Client Relationship Consultant (Banker - multi-level) - San Dimas, CA
$48,235–$58,968 year
On-siteSan Dimas, California, United States
Job Summary
Build and foster relationships with clients through proactive outreach and follow-up, engaging them via in-person, appointment, and virtual channels to provide counsel on banking needs. Demonstrate and educate clients on available deposit and loan products, recommending solutions based on unique goals while maintaining a digital-first mindset. Process customer and account information, open new consumer and business accounts, complete service requests, and submit credit applications. Maintain working knowledge of consumer and business banking products, including digital services, to optimize the client experience with operational excellence and accuracy. Requires National Mortgage Licensing System (NMLS) registration under the S.A.F.E. Act of 2008 and Regulation Z, including criminal background and credit checks.
Required Qualifications
- High school diploma or equivalent
- National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z
- Satisfactory criminal and credit record
- 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
- Ability to comply with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance
- Ability to comply with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA)
- Ability to comply with FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement
- Ability to comply with ethics, safety, or operational procedures
- Ability to comply with federal guidelines applicable to an agreement
- Ability to comply with requirements related to ethics, safety, or operational procedures
Desired Qualifications
- Experience in the financial services industry
- 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 basic level of proficiency in making appropriate recommendations that meet customer's needs both reactively and proactively
- Demonstrated advanced level of proficiency in making appropriate recommendations that meet customer's needs both reactively and proactively
- Experience in the financial services industry preferred
- Experience in the financial services industry preferred
- Experience in the financial services industry preferred
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