Premier Client Relationship Consultant 5 (Banker) - Santa Barbara Main - Santa Barbara, CA

U.S. Bancorp
United States
Workplace: OnsiteFull timeUSD 35.05 - 42.83Function: SalesExperience: 5+ yearsSkills: ["Customer service","Interpersonal skills","Trust-building","Recommendations","Relationship building"]

Build trusted relationships with retail banking customers through in-person, appointment, and virtual interactions, using a digital-first approach to assess needs and recommend deposit and loan solutions. Originate and close consumer loans, open accounts, provide digital banking solutions, and support branch opening/closing. As a referral-only representative, maintain FINRA registrations to make referrals to wealth management teams and complete required NMLS registration processes.

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FursaFursa
U.S. Bancorp
U.S. Bancorp
5 days ago

Premier Client Relationship Consultant 5 (Banker) - Santa Barbara Main - Santa Barbara, CA

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Source: Company careers pageValidated by: Fursa AI
Last checked: 19 hours agoStatus: Live

Job Summary

Build trusted relationships with retail banking customers through in-person, appointment, and virtual interactions, using a digital-first approach to assess needs and recommend deposit and loan solutions. Originate and close consumer loans, open accounts, provide digital banking solutions, and support branch opening/closing. As a referral-only representative, maintain FINRA registrations to make referrals to wealth management teams and complete required NMLS registration processes.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Sales
Seniority: Mid level

Key Responsibilities

  • •Complete all Client Relationship Consultant duties by building customer relationships via in-person, by-appointment, and virtual channels.
  • •Assess and attend to customer banking needs by obtaining and processing customer and account information.
  • •Educate customers on deposit and loan products and services and recommend solutions aligned with individual goals.
  • •Originate and close consumer loans, open accounts, provide digital banking solutions, and open and/or close the branch.
  • •Maintain FINRA registrations as a referral-only registered representative to refer clients to registered representatives in partnership with wealth management teams.

Pay and Benefits

Salary: USD 35.05 - 42.83
Perks:Health InsuranceDentalVisionLife InsuranceDisability Insurance401kPaid LeaveParental LeaveAdoption Assistance

Key Requirements

  • •High school diploma or equivalent.
  • •Typically 5+ years of job-related retail banking experience (or equivalent combination of experience and training).
  • •Maintain required FINRA registrations, including SIE and Series 6 and Series 63 (or Series 7 and Series 63) or equivalent.
  • •Obtain and maintain NMLS registration under the S.A.F.E. Act of 2008 and Regulation Z, including background/credit requirements.
  • •Provide proven customer service and interpersonal skills, including the ability to identify customer needs and make appropriate recommendations using a digital-first mindset.
Experience:5+ yearsRetail bankingFinancial services
Skills:Customer serviceInterpersonal skillsTrust-buildingRecommendationsRelationship building
Licenses:FINRA Securities Industry Essentials (SIE)FINRA Series 6FINRA Series 63FINRA Series 7FINRA Series 66NMLS registrationS.A.F.E. Act of 2008Regulation Z
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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