U.S. Bank
Client Relationship Consultant 1-3 (Banker) - Orange County, CA
U.S. Bank, Long Beach, California, us, 90899
Overview
At U.S. Bank, we’re on a journey to do our best. Helping customers and businesses make better and smarter financial decisions and enabling communities to grow and succeed. A career with U.S. Bank offers opportunities to discover what makes you thrive at every stage of your career—from Day One. Client Relationship Consultants build relationships with customers through in-person, by appointment, and virtual channels to provide counsel with a digital-first mindset. They assess customers’ banking needs, obtain and process information, demonstrate and educate on deposit and loan products, and recommend solutions aligned with each customer’s goals. Responsibilities
Build and foster relationships with clients through proactive outreach and follow-up; learn about financial needs and channel preferences. Identify solutions for new and existing clients based on their needs; engage and communicate effectively. 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. Proactively educate clients on emerging and self-service digital products to meet financial needs. Leverage available resources and technologies to optimize the client experience and ensure operational excellence and accuracy. Licensing
This position requires registration with the National Mortgage Licensing System (NMLS) under the S.A.F.E. Act of 2008 and Regulation Z. The registration process includes a criminal background and credit check. Failure to meet or maintain any NMLS requirements may result in rescission of an offer or termination of employment. Experience Levels
This role has multiple levels, open to candidates with 1 to 5 years of customer service and sales experience. The successful candidate will be hired for the level that aligns with their experience. Roles and Qualifications
Client Relationship Consultant 1 Basic Qualifications
High school diploma or equivalent Typically 1–2 years of job-related retail banking experience or a combination of experience and training Preferred Skills/Experience
Proven ability to build and foster client relationships through proactive outreach and follow-up Ability to engage and communicate effectively with clients Basic knowledge of applicable bank policies, procedures and support systems Proven customer service and interpersonal skills Experience with digital products and self-service technologies Ability to identify customer needs and recommend solutions with a digital-first mindset Basic proficiency in making recommendations that meet customer needs Experience in the financial services industry preferred Client Relationship Consultant 2 Basic Qualifications
High school diploma or equivalent Typically 3–4 years of job-related retail banking experience or a combination of experience and training Preferred Skills/Experience
Proven ability to build and foster client relationships through proactive outreach and follow-up Ability to engage and communicate effectively with clients Thorough knowledge of applicable bank policies, procedures and support systems Proven customer service and interpersonal skills Experience with digital products and self-service technologies Ability to identify customer needs and leverage a digital-first mindset Experience in the financial services industry preferred Client Relationship Consultant 3 Basic Qualifications
High school diploma or equivalent Typically 4–5 years of job-related retail banking experience or a combination of experience and training Preferred Skills/Experience
Proven ability to build and foster client relationships through proactive outreach and follow-up Ability to engage and communicate effectively with clients Thorough knowledge of bank policies, procedures and support systems Thorough knowledge of all retail products and services Proven customer service and interpersonal skills Experience with sales campaigns/promotions Experience with digital products and self-service technologies Ability to identify customer needs and leverage a digital-first mindset Advanced proficiency in making appropriate recommendations that meet customer needs Experience in the financial services industry preferred 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 benefits and total rewards intend to support team members’ health, security, and peace of mind. Benefits vary by role, location, and hours and may include: Healthcare (medical, dental, vision) Life insurance Disability insurance Pregnancy disability and parental leave 401(k) and employer-funded retirement plan Paid vacation (2–5 weeks depending on salary grade and tenure) Up to 11 paid holidays Adoption assistance Sick and Safe Leave accruals 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 E-Verify program. Learn more about the E-Verify program. The salary range reflects figures based on the primary location listed first. Actual range may differ by location. In addition to salary, U.S. Bank offers a comprehensive benefits package. Pay Range: $20.00 - $25.77 U.S. Bank will consider qualified applicants with arrest or conviction records. Background checks are conducted in accordance with applicable laws and may include federal and state requirements. Some positions may be subject to FINRA, NMLS registration, Reg Z, Reg G, OFAC, and other requirements. Applicants must comply with U.S. Bank policies and Code of Ethics and Business Conduct. Posting may be closed earlier due to high volume of applicants.
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At U.S. Bank, we’re on a journey to do our best. Helping customers and businesses make better and smarter financial decisions and enabling communities to grow and succeed. A career with U.S. Bank offers opportunities to discover what makes you thrive at every stage of your career—from Day One. Client Relationship Consultants build relationships with customers through in-person, by appointment, and virtual channels to provide counsel with a digital-first mindset. They assess customers’ banking needs, obtain and process information, demonstrate and educate on deposit and loan products, and recommend solutions aligned with each customer’s goals. Responsibilities
Build and foster relationships with clients through proactive outreach and follow-up; learn about financial needs and channel preferences. Identify solutions for new and existing clients based on their needs; engage and communicate effectively. 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. Proactively educate clients on emerging and self-service digital products to meet financial needs. Leverage available resources and technologies to optimize the client experience and ensure operational excellence and accuracy. Licensing
This position requires registration with the National Mortgage Licensing System (NMLS) under the S.A.F.E. Act of 2008 and Regulation Z. The registration process includes a criminal background and credit check. Failure to meet or maintain any NMLS requirements may result in rescission of an offer or termination of employment. Experience Levels
This role has multiple levels, open to candidates with 1 to 5 years of customer service and sales experience. The successful candidate will be hired for the level that aligns with their experience. Roles and Qualifications
Client Relationship Consultant 1 Basic Qualifications
High school diploma or equivalent Typically 1–2 years of job-related retail banking experience or a combination of experience and training Preferred Skills/Experience
Proven ability to build and foster client relationships through proactive outreach and follow-up Ability to engage and communicate effectively with clients Basic knowledge of applicable bank policies, procedures and support systems Proven customer service and interpersonal skills Experience with digital products and self-service technologies Ability to identify customer needs and recommend solutions with a digital-first mindset Basic proficiency in making recommendations that meet customer needs Experience in the financial services industry preferred Client Relationship Consultant 2 Basic Qualifications
High school diploma or equivalent Typically 3–4 years of job-related retail banking experience or a combination of experience and training Preferred Skills/Experience
Proven ability to build and foster client relationships through proactive outreach and follow-up Ability to engage and communicate effectively with clients Thorough knowledge of applicable bank policies, procedures and support systems Proven customer service and interpersonal skills Experience with digital products and self-service technologies Ability to identify customer needs and leverage a digital-first mindset Experience in the financial services industry preferred Client Relationship Consultant 3 Basic Qualifications
High school diploma or equivalent Typically 4–5 years of job-related retail banking experience or a combination of experience and training Preferred Skills/Experience
Proven ability to build and foster client relationships through proactive outreach and follow-up Ability to engage and communicate effectively with clients Thorough knowledge of bank policies, procedures and support systems Thorough knowledge of all retail products and services Proven customer service and interpersonal skills Experience with sales campaigns/promotions Experience with digital products and self-service technologies Ability to identify customer needs and leverage a digital-first mindset Advanced proficiency in making appropriate recommendations that meet customer needs Experience in the financial services industry preferred 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 benefits and total rewards intend to support team members’ health, security, and peace of mind. Benefits vary by role, location, and hours and may include: Healthcare (medical, dental, vision) Life insurance Disability insurance Pregnancy disability and parental leave 401(k) and employer-funded retirement plan Paid vacation (2–5 weeks depending on salary grade and tenure) Up to 11 paid holidays Adoption assistance Sick and Safe Leave accruals 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 E-Verify program. Learn more about the E-Verify program. The salary range reflects figures based on the primary location listed first. Actual range may differ by location. In addition to salary, U.S. Bank offers a comprehensive benefits package. Pay Range: $20.00 - $25.77 U.S. Bank will consider qualified applicants with arrest or conviction records. Background checks are conducted in accordance with applicable laws and may include federal and state requirements. Some positions may be subject to FINRA, NMLS registration, Reg Z, Reg G, OFAC, and other requirements. Applicants must comply with U.S. Bank policies and Code of Ethics and Business Conduct. Posting may be closed earlier due to high volume of applicants.
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