Premier Client Relationship Consultant 4 (Banker) - Santa Barbara Main - Santa Barbara, CA

About the role

Premier Client Relationship Consultants complete all duties of a Client Relationship Consultant; building relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually to provide the best possible counsel while adapting a digital first mindset.

Responsibilities

• Building strong client relationships based on trust, assessing and attending to customer banking needs, obtaining and processing customer and account information, and educating clients on available deposit and loan products and services.
• Originating and closing consumer loans, opening accounts, providing digital banking solutions, and opening and/or closing the branch.
• Holding FINRA registrations to refer clients to registered representatives in partnership with wealth management teams.
• Maintaining FINRA registrations to meet defined referral client and wealth management introductions.

Requirements

• High school diploma or equivalent
• Typically five or more years of job-related, retail banking experience or a combination of experience and commensurate training
• Required to obtain FINRA Securities Industry Essentials (SIE), Series 6, and Series 63 within six months of program enrollment
• Location expectations: This role requires working from a U.S. Bank location for all scheduled work days.

Qualifications

• Advanced 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
• Experience with using and demonstrating digital products and self-service technologies
• Demonstrated basic level of proficiency in making appropriate recommendations that meet customer’s needs both reactively and proactively
• Experience in the financial services industry preferred

Skills

• Ability to explore and identify a customer’s true needs while leveraging a digital first mindset

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