Client Relationship Consultant 4 (Banker) - Atwater, CA

U.S. BankLos Angeles, CA
$38Onsite

About The Position

At U.S. Bank, we are committed to helping customers and businesses make better financial decisions and enabling communities to grow. A career with U.S. Bank offers a wide range of opportunities for personal and professional growth from Day One. Client Relationship Consultants build relationships with customers, engaging them through various channels including in-person, by appointment, and virtually. The role focuses on providing optimal counsel with a digital-first mindset. Strong client relationships are built on trust, assessing and addressing customers’ banking needs, processing account information, demonstrating and educating clients on available deposit and loan products and services, and recommending solutions tailored to each customer’s unique goals.

Requirements

  • National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z.
  • Subject to the required registration process, which includes a criminal background and credit check.
  • High school diploma or equivalent
  • Typically has five or more years of job-related, retail banking experience or a combination of experience and commensurate training

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
  • 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

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.

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

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What This Job Offers

Job Type

Full-time

Career Level

Mid Level

Education Level

High school or GED

Number of Employees

5,001-10,000 employees

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