Float Client Relationship Consultant 3 (Banker) - LA Central Coast, Santa Barbara Main, CA (Mul

Job Description

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

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.

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

This role requires working from a U.S. Bank location for all scheduled work days.

• 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

• 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 prepared 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.

If 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.

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:

• 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.

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.

U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more…