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Jobs · Finance · California

Peak Time Client Relationship Consultant (Banker) - South Lake Tahoe, CA (19hrs)

U.S. Bank · South Lake Tahoe, CA · Yesterday
Finance$23.19–$28.35/hrInternship

About the role

Works a specified schedule (less than 20 hours per week) during peak business times in a branch. Builds and fosters relationships with clients through proactive outreach (includes outbound calling) and follow up, asking questions and learning about their financial needs, and banking channel preferences. Accurately completes teller transactions including deposits, account maintenance, withdrawals, transfers, ATM, bag drops, and balancing cash drawer daily within bank policies and operational guidelines. Actively develops new business and expands existing customer relationships.

Responsibilities

  • Builds and fosters relationships with clients through proactive outreach and follow up
  • Engages and communicates with clients effectively
  • Develops and expands existing customer relationships
  • Completes teller transactions accurately and within bank policies and operational guidelines
  • Explores and identifies a customer’s true needs while leveraging a digital first mindset
  • Makes appropriate recommendations that meet customer’s needs both reactively and proactively

Requirements

  • NMLS registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z

Qualifications

  • High school diploma or equivalent
  • Typically has a minimum three to four years of job-related, retail banking experience or a combination of experience and commensurate training

Skills

  • Proven ability to build and foster relationships with clients through proactive outreach and follow up
  • Proven customer service and interpersonal skills
  • Experience with using and demonstrating digital products and self-service technologies

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
  • 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

$23.19 - 28.35 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.

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