U.S. Bank
Client Relationship Consultant 3 (Banker) - Camarillo. CA
U.S. Bank, Camarillo, California, United States, 93012
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. Job Description: Client Relationship Consultants build relationships with customers, engaging them via in-person, by appointment, and virtual channels to provide the best possible counsel with 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 recommending solutions based on each customer’s goals and needs. This role emphasizes proactive outreach and collaboration with branch teams to serve clients, open new accounts, complete service requests, and educate clients on digital products and services to meet financial needs. The position leverages technology to optimize the client experience and uphold operational excellence and accuracy. This position requires National Mortgage Licensing System (NMLS) registration under the SAFE Act and Regulation Z, with a background and credit check as part of the registration process. Failure to meet requirements may affect offer or employment status. Responsibilities
Build and foster relationships with clients through proactive outreach and follow-up, learning about their financial needs and channel preferences. Identify solutions for new and existing clients based on their needs by engaging and communicating effectively. Maintain knowledge of consumer and business banking products and services, including digital offerings. Provide a consistent optimal client experience, greet clients, and process 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. Leverage available resources and technologies to optimize the client experience with accuracy and efficiency. Basic Qualifications
High school diploma or equivalent Typically four to five years of job-related retail banking experience or a combination of experience and commensurate training Preferred Skills/Experience
Proven ability to build and foster client relationships through proactive outreach and follow-up Ability to effectively engage and communicate with clients Thorough knowledge of bank policies, procedures, and support systems Thorough knowledge of all retail products and services Strong customer service and interpersonal skills Experience participating in sales campaigns/promotions Experience with digital products and self-service technologies Ability to identify a customer’s true needs with a digital-first mindset Demonstrated ability to make appropriate recommendations that meet customer needs Experience in the financial services industry is preferred Benefits
Healthcare (medical, dental, vision) 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 (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 U.S. Department of Homeland Security E-Verify program in all facilities where applicable. Learn more about E-Verify. The salary range reflects figures based on the primary location; actual range may differ by location. Salary range: $22.69 - $30.24, plus a comprehensive benefits package, including incentive programs and retirement contributions. U.S. Bank will consider qualified applicants with arrest or conviction records. Background checks are conducted in accordance with applicable laws and regulations. Applicants must comply with U.S. Bank policies and the 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. Job Description: Client Relationship Consultants build relationships with customers, engaging them via in-person, by appointment, and virtual channels to provide the best possible counsel with 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 recommending solutions based on each customer’s goals and needs. This role emphasizes proactive outreach and collaboration with branch teams to serve clients, open new accounts, complete service requests, and educate clients on digital products and services to meet financial needs. The position leverages technology to optimize the client experience and uphold operational excellence and accuracy. This position requires National Mortgage Licensing System (NMLS) registration under the SAFE Act and Regulation Z, with a background and credit check as part of the registration process. Failure to meet requirements may affect offer or employment status. Responsibilities
Build and foster relationships with clients through proactive outreach and follow-up, learning about their financial needs and channel preferences. Identify solutions for new and existing clients based on their needs by engaging and communicating effectively. Maintain knowledge of consumer and business banking products and services, including digital offerings. Provide a consistent optimal client experience, greet clients, and process 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. Leverage available resources and technologies to optimize the client experience with accuracy and efficiency. Basic Qualifications
High school diploma or equivalent Typically four to five years of job-related retail banking experience or a combination of experience and commensurate training Preferred Skills/Experience
Proven ability to build and foster client relationships through proactive outreach and follow-up Ability to effectively engage and communicate with clients Thorough knowledge of bank policies, procedures, and support systems Thorough knowledge of all retail products and services Strong customer service and interpersonal skills Experience participating in sales campaigns/promotions Experience with digital products and self-service technologies Ability to identify a customer’s true needs with a digital-first mindset Demonstrated ability to make appropriate recommendations that meet customer needs Experience in the financial services industry is preferred Benefits
Healthcare (medical, dental, vision) 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 (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 U.S. Department of Homeland Security E-Verify program in all facilities where applicable. Learn more about E-Verify. The salary range reflects figures based on the primary location; actual range may differ by location. Salary range: $22.69 - $30.24, plus a comprehensive benefits package, including incentive programs and retirement contributions. U.S. Bank will consider qualified applicants with arrest or conviction records. Background checks are conducted in accordance with applicable laws and regulations. Applicants must comply with U.S. Bank policies and the Code of Ethics and Business Conduct. Posting may be closed earlier due to high volume of applicants.
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