Client Relationship Consultant 2 (Banker) - Strawberry Village - Mill Valley, CA (30hrs)

US Bank
Mill Valley, California, US
$20,14-$26,88 an hour
Full-time

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.

Scroll down to find the complete details of the job offer, including experience required and associated duties and tasks.

Job Description

Client Relationship Consultants build relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually to provide the best possible counsel while adapting 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 services, and recommending solutions based on each customer’s unique goals and needs.

Builds and fosters relationships with clients through proactive outreach and follow up, asking questions and learning about their financial needs, and banking channel preferences.

Identifies solutions for new and existing clients based on their needs by effectively engaging and communicating with clients.

Maintains a working knowledge of consumer and business banking products and services including digital products and services.

Provides a consistent optimal client experience, including greeting clients and processing basic transactions. Develops collaborative partnerships with branch team members and partners to best serve clients.

Opens new consumer and business accounts, completes service requests and submits credit applications. Proactively educates clients on emerging and self-service digital products and services to assist with meeting their financial needs.

Leverages available resources and technologies to optimize the client experience and serve our clients with operational excellence and accuracy.

This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z.

You will be subject to the required registration process, which includes a criminal background and credit check. Failure to meet or maintain any of the NMLS registration requirements, including maintaining a satisfactory criminal and credit record, may result in a rescission of your offer 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

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 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

EEO is the Law

U.S. Bank is an equal opportunity employer committed to creating a diverse workforce. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.

Applicants can learn more about the company’s status as an equal opportunity employer by viewing the federal KNOW YOUR RIGHTS EEO poster.

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 : $20.14 - $26.88 - $29.57. Job postings typically remain open for approximately 20 days of the posting date listed above, however the job posting may be closed earlier should it be determined the position is no longer required due to business need.

Job postings in areas with a high volume of applicants, such as customer service, contact center, and Financial Crimes investigations, remain open for approximately 5 days of the posting listed date.

J-18808-Ljbffr

9 days ago
Related jobs
Promoted
CompHealth
Mill Valley, California

Need 4 - 5 days in a week (can be flexible). Your specialized recruiter takes care of every detail. ...

US Bank
Mill Valley, California

Client Relationship Consultants build relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually to provide the best possible counsel while adapting a digital first mindset. Strong client relationships are based on trust, assessing and attend...

JPMorgan Chase Bank, N.A.
San Francisco, California

Job responsibilities * Shares the value of Chase Private Client with clients that may be eligible * Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs * Partners with...

Soliant
Mill Valley, California

Collaboration with educators, parents, and healthcare professionals. ...

JPMorgan Chase & Co.
Tiburon, California

Works together with bankers, meets with their customers and introduces new clients to bankers for additional products and services. You will have a unique opportunity to grow your career while making a significant impact on our business. As a Senior Home Lending Advisor in Chase Home Lending, you wi...

JPMorgan Chase Bank, N.A.
Emeryville, California

Job responsibilities * Delivers an exceptional customer experience by acting with a customer-first attitude * Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs, and tailor produc...

AlliedTravelCareers
Mill Valley, California

AlliedTravelCareers is working with Ventura MedStaff to find a qualified Certified Occupational Therapist Assistant (COTA) in Mill Valley, California, 94941!. Founded in 2018 and located in Omaha, Nebraska, Ventura MedStaff is a veteran-owned healthcare staffing agency that helps medical facilities ...

JPMorgan Chase Bank, N.A.
San Francisco, California

Job responsibilities * Develop new and manage existing client relationships, providing exceptional service that exceeds expectations * Look for ways to cultivate and deepen long-term primary banking, investments and lending relationships, regularly conducting in-person calls with...

INTERIOR TALENT
Mill Valley, California

Bring your design passion and client management skills to an established brand! This is an exciting role to assist clients and interior designers on projects of all scope and scales. Interior Design, Interior Design Consultant, Residential Interior Design, Designer, Interiors, Design, Design Sales C...

Grant Thornton International Ltd
San Francisco, California

Grant Thornton is seeking a Client Relationship Executive (CRE) to join the team in San Francisco, CA. The Client Relationship Executive (CRE) initiates, qualifies (ensures the prospect fits with the firm’s strategic direction), and develops new business with target organizations to meet or exceed p...