U.S. Bank
Client Relationship Consultant 2 (Banker) -Laguna Hills, CA (20 hrs)
U.S. Bank, Laguna Woods, California, United States, 92637
Overview
Client Relationship Consultant 2 (Banker) - Laguna Hills, CA (20 hrs) U.S. Bank is seeking a Client Relationship Consultant 2 to build relationships with customers through in-person, appointment, and virtual channels. The role focuses on understanding customer needs, educating clients on deposit and loan products, and guiding them toward digital self-service options while maintaining a high level of service and accuracy. Responsibilities
Build and foster relationships with clients through proactive outreach and follow up, learning about financial needs and channel preferences. Identify solutions for new and existing clients by effectively engaging and communicating with clients. Maintain working knowledge of consumer and business banking products and services, including digital products and services. Provide a consistent optimal client experience, including greeting clients and processing basic transactions. Develop collaborative partnerships with branch team members and partners to best serve clients. Open new consumer and business accounts, complete service requests, and submit credit applications. Educate clients on emerging and self-service digital products and services to meet financial needs. Leverage available resources and technologies to optimize the client experience with operational excellence and accuracy. 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 proficiency in making appropriate recommendations that meet customer needs Experience in the financial services industry is preferred Licensing and Compliance
This position requires National Mortgage Licensing System (NMLS) registration under the S.A.F.E. Act of 2008 and Regulation Z, including a criminal background and credit check. Failure to meet NMLS requirements may affect offers or employment. Benefits
Healthcare (medical, dental, vision) Basic and optional life insurance Disability coverage (short-term and long-term) Pregnancy disability and parental leave 401(k) with employer contributions Paid vacation and paid holidays Adoption assistance Sick and Safe Leave accruals Additional Information
Salary Range: $20.00 - $25.77 per hour, varies by location and role U.S. Bank is an equal opportunity employer and participates in E-Verify Posting may close earlier due to high volume of applicants
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Client Relationship Consultant 2 (Banker) - Laguna Hills, CA (20 hrs) U.S. Bank is seeking a Client Relationship Consultant 2 to build relationships with customers through in-person, appointment, and virtual channels. The role focuses on understanding customer needs, educating clients on deposit and loan products, and guiding them toward digital self-service options while maintaining a high level of service and accuracy. Responsibilities
Build and foster relationships with clients through proactive outreach and follow up, learning about financial needs and channel preferences. Identify solutions for new and existing clients by effectively engaging and communicating with clients. Maintain working knowledge of consumer and business banking products and services, including digital products and services. Provide a consistent optimal client experience, including greeting clients and processing basic transactions. Develop collaborative partnerships with branch team members and partners to best serve clients. Open new consumer and business accounts, complete service requests, and submit credit applications. Educate clients on emerging and self-service digital products and services to meet financial needs. Leverage available resources and technologies to optimize the client experience with operational excellence and accuracy. 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 proficiency in making appropriate recommendations that meet customer needs Experience in the financial services industry is preferred Licensing and Compliance
This position requires National Mortgage Licensing System (NMLS) registration under the S.A.F.E. Act of 2008 and Regulation Z, including a criminal background and credit check. Failure to meet NMLS requirements may affect offers or employment. Benefits
Healthcare (medical, dental, vision) Basic and optional life insurance Disability coverage (short-term and long-term) Pregnancy disability and parental leave 401(k) with employer contributions Paid vacation and paid holidays Adoption assistance Sick and Safe Leave accruals Additional Information
Salary Range: $20.00 - $25.77 per hour, varies by location and role U.S. Bank is an equal opportunity employer and participates in E-Verify Posting may close earlier due to high volume of applicants
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