Float Client Relationship Consultant 3 (Banker) - LA Central Coast, Santa Barbara Main, CA (Multiple Locations)

U.S. Bank•Santa Barbara, CA

7d•$27 - $33•Onsite

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. Travel to defined branch clusters as assigned. Mileage and drive time will be paid for any time or distance beyond your regular home branch commute. Flexible work schedule, 6 days per week. Reports to float pool manager at market level. 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
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.
Ability to handle various security and operational processes and procedures.
Under minimal supervision
Effectively work with various personalities and develop interpersonal relationship skills.
Demonstrates customer obsession through empathy, taking ownership, and consistent follow up.

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.
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 prepared for work.
Handle various security and operational processes and procedures.
Work effectively with various personalities and develop interpersonal relationship skills.
Demonstrate customer obsession through empathy, taking ownership, and consistent follow up.

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
401(k) contribution and pension