Client Relationship Consultant (Banker Multi-level) - Big Bear, CA - Bilingual English and Spanish (30-35hrs)

U.S. Bancorp
California
Workplace: OnsiteFull timeUSD 21.68 - 26.5Function: SalesExperience: 3-5 yearsEducation: high_schoolSkills: ["Customer service","Interpersonal skills","Communication","Negotiation","Problem-solving"]

Build trusted relationships with customers by meeting face to face at the branch and advising them on banking needs. Assess and gather customer/account information, educate clients on deposit and loan products, and recommend solutions aligned to their goals. Originate and close consumer loans and open or close accounts/branch activities while supporting retail banking sales efforts across multiple levels.

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FursaFursa
U.S. Bancorp
U.S. Bancorp
6 hours ago

Client Relationship Consultant (Banker Multi-level) - Big Bear, CA - Bilingual English and Spanish (30-35hrs)

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Source: Company careers pageValidated by: Fursa AI
Last checked: 6 hours agoStatus: Live

Job Summary

Build trusted relationships with customers by meeting face to face at the branch and advising them on banking needs. Assess and gather customer/account information, educate clients on deposit and loan products, and recommend solutions aligned to their goals. Originate and close consumer loans and open or close accounts/branch activities while supporting retail banking sales efforts across multiple levels.
Location: California
Workplace: Onsite
Employment Type: Full time
Job Function: Sales
Seniority: Mid level

Key Responsibilities

  • •Meet customers face to face in the branch to provide tailored banking counsel.
  • •Assess customer needs, obtain and process customer/account information, and educate clients on deposit and loan products.
  • •Recommend financial solutions aligned to each customer’s unique goals and needs.
  • •Originate and close consumer loans and open and/or close the branch.
  • •Work onsite at a U.S. Bank location for all scheduled work days.

Pay and Benefits

Salary: USD 21.68 - 26.5
Perks:Health InsuranceDentalVisionLife Insurance401kPaid LeaveAdoption AssistanceDisability InsuranceParental Leave

Key Requirements

  • •High school diploma or equivalent.
  • •3 to 4 years of customer service experience (for Consultant 2).
  • •3 to 4 years of sales experience (for Consultant 2).
  • •Typically 4 to 5 years of retail banking experience (for Consultant 3) or a combination of experience and training.
  • •Requires NMLS registration under the S.A.F.E. Act of 2008 and Regulation Z, subject to background and credit checks.
Experience:3-5 yearsFinancial services industry
Education:High School
Skills:Customer serviceInterpersonal skillsCommunicationNegotiationProblem-solving
Certifications:NMLS registration
Languages:EnglishSpanish
Tech Stack:Digital productsSelf-service technologies

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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