Client Relationship Consultant (Banker) - Multiple Levels (30-40 Hrs), North Orange County, CA

At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career.

About the role

This role has multiple levels, open to candidates with 3 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. 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.

• 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

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

• Build strong client relationships based on trust
• Participate in sales campaigns and promotions
• Provide exceptional customer service and interpersonal interactions
• Demonstrate thorough knowledge of retail product philosophy, policy, procedures, documentation, and systems
• Assist less experienced personnel (for higher levels)

Requirements

Client Relationship Consultant 2

• High school diploma or equivalent
• Three to four years of customer service experience
• Three to four years of sales experience

Client Relationship Consultant 3

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

Client Relationship Consultant 4

• High school diploma or equivalent
• Five or more years of customer service experience
• Five or more years of sales experience

Preferred Skills & Experience

• Thorough to advanced knowledge of retail product philosophy, policy, procedures, documentation, and systems
• Thorough to advanced knowledge of all retail products and services
• Proven customer service and interpersonal skills
• Experience in participating in sales campaigns and 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 (for levels 3 and 4)

Pay

• Client Relationship Consultant 2: $21 - $23.50 per hour
• Client Relationship Consultant 3: $24 - $28 per hour
• Client Relationship Consultant 4: $27 - $31.50 per hour

The salary range reflects figures based on the primary location. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase, and 401(k) contribution and pension (all benefits are subject to eligibility requirements).

Schedule

This role requires working from a U.S. Bank location for all scheduled work days.

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