Talent.com
Client Relationship Consultant 2 (Banker) - Montclair, Ca (30hrs)

Client Relationship Consultant 2 (Banker) - Montclair, Ca (30hrs)

U.S. BancorpMontclair, CA, US
6 days ago
Job type
  • Full-time
Job description

Client Relationship Consultant

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 atall 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 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

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 (some may vary based on role, location or hours) :

  • 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.

Create a job alert for this search

Relationship Banker • Montclair, CA, US

Related jobs
  • Promoted
Neurology Account Specialist - (Pasadena, CA)

Neurology Account Specialist - (Pasadena, CA)

EisaiPasadena, CA, US
Full-time
At Eisai, satisfying unmet medical needs and increasing the benefits healthcare provides to patients, their families, and caregivers is Eisai's human health care mission. We're a growing pharmaceuti...Show moreLast updated: 17 days ago
  • Promoted
Remote Equity / Option Trader

Remote Equity / Option Trader

Maverick TradingRiverside, CA, USA
Remote
Full-time
Remote Options Trader Opportunity at Maverick Trading.Maverick Trading has been a leader in proprietary trading for over 26 years. We empower traders with access to firm capital, allowing them to re...Show moreLast updated: 21 days ago
  • Promoted
Relationship Banker - Orange County South Market

Relationship Banker - Orange County South Market

Bank of AmericaFoothill Ranch, CA, US
Full-time
Bank of America Financial Center Representative.At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.We do this by driving...Show moreLast updated: 30+ days ago
  • Promoted
Relationship Banker

Relationship Banker

ComericaTustin, CA, US
Full-time
The Relationship Banker is responsible for contributing to the overall success of a Retail Banking Center(s) by committing to banker-readiness to be viewed as a trusted resource for our customers.T...Show moreLast updated: 30+ days ago
  • Promoted
Strategic Account Specialist

Strategic Account Specialist

FanaticsIrvine, CA, US
Full-time
Strategic Account Specialist I.At Fanatics Commerce, we're more than just a leader in licensed sports merchandise we're a team united by a relentless passion for our fans and a commitment to innov...Show moreLast updated: 30+ days ago
  • Promoted
Entry Writer, Brokerage

Entry Writer, Brokerage

GPACChino Hills, CA, US
Full-time
Logistics company in the area, priding themselves on their robust end to end solutions they offer, as well as reputation for excellence in the market, is seeking an Entry Writer for their team!.Thi...Show moreLast updated: 30+ days ago
  • Promoted
Relationship Banker - Orange County Central Market

Relationship Banker - Orange County Central Market

Bank of AmericaLaguna Hills, CA, US
Full-time
Bank of America Financial Center Representative.At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.We do this by driving...Show moreLast updated: 20 days ago
  • Promoted
Relationship Banker - Orange Coast East Market

Relationship Banker - Orange Coast East Market

Bank of AmericaIrvine, CA, US
Full-time
Bank Of America Financial Center Representative.At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.Responsible Growth is...Show moreLast updated: 30+ days ago
  • Promoted
Account Mgr II

Account Mgr II

Corovan CorporationFullerton, CA, US
Full-time
Summary : Reporting to the Operations Manager or Transportation Manager, the Account Manager II is responsible for the management of the accounts with regards to customer satisfaction, profit margin...Show moreLast updated: 30+ days ago
  • Promoted
Relationship Banker

Relationship Banker

East West BancorpOntario, CA, US
Full-time
Next Generation Relationship Banker.Being the next generation Relationship Banker at East West Bank means you are part of a world-class team that focuses on delivering a high quality, high-touch, a...Show moreLast updated: 30+ days ago
  • Promoted
Brokerage Specialist

Brokerage Specialist

Cushman & WakefieldIrvine, CA, US
Full-time
We are seeking a Brokerage Specialist to support a market leading team of Brokers at a top global real estate services firm. The role consists of execution of work related to commercial real estate ...Show moreLast updated: 30+ days ago
  • Promoted
Open Order Representative. Default Services Loan Modification

Open Order Representative. Default Services Loan Modification

ServiceLinkIrvine, CA, US
Full-time
Are you ready to take your career to the next level? ServiceLink, one of the top providers in the mortgage services industry, seeks an individual with a solid work history in the mortgage or real e...Show moreLast updated: 30+ days ago
  • Promoted
Key Account Representative

Key Account Representative

Smart CareAnaheim, CA, US
Full-time
Superior Service, a Smart Care Company, seeks a Key Account Representative.This job will ensure consistent service delivery to retain and grow specific corporate account business.The Key Account Re...Show moreLast updated: 17 days ago
  • Promoted
Retail Relationship Banker

Retail Relationship Banker

BmoMission Viejo, CA, US
Part-time
Retail Banking Sales & Service Representative.Delivers exceptional service to BMO customers and prospects.Identifies customer needs and provides advice and guidance regarding financial solutions th...Show moreLast updated: 30+ days ago
  • Promoted
Relationship Banker - Orange County North Market

Relationship Banker - Orange County North Market

Bank of AmericaOrange, CA, US
Full-time
Bank Of America Financial Center Representative.At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.We do this by driving...Show moreLast updated: 30+ days ago
  • Promoted
Enterprise Account Executive, Generalist, Spectrum Business

Enterprise Account Executive, Generalist, Spectrum Business

SPECTRUMRiverside, CA, US
Full-time
This role requires the ability to work lawfully in the U.Do you want to pursue new local Enterprise accounts while managing an existing portfolio? You can do that. Ready to use consultative sales te...Show moreLast updated: 1 day ago
  • Promoted
Entry Level Options Trader Job in Fontana, CA | Part Time

Entry Level Options Trader Job in Fontana, CA | Part Time

Maverick TradingFontana, CA, USA
Part-time
Remote Options Trader Opportunity at Maverick Trading.Maverick Trading has been a leader in proprietary trading for over 26 years. We empower traders with access to firm capital, allowing them to re...Show moreLast updated: 30+ days ago
  • Promoted
Account Specialist-Belt

Account Specialist-Belt

Genuine PartsLa Mirada, CA, US
Full-time
The Account Specialist-Belt role sells directly to customers with a technical focus on belting products.This role focuses on developing and implementing sales strategies, identifying potential cust...Show moreLast updated: 30+ days ago
  • Promoted
Account Specialist

Account Specialist

TradeJobsWorkforce92503 Riverside, CA, US
Full-time
Account Specialist Job Duties : Prepares work to be processed by gathering, sorting, organizing, and recording data, information, and documents. Completes enrollments by analyzing and auditing docume...Show moreLast updated: 30+ days ago
  • Promoted
Remote Options Trader Job in San Bernardino, CA | Part Time

Remote Options Trader Job in San Bernardino, CA | Part Time

Maverick TradingSan Bernardino, CA, USA
Remote
Part-time
Remote Options Trader at Maverick Trading.Maverick Trading, a 26-year old proprietary trading firm is looking to hire experienced and entry-level equity and equity and option traders.We are a globa...Show moreLast updated: 30+ days ago