Banking Relationship Advisor

U.S. Bank; La Habra (CA); On-site; USD 48,000 - 59,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

Life insurance

Disability insurance

Pregnancy disability and parental care

401(k) and retirement plan

Paid vacation

Paid holidays

Adoption assistance

Sick leave

Job summary

U.S. Bank is seeking a Client Relationship Consultant to build trusted relationships with customers by understanding their banking needs and providing tailored financial solutions.

The role involves educating clients on deposit and loan products, opening and closing accounts, and actively participating in sales campaigns to promote banking services. It requires strong customer service and interpersonal skills.

Qualifications

• High school diploma or equivalent required.
• Minimum 3–5 years in customer service and 3–5 years in sales.
• Experience with retail products, policies and systems is preferred.

Responsibilities

• Build relationships with customers by meeting face to face and engaging them.
• Assess and address banking needs, open accounts and process information.
• Educate clients on deposits and loan products and provide financial solutions.
• Originate and close consumer loans and support branch operations.

Skills

Customer service

Sales experience

Interpersonal skills

Communication skills

Mathematical ability

Negotiation skills

Education

High school diploma or equivalent

Job description

U.S. Bank is seeking a Client Relationship Consultant to build trusted relationships with customers by understanding their banking needs and providing tailored financial solutions.

The role involves educating clients on deposit and loan products, opening and closing accounts, and actively participating in sales campaigns to promote banking services. It requires strong customer service and interpersonal skills.