Client Relationship Consultant 3 (Banker) - North Indio, CA - Bilingual English and Spanish

About the role

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 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.

Responsibilities

• 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 and open and/or close the branch

Requirements

• High school diploma or equivalent
• Four to five years of customer service experience
• Four to five years of sales experience

Skills

• 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
• Bilingual Spanish and English

Experience in the financial services industry and previous supervisory experience are preferred.

Pay

The salary range for this position is $25.49 - $31.15 per hour, based on the primary location. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase, 401(k) contribution, and pension (all benefits are subject to eligibility requirements).

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