Client Relationship Consultant 4 (Banker) - Del Mar Plaza - Del Mar, CA
$64,272–$78,541 year
On-siteDel Mar, California, United States
Job Summary
Greet clients in-person, by appointment, or virtually to provide counsel on deposit and loan products while assessing and processing account information. Open new consumer and business accounts, complete service requests, and submit credit applications. Proactively educate clients on emerging digital products and self-service technologies to meet their financial needs. Build and foster relationships through proactive outreach, asking questions about financial goals, and recommending solutions based on unique customer requirements. Maintain a working knowledge of retail banking policies and leverage available resources to optimize the client experience with operational excellence. Requires NMLS registration under the S.A.F.E. Act of 2008 and Regulation Z.
Required Qualifications
- High school diploma or equivalent
- Five or more years of job-related, retail banking experience or a combination of experience and commensurate training
- National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z
- Ability to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies
Desired Qualifications
- Proven ability to build and foster relationships with clients through proactive outreach and follow up
- Ability to effectively engage and communicate with clients
- Advanced knowledge of applicable bank and branch policies, procedures and support systems
- Thorough knowledge of all retail products and services
- Proven customer service and interpersonal skills
- Experience in participating in sales campaigns/promotions
- 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
- Demonstrated advanced level of proficiency in making appropriate recommendations that meet customer's needs both reactively and proactively
- Experience in the financial services industry
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