Float Client Relationship Consultant 3 - Santa Fe, NM - Bilingual Spanish Preferred

U.S. Bancorp
New Mexico
Workplace: OnsiteFull timeUSD 21.94 - 26.82 hourlyFunction: Customer Success & Account ManagementExperience: 4-5 yearsEducation: high_schoolSkills: ["Proactive outreach","Client communication","Customer service","Interpersonal skills","Digital first mindset"]

Build strong relationships with customers by meeting face to face across assigned branch clusters and identifying each customer’s banking needs. Educate customers on deposit and loan products, recommend solutions aligned to goals, and handle key account activities including originating/closing consumer loans and opening/closing accounts and the branch. This float role includes a flexible 6-days-per-week schedule, reports to a float pool manager, and requires regular local driving.

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

Float Client Relationship Consultant 3 - Santa Fe, NM - Bilingual Spanish Preferred

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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 relationships with customers by meeting face to face across assigned branch clusters and identifying each customer’s banking needs. Educate customers on deposit and loan products, recommend solutions aligned to goals, and handle key account activities including originating/closing consumer loans and opening/closing accounts and the branch. This float role includes a flexible 6-days-per-week schedule, reports to a float pool manager, and requires regular local driving.
Location: New Mexico
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Meet customers face to face across assigned branch clusters and engage them when and where they need support.
  • •Assess customer banking needs, obtain/process customer and account information, and recommend financial solutions based on goals.
  • •Educate customers on available deposit and loan products and services.
  • •Originate and close consumer loans, and open and/or close accounts and the branch.
  • •Cover scheduled work across branches with a flexible schedule and travel requirements, reporting to a float pool manager.
Travel: Medium travel

Pay and Benefits

Salary: USD 21.94 - 26.82 hourly
Perks:Health InsuranceDentalVision401kPaid LeaveParental LeaveLife InsuranceDisability InsuranceAdoption Assistance

Key Requirements

  • •High school diploma or equivalent.
  • •Typically 4 to 5 years of job-related retail banking experience (or equivalent experience and training).
  • •Ability to build and foster client relationships through proactive outreach and follow up.
  • •Thorough knowledge of retail banking products and services, and applicable bank/branch policies and procedures.
  • •Ability to complete required NMLS registration process under the S.A.F.E. Act of 2008 and Regulation Z (including criminal background and credit check).
Experience:4-5 yearsRetail bankingFinancial services industry
Education:High School
Skills:Proactive outreachClient communicationCustomer serviceInterpersonal skillsDigital first mindset
Licenses: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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