
Client Relationship Consultant, Banker
U.S. Bank
full-time
Posted on:
Location Type: Office
Location: Rancho Cucamonga • California • United States
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Salary
💰 $20 - $27 per hour
Job Level
About the role
- Build relationships with customers via multiple channels including in-person, by appointment, and virtually
- Provide counsel while adapting a digital first mindset
- Process customer and account information, educating on available products and services
- Open new consumer and business accounts, complete service requests, and submit credit applications
- Educate clients on emerging and self-service digital products and services
- Leverage available resources and technologies to optimize client experience
- Maintain a working knowledge of consumer and business banking products and services
Requirements
- High school diploma or equivalent
- 1 to 5 years minimum experience in customer service and sales
- Proven ability to build and foster relationships with clients through proactive outreach and follow up
- Ability to effectively engage and communicate with clients
- 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
- Ability to make appropriate recommendations that meet customer’s needs both reactively and proactively
- Experience in the financial services industry preferred
Benefits
- 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
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
customer servicesalesaccount managementcredit applicationsdigital productsself-service technologiesbanking productsservice requests
Soft Skills
relationship buildingcommunicationinterpersonal skillsproactive outreachclient engagementneeds assessmentrecommendation skills
Certifications
high school diploma