Talent.com
Client Relationship Consultant 2 (Banker) - East Capitol Express Safeway
Client Relationship Consultant 2 (Banker) - East Capitol Express SafewayCalifornia Staffing • San Jose, CA, US
Client Relationship Consultant 2 (Banker) - East Capitol Express Safeway

Client Relationship Consultant 2 (Banker) - East Capitol Express Safeway

California Staffing • San Jose, CA, US
job_description.job_card.variable_days_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
job_description.job_card.job_description

Job Description

At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel atall from Day One.

Client Relationship Consultants build relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually to provide the best possible counsel while adapting a digital first mindset. Strong client relationships are based on trust, assessing and attending to customers' banking needs, obtaining and processing customer and account information, demonstrating and educating clients on available deposit and loan products and services, and recommending solutions based on each customer's unique goals and needs.

Builds and fosters relationships with clients through proactive outreach and follow up, asking questions and learning about their financial needs, and banking channel preferences. Identifies solutions for new and existing clients based on their needs by effectively engaging and communicating with clients. Maintains a working knowledge of consumer and business banking products and services including digital products and services. Provides a consistent optimal client experience, including greeting clients and processing basic transactions. Develops collaborative partnerships with branch team members and partners to best serve clients. Opens new consumer and business accounts, completes service requests and submits credit applications. Proactively educates clients on emerging and self-service digital products and services to assist with meeting their financial needs. Leverages available resources and technologies to optimize the client experience and serve our clients with operational excellence and accuracy. 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.

Basic Qualifications :

  • High school diploma or equivalent
  • Typically has a minimum three to four years of job-related, retail banking experience or a combination of experience and commensurate training

Preferred Skills / Experience :

  • Proven ability to build and foster relationships with clients through proactive outreach and follow up
  • Ability to effectively engage and communicate with clients
  • Thorough knowledge of applicable bank and branch policies, procedures and support systems
  • Proven customer service and interpersonal skills
  • Experience with using and demonstrating digital products and self-service technologies
  • Ability to explore and identify a customer's true needs while leveraging a digital first mindset
  • Demonstrated basic level of proficiency in making appropriate recommendations that meet customer's needs both reactively and proactively
  • Experience in the financial services industry preferred
  • Location Expectations :

    This role requires working from a U.S. Bank location five (5) days per week.

    Benefits :

    Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours) :

  • Healthcare (medical, dental, vision)
  • Basic term and optional term life insurance
  • Short-term and long-term disability
  • Pregnancy disability and parental leave
  • 401(k) and employer-funded retirement plan
  • Paid vacation (from two to five weeks depending on salary grade and tenure)
  • Up to 11 paid holiday opportunities
  • Adoption assistance
  • Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
  • U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.

    E-Verify

    U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program.

    The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range : $20.77 - $27.69

    U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance.

    serp_jobs.job_alerts.create_a_job

    Relationship Banker • San Jose, CA, US

    Job_description.internal_linking.related_jobs
    Front End Entry Level

    Front End Entry Level

    Albertsons Company • San Jose, CA, US
    serp_jobs.job_card.full_time
    When you begin your job with us working on the front-end as a courtesy clerk, customer service associate, or cashier, you are taking a step towards an opportunity that can help you learn, grow, and...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Business Sales Consultant - San Francisco, CA (NorCal)

    Business Sales Consultant - San Francisco, CA (NorCal)

    CoAdvantage • Danville, California, US
    serp_jobs.job_card.full_time
    CoAdvantage is a leading human resource solutions provider for small to mid-sized companies.We are HR experts who partner with small businesses nationwide to administer payroll, benefits, workers' ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days
    For additional information, please reviewCiti's Privacy Policy.

    For additional information, please reviewCiti's Privacy Policy.

    Citigroup • Fremont, CA, US
    serp_jobs.job_card.full_time
    The Teller is an entry-level position responsible for assisting with the execution of branch activities, including day-to-day delivery of client-facing services and processing transactions, in coor...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Payment gateway & Tokenization Consultant

    Payment gateway & Tokenization Consultant

    CData Software • Pleasanton, CA, United States
    serp_jobs.job_card.full_time
    Payment Gateway Strategy and Tokenization Solution Consultant : This role focuses on strategies for payment gateways, including tokenization, to enhance security, improve customer experience, and opt...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Outside Insurance Sales Consultant

    Outside Insurance Sales Consultant

    Allstate • San Jose, CA, US
    serp_jobs.job_card.full_time
    At Allstate, great things happen when our people work together to protect families and their belongings from lifes uncertainties. And for more than 90 years our innovative drive has kept us a step a...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Account Executive / HCM Sales Consultant (Bay Area)

    Account Executive / HCM Sales Consultant (Bay Area)

    Coastal Payroll • San Jose, CA, USA
    serp_jobs.job_card.full_time
    serp_jobs.filters_job_card.quick_apply
    At Coastal Payroll Services, we're more than payroll.Coastal is a leading provider of human capital management services headquartered in Southern California that supports thousands of clients in Ca...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30
    Relationship Banker - Silicon Valley Market - Sunnyvale, CA

    Relationship Banker - Silicon Valley Market - Sunnyvale, CA

    JPMorgan Chase • Sunnyvale, CA, US
    serp_jobs.job_card.full_time
    At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right t...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Payment gateway, Tokenization

    Payment gateway, Tokenization

    CData Software • Pleasanton, CA, United States
    serp_jobs.job_card.full_time
    Payment Gateway Strategy and Tokenization Solution Consultant : This role focuses on strategies for payment gateways, including tokenization, to enhance security, improve customer experience, and opt...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Mortgage Consultant

    Mortgage Consultant

    Prosperity Home Mortgage • Cupertino, CA, United States
    serp_jobs.job_card.full_time
    Under the general supervision of an Area Manager, the Mortgage Consultant is responsible for advising new and existing clients on residential mortgage programs obtained from various sources includi...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Seasonal Retail At Your Service Associate, Capitola

    Seasonal Retail At Your Service Associate, Capitola

    Macy's • Capitola, CA, United States
    serp_jobs.job_card.full_time +1
    Macy's is more than just a store.One that's captured the hearts and minds of America for more than 160 years.A story about innovations and traditions. Macy's 4th of July Fireworks, and the wonder of...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_hours • serp_jobs.job_card.promoted • serp_jobs.job_card.new
    J.P. Morgan Wealth Management Private Client Advisor - Union City, CA and Surrounding Areas

    J.P. Morgan Wealth Management Private Client Advisor - Union City, CA and Surrounding Areas

    JPMorgan Chase • Fremont, CA, US
    serp_jobs.job_card.full_time
    Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitmen...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Private Client Banker - Mountain View Branch - Mountain View, CA

    Private Client Banker - Mountain View Branch - Mountain View, CA

    JPMorgan Chase & Co. • Mountain View, CA, United States
    serp_jobs.job_card.full_time
    You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and havin...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Business Sales Consultant - San Francisco

    Business Sales Consultant - San Francisco

    CoAdvantage • Danville, CA, United States
    serp_jobs.job_card.full_time
    serp_jobs.filters_job_card.quick_apply
    CoAdvantage is a leading human resource solutions provider for small to mid-sized companies.We are HR experts who partner with small businesses nationwide to administer payroll, benefits, workers' ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days
    Payments Banking Consultant

    Payments Banking Consultant

    Accenture • Mountain View, CA, United States
    serp_jobs.job_card.full_time
    Accenture is a leading global professional services company that helps the world's leading businesses, governments, and other organizations build their digital core, optimize their operations, acce...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Client Service Associate

    Client Service Associate

    Morgan Stanley • Scotts Valley, CA, US
    serp_jobs.job_card.full_time
    Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs) / Private Wealth Advisor(s) (PWAs) / teams on a daily basis. Through regular interactions with...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Client Service Associate

    Client Service Associate

    Beacon Pointe Advisors LLC • Campbell, CA, US
    serp_jobs.job_card.full_time
    Job Description We are currently seeking qualified candidates to join Beacon Pointe Advisors as a Client Service Associate (CSA) in our Campbell, CA office. The Client Service Associate will join a ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Private Client Banker - Mountain View Branch - Mountain View, CA

    Private Client Banker - Mountain View Branch - Mountain View, CA

    JPMorgan Chase Bank, N.A. • Mountain View, CA, United States
    serp_jobs.job_card.full_time
    You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and havin...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Private Client Banker - Mountain View Branch - Mountain View, CA

    Private Client Banker - Mountain View Branch - Mountain View, CA

    JPMorganChase • Mountain View, CA, United States
    serp_jobs.job_card.full_time
    Private Client Banker - Mountain View Branch - Mountain View, CA.You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relat...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted