Client Relationship Consultant 4 (Banker) - Strawberry Village - Mill Valley, CA
$33.06 - $40.4 per hourU.S. Bank
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. Try new things, learn new skills and discover what you excel at—all from Day One. Job Description Client Relationship Consultants build 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. Strong client relationships are based on trust, assessing and attending to customers’ banking needs, obtaining and processing customer and account information, demonstrating and educating clients on available deposit and loan products and services, and recommending solutions based on each customer’s unique goals and needs. Builds and fosters relationships with clients through proactive outreach and follow‑up, asking questions and learning about their financial needs and banking channel preferences. Identifies solutions for new and existing clients based on their needs by effectively engaging and communicating with clients. Maintains a working knowledge of consumer and business banking products and services, including digital products and services. Provides a consistent optimal client experience, including greeting clients and processing basic transactions. Develops collaborative partnerships with branch team members and partners to best serve clients. Opens new consumer and business accounts, completes service requests and submits credit applications. Proactively educates clients on emerging and self‑service digital products and services to assist with meeting their financial needs. Leverages available resources and technologies to optimize the client experience and serve our clients with operational excellence and accuracy. 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. Basic Qualifications High school diploma or equivalent. Typically has five or more years of job‑related, retail banking experience or a combination of experience and commensurate training. Preferred Skills/Experience Proven ability to build and foster relationships with clients through proactive outreach and follow‑up. Ability to effectively engage and communicate with clients. Advanced knowledge of applicable bank and branch policies, procedures and support systems. Thorough 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. Ability to explore and identify a customer’s true needs while leveraging a digital‑first mindset. Demonstrated advanced level of proficiency in making appropriate recommendations that meet customer’s needs both reactively and proactively. Experience in the financial services industry preferred. Location Expectations 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. Salary Pay Range: $33.06 - $40.40 per hour. E-Verify U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet‑based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. EEO Statement U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. Compliance and Background Checks Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. Applicants may be subject to background checks consistent with applicable local and federal laws, including the Los Angeles County Fair Chance Ordinance, the California Fair Chance Act, San Francisco Fair Chance Ordinance and other federal guidelines. Certain positions may also be subject to additional regulatory requirements such as FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and related agreements. #J-18808-Ljbffr
$24.92 - $30.46 per hour
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...this role, you will deliver exceptional service, identify customer needs, and guide them through banking solutions. Experience in consultative sales or customer service and proficiency in digital tools are preferred. The position offers a competitive salary ranging from...- U.S. Bank in Mill Valley, California, is seeking a Client Relationship Consultant to engage with clients and provide tailored financial counsel. The ideal candidate will have strong client relationship skills and a knowledge of banking products, with a focus on proactive...
$21 - $24.56 per hour
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