Client Relationship Consultant (Banker - multi levels) - Riverside, CA (30hrs)

U.S. Bank•Riverside, CA

3d•Onsite

About The Position

This role has multiple levels, open to candidates with 3 years to 5 years minimum experience in customer service and sales. The successful candidate will be hired for the level of the position that aligns with their experience. Please note that the salary range provided corresponds to the lowest level of the position posted. Client Relationship Consultants build relationships with customers by meeting face to face and engaging them when and where they need to provide the best possible counsel. Strong client relationships are based on trust, assessing and attending to customers’ banking needs, obtaining and processing customer and account information, educating clients on available deposit and loan products and services, and recommending financial solutions based on each customer’s unique goals and needs. They are also responsible for originating and closing consumer loans, opening accounts, and opening and/or closing the branch. We’re looking for people who want more than just a job – who want to make a difference in the communities where we live and work. Apply today and explore what’s possible with a career at U.S. Bank. 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
One to three years of customer service experience (for CRC 1)
One to three years of sales experience (for CRC 1)
Three to four years of customer service experience (for CRC 2)
Three to four years of sales experience (for CRC 2)
Four to five years of customer service experience (for CRC 3)
Four to five years of sales experience (for CRC 3)
Five or more years of customer service experience (for CRC 4)
Five or more years of sales experience (for CRC 4)
National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z.
Satisfactory criminal and credit record to meet NMLS registration requirements.
Ability 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

Basic knowledge of retail product philosophy, policy, procedures, documentation and systems (for CRC 1)
Basic knowledge of all retail products and services (for CRC 1)
Thorough knowledge of retail product philosophy, policy, procedures, documentation and systems (for CRC 2 & 3)
Thorough knowledge of all retail products and services (for CRC 2 & 3)
Advanced knowledge of retail product philosophy, policy, procedures, documentation and systems (for CRC 4)
Advanced knowledge of all retail products and services (for CRC 4)
Proven customer service and interpersonal skills
Effective selling and referral skills
Strong mathematical, problem-solving, and negotiation skills
Strong verbal and written communication skills
Experience in the financial services industry preferred
Experience in participating in sales campaigns/promotions (for CRC 2, 3 & 4)
Previous supervisory experience preferred (for CRC 3 & 4)

Responsibilities

Meet face to face and engage customers to provide the best possible counsel.
Assess and attend to customers’ banking needs.
Obtain and process customer and account information.
Educate clients on available deposit and loan products and services.
Recommend financial solutions based on each customer’s unique goals and needs.
Originate and close consumer loans.
Open accounts.
Open and/or close the branch.

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