Growth-Focused Banking Relationship Consultant

U.S. Bank

Santa Maria (CA)

On-site

USD 31,684 - 52,348

Full time

14 days+
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Benefits offered by this job

Healthcare benefits
Life insurance
Disability insurance
Parental leave
401(k) plan
Paid vacation
Paid holidays
Adoption assistance
Sick leave

Job summary

U.S. Bank in California seeks Client Relationship Consultants to build trusted relationships with customers across in-person, by appointment, and digital channels. You will assess banking needs, educate clients on deposits and loans, and tailor solutions to individual goals and circumstances.

Roles span multiple levels (2–4) with salary ranges per level. The job emphasizes regulatory compliance (NMLS), excellent communication, and ability to work from a U.S. Bank location.

Qualifications

  • High school diploma or equivalent.
  • Three to four years of customer service experience.
  • Three to four years of sales experience.

Responsibilities

  • Build relationships with customers across in-person, appointment, and virtual channels.
  • Assess banking needs, obtain and process customer information, educate clients on deposits and loans.
  • Originating and closing consumer loans and opening/closing accounts.

Skills

Customer service
Sales experience
Communication skills
Negotiation skills
Digital products knowledge
Self-service technologies
Problem solving

Education

High school diploma or equivalent

Job description

U.S. Bank in California seeks Client Relationship Consultants to build trusted relationships with customers across in-person, by appointment, and digital channels. You will assess banking needs, educate clients on deposits and loans, and tailor solutions to individual goals and circumstances.

Roles span multiple levels (2–4) with salary ranges per level. The job emphasizes regulatory compliance (NMLS), excellent communication, and ability to work from a U.S. Bank location.

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