Financial Solutions Relationship Advisor

U.S. Bank; Anaheim (CA); On-site; USD 37,000 - 45,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

Life insurance (basic)

Short-term disability

Long-term disability

Pregnancy and parental leave

401(k) and employer-funded retirement

Paid vacation

Up to 11 paid holidays

Adoption assistance

Sick and Safe Leave

Job summary

U.S. Bank is looking for Float Client Relationship Consultants to build relationships with customers by meeting face to face, assessing banking needs, and recommending financial solutions.

This role also involves originating and closing consumer loans, opening accounts, and handling branch operations. Ideal candidates will have a high school diploma, 4–5 years of customer service and sales experience, and willingness to travel.

Qualifications

• High school diploma or equivalent.
• Four to five years of customer service experience.
• Four to five years of sales experience.

Responsibilities

• Travel to defined branch clusters as assigned.
• Mileage and drive time will be paid for any time or distance beyond your regular home branch commute
• Flexible work schedule, 6 days per week
• Reports to float pool manager at market level.

Education

High school diploma or equivalent

Job description

U.S. Bank is looking for Float Client Relationship Consultants to build relationships with customers by meeting face to face, assessing banking needs, and recommending financial solutions.

This role also involves originating and closing consumer loans, opening accounts, and handling branch operations. Ideal candidates will have a high school diploma, 4–5 years of customer service and sales experience, and willingness to travel.