Client Relationship Consultant 3 (Banker) - Tustin La Palma Anaheim, CA

U.S. Bancorp
California
Workplace: OnsiteFull timeUSD 27.22 - 33.26Function: SalesExperience: 4-5 yearsEducation: high_schoolSkills: ["Customer service","Interpersonal skills","Relationship building","Recommendation making","Communication"]

Build trusted relationships with consumers and businesses by connecting in-person, by appointment, and virtually to understand needs and recommend deposit and loan solutions. Manage account information, open new accounts, complete service requests, and submit credit applications. Educate clients on digital and self-service banking tools, maintain product knowledge, and partner with branch teams to deliver an accurate, high-quality client experience while meeting NMLS/Reg Z requirements.

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

Client Relationship Consultant 3 (Banker) - Tustin La Palma Anaheim, CA

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

Job Summary

Build trusted relationships with consumers and businesses by connecting in-person, by appointment, and virtually to understand needs and recommend deposit and loan solutions. Manage account information, open new accounts, complete service requests, and submit credit applications. Educate clients on digital and self-service banking tools, maintain product knowledge, and partner with branch teams to deliver an accurate, high-quality client experience while meeting NMLS/Reg Z requirements.
Location: California
Workplace: Onsite
Employment Type: Full time
Job Function: Sales
Seniority: Mid level

Key Responsibilities

  • •Build and foster client relationships through proactive outreach, follow-up, and discovery of customer needs and banking channel preferences
  • •Identify solutions for new and existing clients by engaging and communicating effectively, and recommending deposit and loan products/services
  • •Maintain working knowledge of consumer and business banking products including digital products and services to support a digital-first experience
  • •Provide a consistent client experience by greeting clients and processing basic transactions; open accounts and complete service requests
  • •Proactively educate clients on emerging and self-service digital products and services; leverage resources and technologies to support operational excellence and accuracy

Pay and Benefits

Salary: USD 27.22 - 33.26
Perks:Health InsuranceDentalVisionLife InsuranceLong-term Disability401kRetirementPaid LeavePaid HolidaysParental LeaveAdoption Assistance

Key Requirements

  • •High school diploma or equivalent
  • •Typically 4 to 5 years of job-related retail banking experience (or a combination of experience and training)
  • •National Mortgage Licensing System (NMLS) registration under the S.A.F.E. Act of 2008 and Regulation Z, including criminal background and credit check
  • •Bilingual ability to read, write, and speak in business-level Spanish and English
  • •Ability to work from a U.S. Bank location for all scheduled work days
Experience:4-5 yearsRetail banking
Education:High School
Skills:Customer serviceInterpersonal skillsRelationship buildingRecommendation makingCommunication
Certifications:NMLS registration
Languages:SpanishEnglish

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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