Client Relationship Consultant 3 (Banker) - North Indio, CA - Bilingual English and Spanish

U.S. Bancorp
United States
Workplace: OnsiteFull timeUSD 25.49 - 31.15Function: SalesEducation: high_schoolSkills: ["Customer service","Interpersonal skills","Communication","Problem-solving","Negotiation"]

Build strong face-to-face relationships with retail banking customers by assessing needs, educating clients on deposit and loan products, and recommending solutions aligned to their goals. Originate and close consumer loans, open accounts, and support branch operations while delivering excellent customer service. You’ll use interpersonal and math skills to process customer and account information, participate in sales promotions, and meet NMLS registration requirements under the S.A.F.E. Act and Regulation Z.

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

Client Relationship Consultant 3 (Banker) - North Indio, CA - Bilingual English and Spanish

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

Job Summary

Build strong face-to-face relationships with retail banking customers by assessing needs, educating clients on deposit and loan products, and recommending solutions aligned to their goals. Originate and close consumer loans, open accounts, and support branch operations while delivering excellent customer service. You’ll use interpersonal and math skills to process customer and account information, participate in sales promotions, and meet NMLS registration requirements under 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

  • •Build and maintain face-to-face client relationships by assessing and attending to customers’ banking needs.
  • •Obtain, process, and manage customer and account information.
  • •Educate clients on available deposit and loan products and services, and recommend solutions based on customer goals.
  • •Originate and close consumer loans and open accounts, including opening and/or closing the branch.
  • •Participate in sales campaigns/promotions and support retail product knowledge and branch activities.

Pay and Benefits

Salary: USD 25.49 - 31.15
Perks:Health InsuranceDentalVisionLife InsuranceDisability401kRetirementPaid LeavePaid HolidaysAdoption AssistanceParental Leave

Key Requirements

  • •High school diploma or equivalent
  • •4-5 years of customer service experience
  • •4-5 years of sales experience
  • •Bilingual English and Spanish
  • •Meet NMLS registration requirements under the S.A.F.E. Act and Regulation Z, including background and credit checks
Experience:Financial services
Education:High School
Skills:Customer serviceInterpersonal skillsCommunicationProblem-solvingNegotiation
Certifications:NMLS registration
Languages:EnglishSpanish

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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