Client Relationship Consultant 2 (Banker) - Valencia, CA (35hrs)
U.S. Bank, Santa Clarita, CA, United States
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 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.
Responsibilities include building and fostering relationships through proactive outreach and follow‑up, asking questions and learning about their financial needs, and banking channel preferences; identifying solutions for new and existing clients; maintaining a working knowledge of consumer and business banking products; providing a consistent optimal client experience; opening new accounts; completing service requests and submitting credit applications; proactively educating clients on emerging and self‑service digital products; and leveraging resources and technologies to optimize the client experience 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 may result in rescission of your offer or termination. The role requires working from a U.S. Bank location for all scheduled workdays.
Basic Qualifications High school diploma or equivalent An experience of at least three to four years of 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 identify a customer’s true needs while leveraging a digital‑first mindset
Demonstrated proficiency in making appropriate recommendations that meet customer needs both reactively and proactively
Experience in the financial services industry preferred
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 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.
Pay Range: $23.19 - 28.35
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.
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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.
Responsibilities include building and fostering relationships through proactive outreach and follow‑up, asking questions and learning about their financial needs, and banking channel preferences; identifying solutions for new and existing clients; maintaining a working knowledge of consumer and business banking products; providing a consistent optimal client experience; opening new accounts; completing service requests and submitting credit applications; proactively educating clients on emerging and self‑service digital products; and leveraging resources and technologies to optimize the client experience 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 may result in rescission of your offer or termination. The role requires working from a U.S. Bank location for all scheduled workdays.
Basic Qualifications High school diploma or equivalent An experience of at least three to four years of 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 identify a customer’s true needs while leveraging a digital‑first mindset
Demonstrated proficiency in making appropriate recommendations that meet customer needs both reactively and proactively
Experience in the financial services industry preferred
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 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.
Pay Range: $23.19 - 28.35
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