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Client Relationship Consultant 1-3 (Banker) - Orange County, CA at US Bank National Association
Brea, CA 92821, USA - Full Time
Skills Needed
Interpersonal Skills, Nmls, Support Systems, Customer Service
Qualification
Diploma
Experience Required
Minimum 1 year(s)
Automotive Electrical Technician at Handsfree Group
West London, England, United Kingdom - Full Time
Skills Needed
Customer Service, Logical Approach
Qualification
Graduate
Experience Required
Minimum 1 year(s)
General Manager at Dhanani Group
West Palm Beach, Florida, USA - Full Time
Skills Needed
Communication Skills, Leadership, Cost Control, Team Culture, Problem Solving, Clear Vision, Retail
Qualification
Graduate
Associate Director at Savills
London, England, United Kingdom - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Logistics Coordinator - Tampa at CDR Companies
Tampa, Florida, USA - Full Time
Skills Needed
Eligibility, Ppe, Travel
Qualification
Graduate
General Manager, North America at Frette
New York, NY 10018, USA - Full Time
Skills Needed
Business Opportunities, Budgeting, Training, It, Access, Interpersonal Skills, Color, Financial Analysis
Qualification
Graduate
Parts Sales Advisor at SDL Minorfern Limited
Leeds LS9 0SR, , United Kingdom - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Experience Required
Minimum 2 year(s)
Band 6 Bank Registered Practitioner - Trustwide at Avon Wiltshire Mental Health Partnership NHS Trust
Widcombe BA1 3QE, , United Kingdom - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Prison Custody Officer (PCO) - HMP Bronzefield at Sodexo
Ashford TW15 3JZ, England, United Kingdom - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Business Compliance Manager (Crypto) at Revolut
London, England, United Kingdom - Full Time
Skills Needed
Good Communication Skills
Specialization
STEM
Qualification
Graduate
Store Manager - Costa Coffee at Soar Group
London HA6 2QF, , United Kingdom - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Office Coordinator at Eden Scott
Edinburgh EH9 1UU, , United Kingdom - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Senior Psychological Wellbeing Practitioner (CWP) at Sheffield Childrens NHS Foundation Trust
Sheffield S10 2TH, , United Kingdom - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Dual Site Dental Practice Manager – Maternity Cover at Epsom Guildford Orthodontics
Guildford GU1, England, United Kingdom - Full Time
Skills Needed
Coaching
Qualification
Graduate
Experience Required
Minimum 2 year(s)
Special Educational Needs (SEN) Support Assistant at Ripple Education
Tweedmouth TD15, , United Kingdom - Full Time
Skills Needed
Pension, Children, Professional Development
Qualification
Graduate
School Administrator, Part-time at Veritas Education
Burnley, England, United Kingdom - Full Time
Skills Needed
Veritas
Qualification
Graduate
Experience Required
Minimum 10 year(s)
Maintenance Operative at The Abbeyfield Society
Solihull, England, United Kingdom - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Spirit Supply Team Member at William Grant Sons
Dufftown, , United Kingdom - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Occupational Therapist - Neighbourhood Mental Health Team at Sussex Partnership NHS FoundationTrust
Hove BN3 7HY, , United Kingdom - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
General Practitioner (Salaried) at Riverside Surgery
PTS7, , United Kingdom - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Client Relationship Consultant 1-3 (Banker) - Orange County, CA at US Bank National Association
Brea, CA 92821, USA -
Full Time


Start Date

Immediate

Expiry Date

06 Nov, 25

Salary

25.77

Posted On

07 Aug, 25

Experience

1 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Interpersonal Skills, Nmls, Support Systems, Customer Service

Industry

Banking/Mortgage

Description

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.

  • This role has multiple levels, open to candidates with [1 year to 5 years minimum experience in customer service and sales]. The successful candidate will be hired for the level of the position that aligns with their experience.

BASIC QUALIFICATIONS

  • High school diploma or equivalent
  • Typically has a minimum of one to two 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
  • Basic knowledge of applicable bank and branch policies, procedures and support systems
  • Proven customer service and interpersonal skills
  • 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 basic level of proficiency in making appropriate recommendations that meet customer’s needs both reactively and proactively
  • Experience in the financial services industry preferred

BASIC QUALIFICATIONS

  • High school diploma or equivalent
  • Typically has a minimum three to four 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
  • Thorough knowledge of applicable bank and branch policies, procedures and support systems
  • Proven customer service and interpersonal skills

    • 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 basic level of proficiency in making appropriate recommendations that meet customer’s needs both reactively and proactively
  • Experience in the financial services industry preferred

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

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 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
    If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.
Responsibilities
  • 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 la
Client Relationship Consultant 1-3 (Banker) - Orange County, CA at US Bank National Association
Brea, CA 92821, USA - Full Time
Skills Needed
Interpersonal Skills, Nmls, Support Systems, Customer Service
Qualification
Diploma
Experience Required
Minimum 1 year(s)
Automotive Electrical Technician at Handsfree Group
West London, England, United Kingdom - Full Time
Skills Needed
Customer Service, Logical Approach
Qualification
Graduate
Experience Required
Minimum 1 year(s)
General Manager at Dhanani Group
West Palm Beach, Florida, USA - Full Time
Skills Needed
Communication Skills, Leadership, Cost Control, Team Culture, Problem Solving, Clear Vision, Retail
Qualification
Graduate
Associate Director at Savills
London, England, United Kingdom - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Logistics Coordinator - Tampa at CDR Companies
Tampa, Florida, USA - Full Time
Skills Needed
Eligibility, Ppe, Travel
Qualification
Graduate
General Manager, North America at Frette
New York, NY 10018, USA - Full Time
Skills Needed
Business Opportunities, Budgeting, Training, It, Access, Interpersonal Skills, Color, Financial Analysis
Qualification
Graduate
Parts Sales Advisor at SDL Minorfern Limited
Leeds LS9 0SR, , United Kingdom - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Experience Required
Minimum 2 year(s)
Band 6 Bank Registered Practitioner - Trustwide at Avon Wiltshire Mental Health Partnership NHS Trust
Widcombe BA1 3QE, , United Kingdom - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Prison Custody Officer (PCO) - HMP Bronzefield at Sodexo
Ashford TW15 3JZ, England, United Kingdom - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Business Compliance Manager (Crypto) at Revolut
London, England, United Kingdom - Full Time
Skills Needed
Good Communication Skills
Specialization
STEM
Qualification
Graduate
Store Manager - Costa Coffee at Soar Group
London HA6 2QF, , United Kingdom - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Office Coordinator at Eden Scott
Edinburgh EH9 1UU, , United Kingdom - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Senior Psychological Wellbeing Practitioner (CWP) at Sheffield Childrens NHS Foundation Trust
Sheffield S10 2TH, , United Kingdom - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Dual Site Dental Practice Manager – Maternity Cover at Epsom Guildford Orthodontics
Guildford GU1, England, United Kingdom - Full Time
Skills Needed
Coaching
Qualification
Graduate
Experience Required
Minimum 2 year(s)
Special Educational Needs (SEN) Support Assistant at Ripple Education
Tweedmouth TD15, , United Kingdom - Full Time
Skills Needed
Pension, Children, Professional Development
Qualification
Graduate
School Administrator, Part-time at Veritas Education
Burnley, England, United Kingdom - Full Time
Skills Needed
Veritas
Qualification
Graduate
Experience Required
Minimum 10 year(s)
Maintenance Operative at The Abbeyfield Society
Solihull, England, United Kingdom - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Spirit Supply Team Member at William Grant Sons
Dufftown, , United Kingdom - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Occupational Therapist - Neighbourhood Mental Health Team at Sussex Partnership NHS FoundationTrust
Hove BN3 7HY, , United Kingdom - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
General Practitioner (Salaried) at Riverside Surgery
PTS7, , United Kingdom - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
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