CLIENT RELATIONSHIP CONSULTANT 2 (BANKER) - RANCHO SANTA MARGARITA, CA (35HRS)

U.S. Bank
CA, United States
$27,5 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.

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 (https : / / careers.

usbank.com / global / en / 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 (https : / / eeoc.

gov / sites / default / files / 2023-06 / 22-088 EEOC KnowYourRights6.12ScreenRdr.pdf) 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 (https : / / careers.usbank.com / verification-of-eligibility-for-employment) .

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 - $25.00 - $27.50

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.

8 hours ago
Related jobs
Promoted
US Bank
Palos Verdes Peninsula, 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...

Promoted
U.S. Bancorp
CA, United States

Strong client rela Client Relations, Relationship, Consultant, English, Spanish, Bilingual, Education. 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...

Promoted
BankTalent HQ
Carlsbad, California

Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our clients and with each other. Branch Relationship Banker (Personal Banker). As a premier California-focus...

Promoted
Banner Bank
Los Angeles, California

Open accounts, assist with processing Banker transactions, cross-sell Bank products and services, take applications for and book loans, perform account and client profile maintenance, and respond to questions regarding client accounts. Client Relationship Consultant. Client Relationship Consultant R...

Promoted
Charles Schwab
Torrance, California

This is a role where you can bring your passion for mentorship and developing client service professionals to a firm that will value your contributions and champion your growth. Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions. At Schw...

Promoted
The Hartford
Los Angeles, California

Client Relationship Manager - SA08AE. As a Client Relationship Manager, you are Responsible for managing a defined book of business consisting of Regional Account (500-4,999 lives) customers. Keeps abreast of client's changing benefits/HR needs/corporate landscape. Partners with Regional Account Exe...

Swarovski
Arcadia, California

We do not discriminate based on race, color, religion, marital status, age, national origin, physical or mental disability, medical condition, pregnancy, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under the law of the countries we operate...

Office Pride
Rancho Santa Margarita, California

Commercial Cleaning Technician Part Time Evenings Rancho Santa Margarita Area. Phone and Laundry allowance, CalSavers Retirement Plan, Performance Incentives and Bonuses, Scholarship Program. Sweep or vacuum and damp mop hard surface floors and vacuum carpeted floors. Dust work surfaces, other furni...

JPMorgan Chase Bank, N.A.
San Leandro, 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...

Senior Helpers - South OC
Rancho Santa Margarita, California

Communicate effectively with the client's family and our caregiving team. Our caregivers are the heart of our organization, and we strive to offer an environment where they can thrive both personally and professionally. We are seeking a compassionate and resilient caregiver to provide companionship ...