Peak Time Client Relationship Consultant - El Cerrito, CA (19 hrs)
About The Position
Works a specified schedule (less than 20 hours per week) during peak business times in a branch. Builds and fosters relationships with clients through proactive outreach (includes outbound calling) and follow up, asking questions and learning about their financial needs, and banking channel preferences. Accurately completes teller transactions including deposits, account maintenance, withdrawals, transfers, ATM, bag drops, and balancing cash drawer daily within bank policies and operational guidelines. Actively develops new business and expands existing customer relationships. 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.
Requirements
- High school diploma or equivalent
- Typically has one year of related banking experience or commensurate training in sales and customer service experience
- 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.
- Must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.
Nice To Haves
- Some knowledge of retail product philosophy, policy, procedures, documentation and systems
- Effective selling and referral skills
- Proven customer service and interpersonal skills
- Strong mathematical, problem-solving and negotiation skills
- Effective verbal and written communication skills
Responsibilities
- Builds and fosters relationships with clients through proactive outreach (includes outbound calling) and follow up, asking questions and learning about their financial needs, and banking channel preferences.
- Accurately completes teller transactions including deposits, account maintenance, withdrawals, transfers, ATM, bag drops, and balancing cash drawer daily within bank policies and operational guidelines.
- Actively develops new business and expands existing customer relationships.
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 (all benefits are subject to eligibility requirements)
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Part-time
Career Level
Entry Level
Education Level
High school or GED
Number of Employees
5,001-10,000 employees
