Client Relationship Consultant (Banker multi - level) - Hesperian/Victorville/Apple Valley/Adelanto, CA (35hrs)

U.S. Bancorp
United States
Workplace: OnsiteFull timeUSD 20 - 23.27Function: SalesExperience: 3-5 yearsEducation: high_schoolSkills: ["Interpersonal skills","Communication skills","Problem-solving","Negotiation skills","Mathematical skills"]

Build strong customer relationships by meeting in person and guiding customers through their banking needs. Assess and process customer and account information, educate clients on deposit and loan products, and recommend financial solutions aligned to individual goals. You’ll also originate and close consumer loans and open or update branch accounts, while meeting NMLS registration requirements tied to the S.A.F.E. Act and Regulation Z.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
U.S. Bancorp
U.S. Bancorp
2 months ago

Client Relationship Consultant (Banker multi - level) - Hesperian/Victorville/Apple Valley/Adelanto, CA (35hrs)

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 23 days agoStatus: Live

Job Summary

Build strong customer relationships by meeting in person and guiding customers through their banking needs. Assess and process customer and account information, educate clients on deposit and loan products, and recommend financial solutions aligned to individual goals. You’ll also originate and close consumer loans and open or update branch accounts, while meeting NMLS registration requirements tied to the S.A.F.E. Act and Regulation Z.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Sales
Seniority: Mid level

Key Responsibilities

  • •Meet with customers face to face and engage them to provide counseling based on their banking needs.
  • •Assess, obtain, and process customer and account information to support appropriate recommendations.
  • •Educate clients on available deposit and loan products and services.
  • •Recommend financial solutions aligned with customers’ goals and needs.
  • •Originate and close consumer loans, and open and/or close the branch as part of account servicing.

Pay and Benefits

Salary: USD 20 - 23.27
Perks:Health InsuranceLife InsuranceDisabilityRetirementPaid Leave

Key Requirements

  • •High school diploma or equivalent.
  • •1–3 years of customer service experience (or 3–4 years for level 2).
  • •1–3 years of sales experience (or 3–4 years for level 2).
  • •Strong customer service, interpersonal, and communication skills.
  • •Ability to complete NMLS registration requirements under the S.A.F.E. Act of 2008 and Regulation Z, including background and credit checks.
Experience:3-5 years
Education:High School
Skills:Interpersonal skillsCommunication skillsProblem-solvingNegotiation skillsMathematical skills
Licenses:NMLS registration

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
Glassdoor
Glassdoor: 3.8
WebsiteLinkedInGlassdoor