Client Relationship Consultant 3 (Banker) - North Beach - San Francisco, CA Bilingual Cantonese & English at U.S. Bank | CA, US | Rezi

Client Relationship Consultant 3 (Banker) - North Beach - San Francisco, CA Bilingual Cantonese & English at U.S. Bank

Client Relationship Consultant 3 (Banker) - North Beach - San Francisco, CA Bilingual Cantonese & English

U.S. Bank · CA, US

Today

Client Relationship Consultant 3 (Banker) - North Beach - San Francisco, CA Bilingual Cantonese & English

U.S. Bank · CA, US

20 hours ago
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About the Role

Client Relationship Consultants build relationships with customers by engaging them through multiple channels, providing counsel, and adapting a digital-first mindset. They assess and attend to customer needs, demonstrate products, and recommend solutions based on individual goals.

Responsibilities

  • Builds and fosters relationships with clients through proactive outreach and follow up.
  • 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.
  • Leverages available resources and technologies to optimize the client experience and serve clients with operational excellence and accuracy.

Requirements

  • High school diploma or equivalent.
  • National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z.
  • Subject to required registration process, including criminal background and credit check.
  • Failure to meet or maintain NMLS registration requirements may result in rescission of offer or termination of employment.
  • Must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.

Skills

  • Bilingual ability to read, write, and speak in business-level proficiency of Cantonese language and English.
  • 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 products and services.
  • Proven customer service and interpersonal skills.
  • Experience in participating in sales campaigns/promotions.
  • 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 advanced level of proficiency in making appropriate recommendations that meet customer’s needs both reactively and proactively.
  • Experience in the financial services industry preferred.

Location

  • U.S. Bank location

Work Type

  • Onsite

Experience Level

  • Typically has a minimum four to five years of job-related, retail banking experience or a combination of experience and commensurate training.

Education Level

  • High school diploma or equivalent

Salary/Compensations

  • $29.08 - $35.54

Benefits

  • 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
  • Incentive and recognition programs
  • Equity stock purchase
  • Pension (all benefits are subject to eligibility requirements)

About the Company

  • 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.
  • 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.
  • U.S. Bank will consider qualified applicants with arrest or conviction records for employment.
  • U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance.
  • U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA).
  • In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.

Equal Opportunity

  • 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.