Client Relationship Consultant (Banker - multiple levels) - Santa Barbara Coastal Area - Santa Barbara, CA
Job in
Santa Paula, Ventura County, California, 93060, USA
Listed on 2026-08-07
Listing for:
US Bank
Full Time
position Listed on 2026-08-07
Job specializations:
-
Finance & Banking
Bank Customer Service, Financial Sales, Banking & Finance -
Customer Service/HelpDesk
Bank Customer Service, Banking & Finance
Job Description & How to Apply Below
Try new things, learn new skills and discover what you excel at-all from Day One.
Job Description
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.
This role has multiple levels, open to candidates with 3 years to 4 years minimum experience in customer service and sales. The successful candidate will be hired for the level of the position that aligns with their experience. Please note that the salary range provided corresponds to the lowest level of the position posted.
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.
We're looking for people who want more than just a job - who want to make a difference in the communities where we live and work. Apply today and explore what's possible with a career at U.S. Bank.
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.
Client Relationship Consultant 2
Salary Range: $23.17 - $28.37
Basic Qualifications
* High school diploma or equivalent
* Three to four years of customer service experience
* Three to four years of sales experience
Location expectations
This role requires working from a U.S. Bank location for all scheduled work days.
Preferred Skills/Experience
* Thorough knowledge of retail product philosophy, policy, procedures, documentation and systems
* Thorough 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
* Experience assisting less experienced personnel
Client Relationship Consultant 3
Salary Range: $27.21/hour - $33.27/hour
Basic Qualifications
* High school diploma or equivalent
* Four to five years of customer service experience
* Four to five years of sales experience
Location expectations
This role requires working from a U.S. Bank location for all scheduled work days.
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
* Thorough knowledge of all retail…
To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
Search for further Jobs Here:
×