Client Relationship Consultant 3 (banker) - San Marcos Twin Oaks Ralphs, Ca (30hrs)

U.S. Bank

San Marcos, California, US
Base: $27.22 - $33.26; bonus/equity: not specified...
Build and foster client relationships
Assess and attend to customer needs
Demonstrate and educate on products
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

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 approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work.

Matching 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.

Salary

Base: $27.22 - $33.26; Bonus/Equity: Not specified; Benefits: Comprehensive benefits package

Skills & Requirements

Must-have

  • Build and foster client relationships
  • Assess and attend to customer needs
  • Demonstrate and educate on products
  • Digital first mindset
  • Process basic transactions

Nice-to-have

  • Collaborative partnerships with team
  • Proactive client education on digital tools
  • Operational excellence and accuracy

Key Requirements

  • High school diploma or equivalent
  • Four to five years of retail banking experience
  • NMLS registration required

Work Rights

Not specified

Tailored Resume

Cover Letter