Client Relationship Consultant 2 (Banker) - North Medford, OR

U.S. Bancorp
United States
Workplace: OnsiteFull timeUSD 20.25 - 24.75 hourlyFunction: Customer Success & Account ManagementEducation: high_schoolSkills: ["Proactive relationship building","Customer service","Interpersonal skills","Communication","Recommendations"]

Build and deepen client relationships by engaging customers in person, by appointment, and virtually to understand their financial needs. Provide guidance on consumer and business banking products, digital and self-service tools, and account services. Proactively follow up, recommend solutions aligned to customer goals, process transactions and service requests, open new accounts, and submit credit applications while delivering an accurate, high-quality client experience.

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FursaFursa
U.S. Bancorp
U.S. Bancorp
4 days ago

Client Relationship Consultant 2 (Banker) - North Medford, OR

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Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 4 hours agoStatus: Live

Job Summary

Build and deepen client relationships by engaging customers in person, by appointment, and virtually to understand their financial needs. Provide guidance on consumer and business banking products, digital and self-service tools, and account services. Proactively follow up, recommend solutions aligned to customer goals, process transactions and service requests, open new accounts, and submit credit applications while delivering an accurate, high-quality client experience.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Proactively reach out to customers, ask questions, and identify banking needs and channel preferences.
  • •Recommend solutions for new and existing clients based on their unique goals and maintain knowledge of banking products, including digital offerings.
  • •Provide an optimal client experience by greeting customers, processing basic transactions, and completing service requests.
  • •Open new consumer and business accounts, submit credit applications, and support branch partners to serve clients effectively.
  • •Educate clients on emerging self-service and digital products to help meet their financial needs with operational excellence and accuracy.

Pay and Benefits

Salary: USD 20.25 - 24.75 hourly
Perks:Health InsuranceDentalVisionLife InsuranceLong-term Disability401kPaid LeaveParental LeaveAdoption Assistance

Key Requirements

  • •High school diploma or equivalent.
  • •Typically 3-4 years of job-related retail banking experience, or a combination of experience and commensurate training.
  • •Ability to build and foster relationships through proactive outreach and follow-up.
  • •Effective communication and client engagement skills.
  • •Must be able to complete and maintain NMLS registration requirements under the S.A.F.E. Act of 2008 and Regulation Z, including background and credit checks.
Experience:Retail bankingFinancial services
Education:High School
Skills:Proactive relationship buildingCustomer serviceInterpersonal skillsCommunicationRecommendations
Certifications:NMLS registration

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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