Float Client Relationship Consultant 3 (Banker) - North Orange County, CA

About the role

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. Responsibilities include 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.

Responsibilities

• Act as a role model within the branches they support
• Understand work schedule and 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
• 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
• National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z (includes criminal background and credit check)
• This role requires working from a U.S. Bank location for all scheduled workdays
• 10 or more hours of driving per week

Skills

• Thorough knowledge of retail product philosophy, policy, procedures, documentation, and systems (preferred)
• Advanced knowledge of all retail products and services (preferred)
• Proven customer service and interpersonal skills
• Experience in participating in sales campaigns/promotions (preferred)
• Strong mathematical, problem-solving, and negotiation skills
• Strong verbal and written communication skills
• Experience in the financial services industry (preferred)
• Previous supervisory experience (preferred)

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

Pay

Pay Range: $27.22 - $33.26 per hour. The salary range reflects figures based on the primary location, which is listed first. 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).