Client Relationship Consultant
U.S. Bank • Huntington Beach, CA2d • Onsite
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Client Relationship Consultant - (Banker - Multiple Levels 30-40 hours)
U.S. Bank•Huntington Beach, CA
•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.
Nice To Haves
- Basic knowledge of retail product philosophy, policy, procedures, documentation and systems
- Basic knowledge of all retail products and services
- 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
- Thorough knowledge of retail product philosophy, policy, procedures, documentation and systems
- Thorough knowledge of all retail products and services
- Experience in participating in sales campaigns/promotions
- Advanced knowledge of retail product philosophy, policy, procedures, documentation and systems
- Advanced knowledge of all retail products and services
- Previous supervisory experience preferred
Responsibilities
- Meeting face to face and engaging customers to provide counsel.
- Assessing and attending to customers’ banking needs.
- Obtaining and processing customer and account information.
- Educating clients on available deposit and loan products and services.
- Recommending financial solutions based on each customer’s unique goals and needs.
- Originating and closing consumer loans.
- Opening accounts.
- Opening and/or closing 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
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
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