Talent.com
Client Relationship Consultant 2 (Banker) - Channel Islands - Port Hueneme, CA
Client Relationship Consultant 2 (Banker) - Channel Islands - Port Hueneme, CAU.S. Bancorp • Port Hueneme Cbc Base, CA, US
Client Relationship Consultant 2 (Banker) - Channel Islands - Port Hueneme, CA

Client Relationship Consultant 2 (Banker) - Channel Islands - Port Hueneme, CA

U.S. Bancorp • Port Hueneme Cbc Base, CA, US
[job_card.30_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

Client Relationship Consultant

Client Relationship Consultants build relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually to provide the best possible counsel while adapting a digital first mindset. Strong client relationships are based on trust, assessing and attending to customers' banking needs, obtaining and processing customer and account information, demonstrating and educating clients on available deposit and loan products and services, and recommending solutions based on each customer's unique goals and needs. Builds and fosters relationships with clients through proactive outreach and follow up, asking questions and learning about their financial needs, and banking channel preferences. Identifies solutions for new and existing clients based on their needs by effectively engaging and communicating with clients. Maintains a working knowledge of consumer and business banking products and services including digital products and services. Provides a consistent optimal client experience, including greeting clients and processing basic transactions. Develops collaborative partnerships with branch team members and partners to best serve clients. Opens new consumer and business accounts, completes service requests and submits credit applications. Proactively educates clients on emerging and self-service digital products and services to assist with meeting their financial needs. Leverages available resources and technologies to optimize the client experience and serve our clients with operational excellence and accuracy. This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z. You will be subject to the required registration process, which includes a criminal background and credit check. Failure to meet or maintain any of the NMLS registration requirements, including maintaining a satisfactory criminal and credit record, may result in a rescission of your offer or termination of employment.

Basic Qualifications :

  • High school diploma or equivalent
  • Typically has a minimum three to four years of job-related, retail banking experience or a combination of experience and commensurate training

Preferred Skills / Experience :

  • Proven ability to build and foster relationships with clients through proactive outreach and follow up
  • Ability to effectively engage and communicate with clients
  • Thorough knowledge of applicable bank and branch policies, procedures and support systems
  • Proven customer service and interpersonal skills
  • 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
  • Experience in the financial services industry preferred
  • Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours) :

  • Healthcare (medical, dental, vision)
  • Basic term and optional term life insurance
  • Short-term and long-term disability
  • Pregnancy disability and parental leave
  • 401(k) and employer-funded retirement plan
  • Paid vacation (from two to five weeks depending on salary grade and tenure)
  • Up to 11 paid holiday opportunities
  • Adoption assistance
  • Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
  • U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.

    [job_alerts.create_a_job]

    Relationship Banker • Port Hueneme Cbc Base, CA, US

    [internal_linking.related_jobs]
    Mortgage Home Loan Advisor - Ventura Area

    Mortgage Home Loan Advisor - Ventura Area

    First Bank • Ventura, CA, United States
    [job_card.full_time]
    Mortgage Home Loan Advisor (Commission-Only).Do you hate sitting in an office all day? This position actually requires that you spend more than 80% of your time outside of your office.Like meeting ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Business Consultant

    Business Consultant

    AssetMark • Oxnard, CA, US
    [job_card.full_time]
    Business Consultants deliver comprehensive business consulting and practice management advice, solutions, and expertise to AssetMark advisors and partner relationships. AssetMark Business Consultant...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Outbound Call Center Representative- FL

    Outbound Call Center Representative- FL

    Momentum Solar • Oxnard, CA, US
    [job_card.full_time]
    Momentum Solar Job Opportunity.Momentum Solar is a premier residential solar provider with offices throughout the U.Founded in 2009, Momentum has grown exponentially over the past decade.We impleme...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Paid Consumer Study Contributor (Hiring Immediately)

    Paid Consumer Study Contributor (Hiring Immediately)

    Maxion Research • Port Hueneme, California, US
    [job_card.part_time]
    Join Our Part-Time Research Studies Today!.Are you eager to earn extra income from the comfort of your home? We are looking for motivated individuals to participate in paid research studies includi...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Personal Banker Bilingual Spanish - Buenaventura Branch

    Personal Banker Bilingual Spanish - Buenaventura Branch

    Wells Fargo • Ventura, CA, United States
    [job_card.full_time]
    Are you looking for more? Find it here.At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping ...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Virtual Care Physician

    Virtual Care Physician

    QuickMD • Port Hueneme, CA, United States
    [job_card.full_time]
    About QuickMD : QuickMD is a leading telemedicine provider, delivering high-quality virtual care across 44 states.Since our founding in 2019, we have helped more than 100,000 patients access essenti...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Client Relationship Consultant 1 (Banker) - Channel Islands - Port Hueneme, CA

    Client Relationship Consultant 1 (Banker) - Channel Islands - Port Hueneme, CA

    California Staffing • Port Hueneme Cbc Base, CA, US
    [job_card.full_time]
    Bank Client Relationship Consultant.Bank, we're on a journey to do our best.Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities...[show_more]
    [last_updated.last_updated_variable_hours] • [promoted] • [new]
    Personal Banker (Member Service Representative II)

    Personal Banker (Member Service Representative II)

    SchoolsFirst Federal Credit Union • Ventura, CA, United States
    [job_card.part_time]
    We're always looking for diverse, talented, service-oriented people to join our exceptional team.Personal Banker (Member Service Representative II). The pay range for this position is listed below.O...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Side Income Opportunity - Work Your Own Hours

    Side Income Opportunity - Work Your Own Hours

    Finance Buzz • Port Hueneme, California, US
    [job_card.part_time] +1
    We’re offering a part-time opportunity for individuals who want to earn extra cash without disrupting their main job or studies. This role gives you the freedom to work from home at your own pace, l...[show_more]
    [last_updated.last_updated_30] • [promoted]
    IT Specialist Mid - Port Hueneme

    IT Specialist Mid - Port Hueneme

    TEKsystems • Port Hueneme, CA, United States
    [job_card.full_time]
    IT Support Specialist (Secret Clearance Required) • •Location : • Port Hueneme, CA.Clearance : • Active •Secret Clearance • required. Certification : • •CompTIA Security+ •.Experience : • 1-2 years of •Desktop...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Ocean Systems Engineer, Lead

    Ocean Systems Engineer, Lead

    BOOZ, ALLEN & HAMILTON, INC. • Port Hueneme, CA, US
    [job_card.full_time] +1
    Provide expertise and services in the disciplines of maritime structures design and construction, construction of seafloor infrastructure, hydrodynamics, mooring systems, seafloor cable systems, an...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Remote Financial Controller - AI Trainer ($150 per hour)

    Remote Financial Controller - AI Trainer ($150 per hour)

    Mercor • San Buenaventura, California, US
    [filters.remote]
    [job_card.full_time]
    UK / Canada / Europe / Singapore / Dubai / Australia-based • •Investment Banking or Private Equity Experts • • for a research project with a leading foundational model AI lab. You are a good fit if you : - Have •...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Financial Advisor - Ventura County

    Financial Advisor - Ventura County

    Thrivent Financial • Oxnard, CA, United States
    [job_card.full_time]
    Make an impact providing expert financial advice with heart.Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing.Here, you’ll make...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Surrogates Needed! Earn up to $115,000

    Surrogates Needed! Earn up to $115,000

    Giving Tree Surrogacy • Oxnard, CA, United States
    [job_card.permanent]
    We are looking for a passionate individual with a sense of responsibility and willingness to help create families to join us as a surrogate. In this role, you will be instrumental in supporting indi...[show_more]
    [last_updated.last_updated_30] • [promoted]
    County Meter Reader

    County Meter Reader

    Meter Reader • Port Hueneme, CA
    [job_card.full_time]
    Responsibilities The primary responsibility of this position is to read meters and record consumption of the water used, cleaning of meter boxes, and removal of vegetation impeding access to meters...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Assistant Account Manager, Commercial Lines

    Assistant Account Manager, Commercial Lines

    Hub International Insurance • Ventura, California, USA
    [job_card.full_time]
    The Assistant Account Manager provides a high level of support in obtaining maintaining expanding and servicing commercial lines accounts. This position assists with certificates of insurance policy...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Lead Physical Therapist / Skilled Business Development

    Lead Physical Therapist / Skilled Business Development

    BrightStar Care Santa Barbara • Oxnard, CA, United States
    [job_card.full_time]
    Lead Physical Therapist / Skilled Business Development.Are you ready to lead and inspire our team of Physical Therapy and Occupational Therapy professionals and play an exciting part of growing our s...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Consultant Relations VP

    Consultant Relations VP

    Garner Health • Oxnard, CA, US
    [job_card.full_time]
    Healthcare quality is declining and soaring costs are crushing American families and businesses.At Garner, we've developed a revolutionary approach to evaluating doctor performance and a unique inc...[show_more]
    [last_updated.last_updated_30] • [promoted]