Client Relationship Consultant 2 (banker) - La Canada, Ca (30hrs)

U.S. Bank

La Canada, California, US
Base: $23.19 - 28.35; bonus/equity: not specified;...
Client relationship building
Financial needs assessment
Deposit and loan 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.
  • Builds and fosters relationships with clients through proactive outreach and follow up, asking questions and learning about their financial needs, and banking channel preferences.
  • Our benefits include 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, and paid vacation.

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: $23.19 - 28.35; Bonus/Equity: Not specified; Benefits: Comprehensive benefits package

Skills & Requirements

Must-have

  • Client relationship building
  • Financial needs assessment
  • Deposit and loan products
  • Digital product education
  • Customer service excellence

Nice-to-have

  • Proactive client outreach
  • Collaborative partnerships
  • Adaptable to digital mindset
  • Financial services experience

Key Requirements

  • High school diploma or equivalent
  • 3-4 years retail banking experience
  • NMLS registration required

Work Rights

Not specified

Tailored Resume

Cover Letter