excelsior - San Francisco, CA Bilingual English & Spanish

Client Relationship Consultant 4 (Banker) - Lafayette, CA

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