Client Relationship Consultant Nmls - Torrance Ralphs- Torrance CA (35 Hrs)

US Bank Torrance , CA 90501

Posted 2 months ago

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.

This active posting is for a Client Relationship Consultant role: Client Relationship Consultant 1, Client Relationship Consultant 2, Client Relationship Consultant 3 and Client Relationship Consultant 4 . Below are the basic qualifications and preferred experience for each level of role. Your level of experience will be reviewed and matched to the appropriate job level.

Client Relationship Consultant 1

Basic Qualifications

  • High school diploma or equivalent

  • One to three years of customer service experience

  • One to three years of sales experience

Preferred Skills/Experience

  • Basic knowledge of retail product philosophy, policy, procedures, documentation and systems

  • Basic knowledge of all retail products and services

  • Proven customer service and interpersonal skills

  • Effective selling and referral skills

  • Strong mathematical, problem-solving, and negotiation skills

  • Strong verbal and written communication skills

  • Experience in the financial services industry preferred

Client Relationship Consultant 2

Basic Qualifications

  • High school diploma or equivalent

  • Three to four years of customer service experience

  • Three to four years of sales experience

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

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

Client Relationship Consultant 4

Basic Qualifications

  • High school diploma or equivalent

  • Five or more years of customer service experience

  • Five or more years of sales experience

Preferred Skills/Experience

  • Advanced 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

icon no score

See how you match
to the job

Find your dream job anywhere
with the LiveCareer app.
Mobile App Icon
Download the
LiveCareer app and find
your dream job anywhere
App Store Icon Google Play Icon
lc_ad

Boost your job search productivity with our
free Chrome Extension!

lc_apply_tool GET EXTENSION

Similar Jobs

Want to see jobs matched to your resume? Upload One Now! Remove
Private Client Banker Torrance Torrance CA

Jpmorgan Chase & Co.

Posted 2 months ago

VIEW JOBS 10/19/2020 12:00:00 AM 2021-01-17T00:00 You have a proven record for delivering outstanding service to clients. You've successfully collaborated with colleagues and worked as part of a team to achieve business results. You have established relationships within a company to deliver for clients. Apply these talents as a Private Client Banker and help drive the client banking experience at Chase through our Private Client Services offerings. Job Description As a Private Client Banker, you are the main point of contact for a select group of Chase's affluent clients, as well as other customers in the Branch. You'll manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You'll help acquire new clients by actively soliciting referrals and developing internal and external sources. Responsibilities You'll be the clients' personal advocate at Chase, adding value to the relationship by: * Sharing the value of Chase Private Client with clients that may be eligible * Actively managing their banking relationship through an advice-based approach, ensuring each client receives the best products, services for his or her needs * Partnering with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers), to connect customers to experts who can help them with specialized financial needs * Making lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/7 days a week * Adhering to policies, procedures and regulatory banking requirements This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: http://mortgage.nationwidelicensingsystem.org/SAFE/Pages/default Qualifications * Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships * Experience cultivating relationships with affluent clients is strongly preferred * Minimum of one year Branch Banking Banker, or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating and maintaining customer relationship, and revenue generation * Beginning Oct. 1, 2018 if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required - or must be successfully completed within 120 days of starting the role * Compliance with Dodd Frank/Truth in Lending Act* * Strong team orientation with a commitment of long-term career with the firm * Excellent communication skills * College degree or military equivalent strongly preferred; High school degree, GED or foreign equivalent required * Adherence to policies, procedures, and regulatory banking requirements * Ability to work branch hours, including weekends and some evenings * To be considered for this role, you may be required to complete a video interview powered by HireVue Jpmorgan Chase & Co. Torrance CA

Client Relationship Consultant Nmls - Torrance Ralphs- Torrance CA (35 Hrs)

US Bank