US Bank
Client Relationship Consultant 2 (Banker) - Fountain Valley, CA (20 hrs)Category
US Bank, Fountain Valley, California, us, 92728
Overview
Client Relationship Consultant
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.
Responsibilities
Build relationships with customers through in-person, by appointment, and virtual channels to provide counsel with a digital-first mindset.
Assess and attend to customers' banking needs, obtain and process customer and account information, and demonstrate and educate clients on available deposit and loan products and services.
Recommend solutions based on each customer's unique goals and needs, and engage in proactive outreach and follow-up to learn about financial needs and channel preferences.
Identify solutions for new and existing clients by effectively engaging and communicating with clients.
Maintain a 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 and services to assist with meeting their financial needs.
Leverage available resources and technologies to optimize the client experience and deliver operational excellence and accuracy.
Compliance note: This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z, including a criminal background and credit check. Failure to meet or maintain any NMLS requirements may result in offer rescission 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.
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 (some may vary based on role, location, or hours):
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
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.
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: $20.00 - $25.77
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.
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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.
Responsibilities
Build relationships with customers through in-person, by appointment, and virtual channels to provide counsel with a digital-first mindset.
Assess and attend to customers' banking needs, obtain and process customer and account information, and demonstrate and educate clients on available deposit and loan products and services.
Recommend solutions based on each customer's unique goals and needs, and engage in proactive outreach and follow-up to learn about financial needs and channel preferences.
Identify solutions for new and existing clients by effectively engaging and communicating with clients.
Maintain a 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 and services to assist with meeting their financial needs.
Leverage available resources and technologies to optimize the client experience and deliver operational excellence and accuracy.
Compliance note: This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z, including a criminal background and credit check. Failure to meet or maintain any NMLS requirements may result in offer rescission 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.
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 (some may vary based on role, location, or hours):
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
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.
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: $20.00 - $25.77
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.
#J-18808-Ljbffr