Client Relationship Consultant - Upland Area

Company: U.S. Bancorp
Location: Rancho Cucamonga
Posted on: May 3, 2021

Job Description:

At U.S. Bank, we're passionate about helping customers and the communities where we live and work. The fifth-largest bank in the United States, were one of the country's most respected, innovative and successful financial institutions. 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.

Job Description

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 customers unique goals and needs. They are also responsible for originating and closing consumer loans, opening accounts, and opening and/or closing the branch.

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.

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 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 customers unique goals and needs. They are also responsible for originating and closing consumer loans, opening accounts, and opening and/or closing the branch.

Were 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 whats 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.

Client Relationship Consultant 1

Basic Qualifications
- High school diploma or equivalent
- One to three years of customer service experience
- One to three years of sales experience

Preferred Skills/Experience
-Proven ability to build and foster relationships with clients through proactive outreach and follow up

-Ability to affectively engage and communicate with clients

- Basic 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 Relationship Consultant 2

Basic Qualifications
- High school diploma or equivalent
- Three to four years of customer service experience
- Three to four years of sales experience



Preferred Skills/Experience

-Proven ability to build and foster relationships with clients through proactive outreach and follow up

-Ability to affectively engage and communicate with clients
- Thorough 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 Relationship Consultant 3

Basic Qualifications
- High school diploma or equivalent
- Four to five years of customer service experience
- Four to five years of sales experience

Preferred Skills/Experience

-Proven ability to build and foster relationships with clients through proactive outreach and follow up

-Ability to affectively engage and communicate with clients
- Thorough 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 Relationship Consultant 4

Basic Qualifications
- High school diploma or equivalent
- Five or more years of customer service experience
- Five or more years of sales experience

Preferred Skills/Experience

-Proven ability to build and foster relationships with clients through proactive outreach and follow up

-Ability to affectively engage and communicate with clients
- Advanced 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

Benefits:
Take care of yourself and your family with U.S. Bank employee benefits. We know that healthy employees are happy employees, and we believe that work/life balance should be easy to achieve. That's why we share the cost of benefits and offer a variety of programs, resources and support you need to bring your full self to work and stay present and committed to the people who matter most - your family.

Learn all about U.S. Bank employee benefits, including tuition reimbursement, retirement plans and more, by visiting .

EEO is the Law
Applicants can learn more about the companys status as an equal opportunity employer by viewing the federal poster.

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 .

Keywords: U.S. Bancorp, Rancho Cucamonga , Client Relationship Consultant - Upland Area, Other , Rancho Cucamonga, California