Client Relationship Consultant 3 (Banker) - Whittier Main, CA - Bilingual Spanish and English
$27.22 - $33.26 per hourUs Bank
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 adopting 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 to assist with meeting their financial needs. Leverages available resources and technologies to optimize the client experience and deliver 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. Applicants will undergo a 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 rescission of the offer or termination of employment. Qualifications Basic Qualifications High school diploma or equivalent Typically has a minimum four to five years of job‑related retail banking experience or a combination of experience and commensurate training Bilingual ability to read, write, and speak in business‑level proficiency of Spanish language and English. Preferred Skills/Experience Proven ability to build and foster relationships with clients through proactive outreach and follow up Effective ability to engage and communicate with clients Thorough knowledge of applicable bank and branch policies, procedures, and support systems Comprehensive knowledge of all retail products and services Strong customer service and interpersonal skills Experience participating in sales campaigns and promotions Experience 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 Advanced proficiency in making appropriate recommendations that meet customer needs both reactively and proactively Experience in the financial services industry preferred This role requires working from a U.S. Bank location for all scheduled work days. Benefits Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That’s why our benefits are designed to help you and your family boost your health, protect your financial security, and give you peace of mind. Our benefits include the following: 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 Pay range: $27.22 - 33.26. The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase, 401(k) contribution, and pension (all benefits are subject to eligibility requirements). 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. #J-18808-Ljbffr Us Bank
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