Top 37 Banking consultant Jobs in Irvine, Ca

Client Relationship Consultant 4 (Banker) - Newport Mesa, CA
U.S. Bank National Association —Costa Mesa, CA
- $25.77 - $37.76 an hour
- Full-time
- 5 years
- Mid-level
- Office
- Paid holidays
- Disability insurance
Agentic Commerce Senior Manager | Banking
Accenture —Irvine, CA
- Full-time
- Computer Science
- US work authorization
- Military encouraged
- Paid holidays
- Disability insurance
Business Loan Consultant
Lendistry —Tustin, CA
- $65,000 - $85,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Bachelor of Science
- Mid-level
- Health savings account
- Paid holidays
Quick Apply
12d
Technology Leasing Sales Support Consultant
Computacenter —Irvine, CA
- $123,000 a year
- 5 years
- English
- Microsoft Office
Mortgage Financing Advisor (Pulte Mortgage)
Pulte Mortgage LLC —Mission Viejo, CA
- $79,000 - $98,750 a year
- Full-time
- Bilingual
- Background check
- Mid-level
- Paid holidays
- Disability insurance
Client Relationship Consultant - (Banker - Multiple Levels 30-40 hours), Central Orange County, CA
U.S. Bank National Association —Irvine, CA
- $20.00 - $31.50 an hour
- Full-time
- Mid-level
- Office
- High school diploma or GED
- Paid holidays
- Disability insurance
Consumer Loan Consultant
Credit Union of Southern California —Anaheim, CA
- $21.50 an hour
- Full-time
- Hybrid work
- Microsoft Outlook
- Word processing
- Mid-level
- Health insurance
14d
Client Relationship Consultant 4 (Banker) - Westpark, Irvine, CA
U.S. Bank National Association —Irvine, CA
- $25.77 - $37.76 an hour
- Full-time
- 5 years
- Mid-level
- Office
- Paid holidays
- Disability insurance
12d
Client Relationship Consultant (Banker) - Multiple Levels (30-40 Hrs), North Orange County, CA
U.S. Bank National Association —Santa Ana, CA
- $20.00 - $31.50 an hour
- Full-time
- Mid-level
- Office
- 3 years
- Paid holidays
- Disability insurance
7d
Personal Loan Consultant
PRIORITY PLUS FINANCIAL LLC —Costa Mesa, CA
- $16.90 an hour
- Full-time
- Computer literacy
- Mid-level
- Computer skills
Customer Service Representative (Loan Consultant II - CA)
Lendmark Financial Services, LLC —Santa Ana, CA
- $23 - $25 an hour
- Full-time
- Spanish
- Microsoft Excel
- English
- Paid holidays
- Disability insurance
Quick Apply
6d
Client Relationship Consultant 4 (Banker) - Anaheim, CA
U.S. Bank National Association —Anaheim, CA
- $25.77 - $37.76 an hour
- Full-time
- 5 years
- Mid-level
- High school diploma or GED
- Paid holidays
- Disability insurance
Client Relationship Consultant 3 (Banker) - Mission Viejo, CA (36 hrs)
U.S. Bank National Association —Mission Viejo, CA
- $22.69 - $33.26 an hour
- Full-time
- Mid-level
- High school diploma or GED
- US work authorization
- Paid holidays
- Disability insurance
Client Relationship Consultant 2 (Banker) - Huntington Beach Brookhurst, CA (30hrs)
U.S. Bank National Association —Huntington Beach, CA
- $20.00 - $28.35 an hour
- Full-time
- Mid-level
- Office
- High school diploma or GED
- Paid holidays
- Disability insurance
Client Relationship Consultant 4 (Banker) - Los Alamitos, CA
U.S. Bank National Association —Los Alamitos, CA
- $25.77 - $37.76 an hour
- Full-time
- 5 years
- Mid-level
- High school diploma or GED
- Paid holidays
- Disability insurance
Senior Home Lending Advisor, South Orange County, CA
JPMorganChase —Mission Viejo, CA
- $16.90 an hour
- Online Application
- Computer literacy
- Mid-level
- Office
- Health insurance
- Tuition reimbursement
Client Relationship Consultant (Banker) - Multiple Levels
U.S. Bank National Association —Diamond Bar, CA
- $20.00 - $25.77 an hour
- Full-time
- Mid-level
- 3 years
- High school diploma or GED
- Paid holidays
- Disability insurance
Client Relationship Consultant 3 (Banker) - Lake Forest El Toro, CA
U.S. Bank National Association —Lake Forest, CA
- $22.69 - $33.26 an hour
- Full-time
- Mid-level
- Office
- High school diploma or GED
- Paid holidays
- Disability insurance
1d
Client Relationship Consultant 2 ( Banker) - Dana Point Lighthouse, CA
U.S. Bank National Association —Dana Point, CA
- $20.00 - $28.35 an hour
- Full-time
- Mid-level
- Office
- High school diploma or GED
- Paid holidays
- Disability insurance
1d
Client Relationship Consultant 2 (Banker) - Corona Magnolia - Corona, CA (30hrs)
U.S. Bank National Association —Corona, CA
- $20.00 - $26.50 an hour
- Full-time
- Mid-level
- Office
- High school diploma or GED
- Paid holidays
- Disability insurance

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Client Relationship Consultant 4 (Banker) - Newport Mesa, CA

U.S. Bank National Association -
Costa Mesa, CA

Apply Now

Job Details

Full-time
$25.77 - $37.76 an hour

Benefits

Paid holidays
Disability insurance
Health insurance
Dental insurance
401(k)
Adoption assistance
Parental leave
Vision insurance
Life insurance

Qualifications

MLO License
Customer communication
High school diploma or GED

Full Job Description

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.

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.

Builds and fosters relationships with clients through proactive outreach and follow up, asking questions and learning about their financial needs, and banking channel preferences. 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 to assist with meeting their financial needs. Leverages available resources and technologies to optimize the client experience and serve our clients with operational excellence and accuracy.

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
Typically has five or more years of job-related, retail banking experience or a combination of experience and commensurate training

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
Advanced 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

#BranchCA

Location expectations

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

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.

Benefits:

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.

E-Verify

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.

The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $30.90 - 37.76

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.

Applicants 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.

Posting may be closed earlier due to high volume of applicants.

Apply Now

Refine Your Search

banking consultant jobs in irvine, ca

Client Relationship Consultant 4 (Banker) - Newport Mesa, CA

Agentic Commerce Senior Manager | Banking

Business Loan Consultant

Technology Leasing Sales Support Consultant

Mortgage Financing Advisor (Pulte Mortgage)

Client Relationship Consultant - (Banker - Multiple Levels 30-40 hours), Central Orange County, CA

Consumer Loan Consultant

Client Relationship Consultant 4 (Banker) - Westpark, Irvine, CA

Client Relationship Consultant (Banker) - Multiple Levels (30-40 Hrs), North Orange County, CA

Personal Loan Consultant

Customer Service Representative (Loan Consultant II - CA)

Client Relationship Consultant 4 (Banker) - Anaheim, CA

Client Relationship Consultant 3 (Banker) - Mission Viejo, CA (36 hrs)

Client Relationship Consultant 2 (Banker) - Huntington Beach Brookhurst, CA (30hrs)

Client Relationship Consultant 4 (Banker) - Los Alamitos, CA

Senior Home Lending Advisor, South Orange County, CA

Client Relationship Consultant (Banker) - Multiple Levels

Client Relationship Consultant 3 (Banker) - Lake Forest El Toro, CA

Client Relationship Consultant 2 ( Banker) - Dana Point Lighthouse, CA

Client Relationship Consultant 2 (Banker) - Corona Magnolia - Corona, CA (30hrs)

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