Client Relationship Consultant 3 (Banker) - Buena Park, CA (30hrs.)

U.S. Bank•Buena Park, CA

2d•Onsite

About The Position

Client Relationship Consultants at U.S. Bank build relationships with customers, engaging them through various channels including in-person, by appointment, and virtually. The role focuses on providing financial counsel with a digital-first mindset. Key aspects include assessing and addressing customers' banking needs, processing account information, demonstrating and educating clients on deposit and loan products and services, and recommending solutions tailored to individual goals. The consultant is expected to proactively foster client relationships, maintain a strong knowledge of consumer and business banking products (including digital services), and ensure an optimal client experience. This involves collaborating with branch team members, opening new accounts, completing service requests, submitting credit applications, and educating clients on self-service digital tools. The position requires leveraging resources and technologies for operational excellence and accuracy. Additionally, this role requires National Mortgage Licensing System (NMLS) registration under the S.A.F.E. Act of 2008 and Regulation Z, which includes criminal background and credit checks.

Requirements

High school diploma or equivalent
Typically has a minimum four to five years of job-related, retail banking experience or a combination of experience and commensurate training
NMLS registration (subject to criminal background and credit check)

Nice To Haves

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
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

Responsibilities

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

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
Incentive and recognition programs
Equity stock purchase
Pension