Float Client Relationship Consultant 3 (Banker) - North Orange County, CA
Listed on 2026-08-17
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Finance & Banking
Bank Customer Service, Financial Sales, Banking & Finance
About U.S. Bank
At U.S. 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 we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career.
Try new things, learn new skills and discover what you excel at—all from Day One.
Float Client Relationship Consultants build relationships with customers by meeting face to face and engaging them when and where they need to provide the best possible counsel. Strong client relationships are based on trust, assessing and attending to customers’ banking needs, obtaining and processing customer and account information, educating clients on available deposit and loan products and services, and recommending financial solutions based on each customer’s unique goals and needs.
They are also responsible for originating and closing consumer loans, opening accounts, and opening and/or closing the branch. 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.
- High school diploma or equivalent
- Four to five years of customer service experience
- Four to five years of sales experience
- Act as a role model within the branches they support.
- Understand work schedule, ask questions if anything is unclear.
- Show up each day to their assigned branch on time and prepare for work.
- Ability to handle various security and operational processes and procedures.
- Under minimal supervision
- Effectively work with various personalities and develop interpersonal relationship skills.
- Demonstrates customer obsession through empathy, taking ownership, and consistent follow up.
- Thorough knowledge of retail product philosophy, policy, procedures, documentation and systems
- Advanced knowledge of all retail products and services
- Proven customer service and interpersonal skills
- Experience in participating in sales campaigns/promotions
- Strong mathematical, problem-solving, and negotiation skills
- Strong verbal and written communication skills
- Experience in the financial services industry preferred
- Previous supervisory experience preferred
This role requires working from a U.S. Bank location for all scheduled workdays. This position also requires 10 or more hours of driving per week.
Disability AccommodationIf there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.
BenefitsOur 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:
- 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
Review our full benefits available by employment status here.
Equal OpportunityU.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.
Verification & Background ChecksU.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United…
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