Client Relationship Consultant 3 (Banker) - Willow Glen - San Jose, CA

Job Title

Client Relationship Consultant

Job Description

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. Strong client relationships are based on trust, 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. 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
• Four to five years of customer service experience
• Four to five years of sales experience

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
• Thorough 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
• Strong mathematical, problem-solving and negotiation skills
• Strong verbal and written communication skills
• Experience in the financial services industry preferred
• Previous supervisory experience 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

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.

Pay Range: $29.08 - 35.54