U.S. Bank
Client Relationship Consultant 2 (Banker) - Anderson, CA
U.S. Bank, Anderson, California, United States, 96007
Overview
Be among the first 25 applicants At U.S. Bank, we’re on a journey to do our best. Helping customers and businesses make better financial decisions and enabling communities to grow. A career with U.S. Bank offers opportunities to grow and discover what you excel at—from Day One. Job Description Client Relationship Consultants build relationships with customers through in-person, by appointment, and virtual interactions to provide the best possible counsel with a digital-first mindset. Responsibilities include assessing customers’ banking needs, processing customer and account information, demonstrating and educating clients on deposit and loan products, and recommending solutions based on each client’s goals. Key activities include proactive outreach and follow-up, learning about customers’ financial needs and channel preferences, maintaining knowledge of consumer and business banking products and services (including digital options), delivering a consistent optimal client experience, greeting clients, and processing basic transactions. Collaborate with branch teams and partners to serve clients, open new accounts, handle service requests, and submit credit applications. Educate clients on emerging digital products and self-service tools to meet their needs. Leverage resources and technology to optimize the client experience with operational excellence and accuracy. This position requires National Mortgage Licensing System (NMLS) registration under the SAFE Act and Regulation Z, and a criminal background and credit check. Failure to meet NMLS requirements may result in rescission of an offer or termination of employment. Qualifications
High school diploma or equivalent Typically has a minimum of 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 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 Strong customer service and interpersonal skills Experience with digital products and self-service technologies Ability to identify a customer’s true needs with a digital-first mindset Basic proficiency in making appropriate recommendations to meet customer needs Experience in the financial services industry preferred If accommodations are needed during the application or hiring process, refer to disability accommodations for applicants. Benefits
Our benefits and total rewards consider team members’ whole selves. Benefits include, and may vary by role, location or hours: healthcare (medical, dental, vision); life insurance; disability coverage; pregnancy and parental leave; 401(k) and employer-funded retirement plan; paid vacation; 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 by law. E-Verify U.S. Bank participates in the E-Verify program where required. Learn more about E-Verify. The salary range reflects figures based on the primary location. Pay Range: $20.00 - $22.50. In addition to salary, U.S. Bank offers a comprehensive benefits package. Details vary by location and eligibility. U.S. Bank will consider qualified applicants with arrest or conviction records. Background checks will be conducted as required by applicable laws and program requirements. Applicants must be able to 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. Details
Seniority level: Associate Employment type: Full-time Job function: Consulting, Information Technology, and Sales Industries: Banking
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Be among the first 25 applicants At U.S. Bank, we’re on a journey to do our best. Helping customers and businesses make better financial decisions and enabling communities to grow. A career with U.S. Bank offers opportunities to grow and discover what you excel at—from Day One. Job Description Client Relationship Consultants build relationships with customers through in-person, by appointment, and virtual interactions to provide the best possible counsel with a digital-first mindset. Responsibilities include assessing customers’ banking needs, processing customer and account information, demonstrating and educating clients on deposit and loan products, and recommending solutions based on each client’s goals. Key activities include proactive outreach and follow-up, learning about customers’ financial needs and channel preferences, maintaining knowledge of consumer and business banking products and services (including digital options), delivering a consistent optimal client experience, greeting clients, and processing basic transactions. Collaborate with branch teams and partners to serve clients, open new accounts, handle service requests, and submit credit applications. Educate clients on emerging digital products and self-service tools to meet their needs. Leverage resources and technology to optimize the client experience with operational excellence and accuracy. This position requires National Mortgage Licensing System (NMLS) registration under the SAFE Act and Regulation Z, and a criminal background and credit check. Failure to meet NMLS requirements may result in rescission of an offer or termination of employment. Qualifications
High school diploma or equivalent Typically has a minimum of 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 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 Strong customer service and interpersonal skills Experience with digital products and self-service technologies Ability to identify a customer’s true needs with a digital-first mindset Basic proficiency in making appropriate recommendations to meet customer needs Experience in the financial services industry preferred If accommodations are needed during the application or hiring process, refer to disability accommodations for applicants. Benefits
Our benefits and total rewards consider team members’ whole selves. Benefits include, and may vary by role, location or hours: healthcare (medical, dental, vision); life insurance; disability coverage; pregnancy and parental leave; 401(k) and employer-funded retirement plan; paid vacation; 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 by law. E-Verify U.S. Bank participates in the E-Verify program where required. Learn more about E-Verify. The salary range reflects figures based on the primary location. Pay Range: $20.00 - $22.50. In addition to salary, U.S. Bank offers a comprehensive benefits package. Details vary by location and eligibility. U.S. Bank will consider qualified applicants with arrest or conviction records. Background checks will be conducted as required by applicable laws and program requirements. Applicants must be able to 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. Details
Seniority level: Associate Employment type: Full-time Job function: Consulting, Information Technology, and Sales Industries: Banking
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