U.S. Bank
Client Relationship Consultant 4 (Banker) - Agoura Hills, CA
U.S. Bank, Agoura Hills, California, United States, 91375
Overview
Join to apply for the
Client Relationship Consultant 4 (Banker) - Agoura Hills, CA
role at
U.S. Bank . At U.S. Bank, we’re on a journey to do our best. We aim to help customers and businesses make better and smarter financial decisions and enable communities to grow and succeed. A career with U.S. Bank provides 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. They assess customer needs, obtain and process information, demonstrate and educate clients on deposit and loan products and services, and recommend solutions based on each customer’s goals and needs. Responsibilities
Build and foster relationships with clients through proactive outreach and follow-up, learning about their financial needs and banking channel preferences. Identify solutions for new and existing clients based on their needs through effective engagement and communication. 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 and services to meet their financial needs. Leverage available resources and technologies to optimize the client experience and ensure operational excellence and accuracy. Basic Qualifications
High school diploma or equivalent Typically five or more 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 Advanced 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 Benefits
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. 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. Learn more about the E-Verify program. 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: $25.77 - $34.33 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 those related to fair chance ordinances and federal requirements. Some positions may be subject to FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or other applicable federal guidelines. Posting may be closed earlier due to high volume of applicants.
#J-18808-Ljbffr
Join to apply for the
Client Relationship Consultant 4 (Banker) - Agoura Hills, CA
role at
U.S. Bank . At U.S. Bank, we’re on a journey to do our best. We aim to help customers and businesses make better and smarter financial decisions and enable communities to grow and succeed. A career with U.S. Bank provides 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. They assess customer needs, obtain and process information, demonstrate and educate clients on deposit and loan products and services, and recommend solutions based on each customer’s goals and needs. Responsibilities
Build and foster relationships with clients through proactive outreach and follow-up, learning about their financial needs and banking channel preferences. Identify solutions for new and existing clients based on their needs through effective engagement and communication. 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 and services to meet their financial needs. Leverage available resources and technologies to optimize the client experience and ensure operational excellence and accuracy. Basic Qualifications
High school diploma or equivalent Typically five or more 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 Advanced 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 Benefits
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. 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. Learn more about the E-Verify program. 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: $25.77 - $34.33 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 those related to fair chance ordinances and federal requirements. Some positions may be subject to FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or other applicable federal guidelines. Posting may be closed earlier due to high volume of applicants.
#J-18808-Ljbffr