Premier Client Relationship Consultant 4 (banker) - Garden Grove Brookhurst, Ca

U.S. Bank

Garden Grove, CA, USA
Base: $30.90 - $37.76; bonus/equity: not specified...
Digital first mindset
Assess and attend to customer needs
Educate clients on products and services
Building 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

  • Building 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.
  • In addition to the Client Relationship Consultant duties, Premier Client Relationship Consultants hold FINRA registrations in order to refer clients to registered representatives in partnership with wealth management teams.
  • 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

Building 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: $30.90 - $37.76; Bonus/Equity: Not specified; Benefits: Healthcare, 401(k), Paid vacation

Skills & Requirements

Must-have

  • Digital first mindset
  • Assess and attend to customer needs
  • Educate clients on products and services
  • Originate and close consumer loans
  • Open and close branch

Nice-to-have

  • Proven customer service skills
  • Experience with digital products
  • Leverage digital first mindset
  • Make appropriate recommendations

Key Requirements

  • High school diploma or equivalent
  • Five or more years of job-related retail banking experience
  • FINRA SIE, Series 6 (or Series 7) and Series 63 (or Series 66) registrations
  • National Mortgage Licensing System (NMLS) registration
  • Obtain FINRA SIE, Series 6, and Series 63 within six months

Work Rights

Not specified

Tailored Resume

Cover Letter