Client Relationship Consultant (Banker - multiple levels) - West Los Angeles, CA
Job Overview
Employment Type
Full-time
Compensation
Hourly
Range $20.00 - $37.74
Benefits
healthcare
Dental
Vision
Basic Term Life Insurance
Optional term life insurance
short-term disability
long-term disability
Pregnancy disability leave
Parental leave
401(k) Plan
Employer-funded retirement plan
Paid vacation
Paid holidays
Adoption assistance
Sick and Safe Leave accruals
Job Description
U.S. Bank is a leading financial services institution dedicated to helping customers and businesses make smarter financial decisions while fostering community growth and success. Known for its commitment to delivering exceptional banking services, U.S. Bank offers a diverse range of opportunities for individuals seeking to build a rewarding career in the financial sector. The company’s culture emphasizes continuous learning, skill development, and career advancement from day one, supporting employees to thrive at every career stage.
The Client Relationship Consultant role at U.S. Bank is pivotal in strengthening customer relationships by engaging clients through multiple channels, including in-person conversations, appointments, and virtual interactions. These consultants operate with a digital-first mindset, ensuring customers receive personalized, trustworthy counsel tailored to their unique financial goals and needs. The position involves assessing customers’ banking necessities, processing account information accurately, educating clients about various deposit and loan products, and recommending suitable financial solutions. Beyond relationship building, Client Relationship Consultants also handle originating and closing consumer loans, opening accounts, and managing branch operations such as opening or closing the branch.
This position caters to varying experience levels, welcoming candidates with one to over five years of combined customer service and sales experience. Compensation differs by level, with salary ranges reflecting the respective expertise required. The role requires working onsite at U.S. Bank locations during scheduled days, emphasizing direct customer interaction. It also mandates registration with the National Mortgage Licensing System (NMLS) under the SAFE Act and Regulation Z, with compliance involving background and credit checks. U.S. Bank seeks individuals driven to make a difference within their communities, valuing proactive relationship-building, strong communication abilities, and a sophisticated understanding of retail banking products and digital technologies.
In summary, a career as a Client Relationship Consultant at U.S. Bank offers a dynamic environment where motivated professionals can leverage their customer service and sales skills to foster meaningful client relationships while exploring a broad spectrum of banking products. With a digital-first approach and a focus on community impact, this role is ideal for candidates aiming to grow within a supportive and opportunity-rich financial institution.
The Client Relationship Consultant role at U.S. Bank is pivotal in strengthening customer relationships by engaging clients through multiple channels, including in-person conversations, appointments, and virtual interactions. These consultants operate with a digital-first mindset, ensuring customers receive personalized, trustworthy counsel tailored to their unique financial goals and needs. The position involves assessing customers’ banking necessities, processing account information accurately, educating clients about various deposit and loan products, and recommending suitable financial solutions. Beyond relationship building, Client Relationship Consultants also handle originating and closing consumer loans, opening accounts, and managing branch operations such as opening or closing the branch.
This position caters to varying experience levels, welcoming candidates with one to over five years of combined customer service and sales experience. Compensation differs by level, with salary ranges reflecting the respective expertise required. The role requires working onsite at U.S. Bank locations during scheduled days, emphasizing direct customer interaction. It also mandates registration with the National Mortgage Licensing System (NMLS) under the SAFE Act and Regulation Z, with compliance involving background and credit checks. U.S. Bank seeks individuals driven to make a difference within their communities, valuing proactive relationship-building, strong communication abilities, and a sophisticated understanding of retail banking products and digital technologies.
In summary, a career as a Client Relationship Consultant at U.S. Bank offers a dynamic environment where motivated professionals can leverage their customer service and sales skills to foster meaningful client relationships while exploring a broad spectrum of banking products. With a digital-first approach and a focus on community impact, this role is ideal for candidates aiming to grow within a supportive and opportunity-rich financial institution.
Job Requirements
- High school diploma or equivalent
- one to five years of customer service experience depending on level
- one to five years of sales experience depending on level
- ability to work from a U.S. Bank location for scheduled workdays
- registration with the National Mortgage Licensing System (NMLS) under the SAFE Act and Regulation Z
- successful completion of criminal background and credit checks
- compliance with U.S. Bank policies including Code of Ethics and Business Conduct
- ability to meet and maintain NMLS registration requirements
Job Qualifications
- High school diploma or equivalent
- one to five years of customer service experience based on level
- one to five years of sales experience based on level
- proven customer service and interpersonal skills
- effective selling and referral skills
- strong mathematical, problem-solving, and negotiation skills
- strong verbal and written communication skills
- experience in the financial services industry preferred
- ability to build and foster client relationships through proactive outreach and follow-up
- knowledge of retail product philosophy, policy, procedures, documentation and systems varying with experience
- ability to explore and identify customer’s true needs using a digital first mindset
- experience with digital products and self-service technologies
- previous supervisory experience preferred for highest level
Job Duties
- Build relationships with customers via multiple channels including in-person, by appointment, and virtually
- assess and attend to customers' banking needs
- obtain and process customer and account information accurately
- 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 manage branch opening and closing operations
Job Criteria
Experience
No experience required
Job Location
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