Float Client Relationship Consultant 3 (Banker) - North Orange County, CA

U.S. Bancorp
United States
Workplace: OnsiteFull timeUSD 27.22 - 33.26Function: SalesExperience: 4-5 yearsEducation: high_schoolSkills: ["Empathy","Ownership","Consistent follow up","Interpersonal relationship skills","Communication","Negotiation","Problem-solving","Mathematical skills"]

Build face-to-face customer relationships by assessing banking needs and recommending deposit and loan solutions aligned to customers’ goals. Originate and close consumer loans, open accounts, and open/close the branch as assigned across a defined float pool. Travel to assigned branch clusters and work flexible schedules with a 6-day week. Demonstrate customer empathy, take ownership, and follow up while handling security and operational procedures with minimal supervision.

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FursaFursa
U.S. Bancorp
U.S. Bancorp
4 days ago

Float Client Relationship Consultant 3 (Banker) - North Orange County, CA

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Source: Company careers pageValidated by: Fursa AI
Last checked: 4 hours agoStatus: Live

Job Summary

Build face-to-face customer relationships by assessing banking needs and recommending deposit and loan solutions aligned to customers’ goals. Originate and close consumer loans, open accounts, and open/close the branch as assigned across a defined float pool. Travel to assigned branch clusters and work flexible schedules with a 6-day week. Demonstrate customer empathy, take ownership, and follow up while handling security and operational procedures with minimal supervision.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Sales
Seniority: Mid level

Key Responsibilities

  • •Meet customers face to face and engage them when and where they need counsel.
  • •Assess and attend to customers’ banking needs; obtain and process customer and account information.
  • •Educate customers on available deposit and loan products and services and recommend solutions.
  • •Originate and close consumer loans and open and/or close accounts and the branch.
  • •Travel to assigned branch clusters and report to the float pool manager at market level.
Travel: Medium travel

Pay and Benefits

Salary: USD 27.22 - 33.26
Perks:Health InsuranceDentalVision401kLife InsuranceLong-term DisabilityPregnancy LeaveParental LeavePaid LeavePaid HolidayAdoption Assistance

Key Requirements

  • •High school diploma or equivalent
  • •4 to 5 years of customer service experience
  • •4 to 5 years of sales experience
  • •Ability to handle security and operational processes and procedures
  • •Under minimal supervision, demonstrate customer obsession through empathy, ownership, and consistent follow up
Experience:4-5 yearsFinancial services
Education:High School
Skills:EmpathyOwnershipConsistent follow upInterpersonal relationship skillsCommunicationNegotiationProblem-solvingMathematical skills
Licenses:NMLS registration (S.A.F.E. Act of 2008, Regulation Z)

Company Brief

U.S. Bancorp
U.S. Bancorp is the parent company of U.S. Bank, providing consumer, business, and institutional banking services including lending, payments, treasury management, wealth management, and merchant solutions across the United States.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Minneapolis, United States
Founded: 1863
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