Client Relationship Consultant 1 NMLS - Orange Katella, CA (40 hrs)
Vacancy expired!
Client Relationship Consultants build relationships with customers by meeting face to face and engaging them when and where they need to provide the best possible counsel. Strong client relationships are based on trust, assessing and attending to customers’ banking needs, obtaining and processing customer and account information, educating clients on available deposit and loan products and services, and recommending financial solutions based on each customer’s unique goals and needs. They are also responsible for originating and closing consumer loans, opening accounts, and opening and/or closing the branch.
Client Relationship Consultants build relationships with customers by meeting face to face and engaging them when and where they need to provide the best possible counsel. Strong client relationships are based on trust, assessing and attending to customers’ banking needs, obtaining and processing customer and account information, educating clients on available deposit and loan products and services, and recommending financial solutions based on each customer’s unique goals and needs. They are also responsible for originating and closing consumer loans, opening accounts, and opening and/or closing the branch.We’re looking for people who want more than just a job – who want to make a difference in the communities where we live and work. Apply today and explore what’s possible with a career at U.S. Bank.This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z. You will be subject to the required registration process, which includes a criminal background and credit check. Failure to meet or maintain any of the NMLS registration requirements, including maintaining a satisfactory criminal and credit record, may result in a rescission of your offer or termination of employment.Qualifications:This active posting is for a
Client Relationship Consultant role: Client Relationship Consultant 1,
Client Relationship Consultant 2, Client Relationship Consultant 3 and Client
Relationship Consultant 4 . Below are the basic qualifications and
preferred experience for each level of role. Your level of experience
will be reviewed and matched to the appropriate job level.Client RelationshipConsultant 1Basic QualificationsHigh school diploma or equivalent
One to three years of customer service experience
One to three years of sales experience
Preferred Skills/ExperienceBasic knowledge of retail product philosophy, policy, procedures,
documentation and systems
Basic knowledge of all retail products and services
Proven customer service and interpersonal skills
Effective selling and referral skills
Strong mathematical, problem-solving, and negotiation skills
Strong verbal and written communication skills
Experience in the financial services industry preferred
Client RelationshipConsultant 2Basic QualificationsHigh school diploma or equivalent
Three to four years of customer service experience
Three to four years of sales experience
Preferred Skills/ExperienceThorough knowledge of retail product philosophy, policy, procedures,
documentation and systems
Thorough knowledge of all retail products and services
Proven customer service and interpersonal skills
Experience in participating in sales campaigns/promotions
Strong mathematical, problem-solving, and negotiation skills
Strong verbal and written communication skills
Experience in the financial services industry preferred
Experience assisting less experienced personnel
Client RelationshipConsultant 3Basic QualificationsHigh school diploma or equivalent
Four to five years of customer service experience
Four to five years of sales experience
Preferred Skills/ExperienceThorough knowledge of retail product philosophy, policy, procedures,
documentation and systems
Advanced knowledge of all retail products and services
Proven customer service and interpersonal skills
Experience in participating in sales campaigns/promotions
Strong mathematical, problem-solving, and negotiation skills
Strong verbal and written communication skills
Experience in the financial services industry preferred
Previous supervisory experience preferred
Client RelationshipConsultant 4Basic QualificationsHigh school diploma or equivalent
Five or more years of customer service experience
Five or more years of sales experience
Preferred Skills/ExperienceAdvanced knowledge of retail product philosophy, policy, procedures,
documentation and systems
Advanced knowledge of all retail products and services
Proven customer service and interpersonal skills
Experience in participating in sales campaigns/promotions
Strong mathematical, problem-solving, and negotiation skills
Strong verbal and written communication skills
Experience in the financial services industry preferred
Previous supervisory experience preferred
Job: Branch BankingPrimary Location: CA-CA-OrangeShift: 1st - DaytimeAverage Hours Per Week: 40Requisition ID: 200018730U.S. Bank is an Equal Opportunity Employer committed to creating a diverse workforce.U.S. Bank is an equal opportunity employer committed to creating a diverse workforce. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.
Vacancy expired!