Client Relationship Consultant 4 (Banker) – Stadium - Portland, OR

U.S. Bancorp
United States
Workplace: OnsiteFull timeFunction: Customer Success & Account ManagementExperience: 5+ yearsEducation: high_schoolSkills: ["Proactive outreach","Relationship building","Client communication","Customer service","Recommendation skills","Digital-first mindset"]

Build and foster client relationships by proactively reaching out, following up, and engaging customers in-person, by appointment, and virtually. Assess customer banking needs to recommend deposit and loan products, open consumer and business accounts, process basic transactions, and complete service requests. Maintain strong knowledge of retail and digital banking offerings while providing an optimal client experience and educating clients on emerging self-service digital tools.

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FursaFursa
U.S. Bancorp
U.S. Bancorp
3 days ago

Client Relationship Consultant 4 (Banker) – Stadium - Portland, OR

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Source: Company careers pageValidated by: Fursa AI
Last checked: 21 hours agoStatus: Live

Job Summary

Build and foster client relationships by proactively reaching out, following up, and engaging customers in-person, by appointment, and virtually. Assess customer banking needs to recommend deposit and loan products, open consumer and business accounts, process basic transactions, and complete service requests. Maintain strong knowledge of retail and digital banking offerings while providing an optimal client experience and educating clients on emerging self-service digital tools.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Build and foster client relationships through proactive outreach and follow up using in-person, by appointment, and virtual engagement.
  • •Assess and attend to customers’ banking needs to provide recommendations for deposit and loan products and services based on customer goals.
  • •Provide an optimal client experience, including greeting clients and processing basic transactions.
  • •Open new consumer and business accounts, complete service requests, and submit credit applications.
  • •Proactively educate clients on emerging and self-service digital products and services to support their financial needs.

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid LeaveAdoption Assistance

Key Requirements

  • •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).
  • •Proven ability to build and foster relationships with clients through proactive outreach and follow up.
  • •Thorough knowledge of retail products and services, including digital products and services.
  • •Proven customer service and interpersonal skills.
Experience:5+ yearsFinancial services industryRetail banking
Education:High School
Skills:Proactive outreachRelationship buildingClient communicationCustomer serviceRecommendation skillsDigital-first mindset
Licenses:National Mortgage Licensing System (NMLS) registrationS.A.F.E. Act of 2008Regulation Z
Languages:EnglishSpanish

Company Brief

U.S. Bancorp
U.S. Bancorp is the parent company of U.S. Bank, providing consumer, business, and institutional banking services including lending, payments, treasury management, wealth management, and merchant solutions across the United States.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Minneapolis, United States
Founded: 1863
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