Client Relationship Consultant 3 (banker) - Napa, Ca (30 Hrs) Bilingual Spanish & English

townbank.us

Napa, CA, US
Base: $27.22 - $33.26; bonus/equity: not specified...
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Bilingual spanish & english proficiency
Client relationship building
Financial needs assessment
** U.S. Bank is seeking a bilingual Client Relationship Consultant in Napa, CA, with a focus on building strong relationships with clients through various communication channels. The role requires a high school diploma, significant retail banking experience, and proficiency in both Spanish and English. **

Job Summary

  • 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.
  • Our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind.

Matching Summary

Match Score: 75

** U.S. Bank is seeking a bilingual Client Relationship Consultant in Napa, CA, with a focus on building strong relationships with clients through various communication channels. The role requires a high school diploma, significant retail banking experience, and proficiency in both Spanish and English. **

Salary

Base: $27.22 - $33.26; Bonus/Equity: Not specified; Benefits: Healthcare, 401(k), paid vacation, etc.

Skills & Requirements

Must-have

  • Bilingual Spanish & English proficiency
  • Client relationship building
  • Financial needs assessment
  • Deposit and loan product knowledge
  • Digital product education

Nice-to-have

  • Proactive outreach and follow-up
  • Collaborative partnerships
  • Sales campaign experience
  • Digital self-service technologies

Key Requirements

  • High school diploma or equivalent
  • 4-5 years retail banking experience
  • NMLS registration required

Work Rights

Not specified

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