Float Client Relationship Consultant 3 (Banker) - North Orange County, CA
About The Position
Float 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. This role requires travel to defined branch clusters as assigned, with mileage and drive time paid for any time or distance beyond your regular home branch commute. The position offers a flexible work schedule, 6 days per week, and reports to the float pool manager at the market level. U.S. Bank is looking for individuals who want to make a difference in the communities where they live and work.
Requirements
- High school diploma or equivalent
- Four to five years of customer service experience
- Four to five years of sales experience
- National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z.
- Subject to required registration process, including criminal background and credit check.
- 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
- Thorough knowledge of retail product philosophy, policy, procedures, documentation and systems
- Advanced knowledge of all retail products and services
- Proven customer service and interpersonal skills
- Experience in participating in sales campaigns/promotions
- Strong mathematical, problem-solving, and negotiation skills
- Strong verbal and written communication skills
- Experience in the financial services industry preferred
- Previous supervisory experience preferred
Responsibilities
- Build relationships with customers by meeting face to face and engaging them when and where they need 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.
- Travel to defined branch clusters as assigned.
- Act as a role model within the branches they support.
- Understand work schedule, ask questions if anything is unclear.
- Show up each day to their assigned branch on time and prepare for work.
- Handle various security and operational processes and procedures.
- Work under minimal supervision.
- Effectively work with various personalities and develop interpersonal relationship skills.
- Demonstrate customer obsession through empathy, taking ownership, and consistent follow up.
Benefits
- Mileage and drive time paid for any time or distance beyond your regular home branch commute
- 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
- 401(k) contribution and pension (all benefits are subject to eligibility requirements)
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
