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Float Client Relationship Consultant Banker - SF Peninsula

Company: US Bank
Location: Daly City
Posted on: June 8, 2021

Job Description:

At U.S. Bank, we're passionate about helping customers and the communities where we live and work. The fifth-largest bank in the United States, we're one of the country's most respected, innovative and successful financial institutions. U.S. Bank is an equal opportunity employer committed to creating a diverse workforce. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.

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.

Branch Locations*: Cluster 1 (Serramonte-Home Branch, San Bruno, Excelsior, Lakeside, Millbrae) OR Cluster 2 (Belmont-Home Branch, San Carlos, San Mateo, Foster City, Burlingame, Redwood City, Menlo Park)

  • Branch locations are subject to change
  • 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

  • Reports to float pool manager at market level

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.

Basic Qualifications

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

Preferred Skills/Experience

  • 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

Required Skills

  • 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.


Take care of yourself and your family with U.S. Bank employee benefits. We know that healthy employees are happy employees, and we believe that work/life balance should be easy to achieve. That's why we share the cost of benefits and offer a variety of programs, resources and support you need to bring your full self to work and stay present and committed to the people who matter most - your family.

Learn all about U.S. Bank employee benefits, including tuition reimbursement, retirement plans and more, by visiting usbank.com/careers.

EEO is the Law

Applicants can learn more about the company's status as an equal opportunity employer by viewing the federal EEO is the Law poster.


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 about the E-Verify program.

Keywords: US Bank, Daly City , Float Client Relationship Consultant Banker - SF Peninsula, Other , Daly City, California

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