Client Relationship Consultant 2 (Banker) - La Pine, OR (32 hrs)

U.S. Bancorp
United States
Workplace: OnsiteFull timeUSD 20.25 - 24.75Function: Customer Success & Account ManagementExperience: 3-4 yearsEducation: high_schoolSkills: ["Customer service","Interpersonal skills","Relationship building","Communication","Recommendations"]

Build lasting relationships with consumer and business customers by proactively reaching out, understanding their needs, and delivering guidance through in-person, appointment, and virtual channels. Maintain strong knowledge of banking products (including digital/self-service), process basic transactions, open accounts, complete service requests, and submit credit applications. Partner with branch teams to improve the client experience while meeting NMLS and Regulation Z requirements.

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FursaFursa
U.S. Bancorp
U.S. Bancorp
1 day ago

Client Relationship Consultant 2 (Banker) - La Pine, OR (32 hrs)

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 6 hours agoStatus: Live

Job Summary

Build lasting relationships with consumer and business customers by proactively reaching out, understanding their needs, and delivering guidance through in-person, appointment, and virtual channels. Maintain strong knowledge of banking products (including digital/self-service), process basic transactions, open accounts, complete service requests, and submit credit applications. Partner with branch teams to improve the client experience while meeting NMLS and Regulation Z requirements.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Engage customers via in-person, by-appointment, and virtual channels to provide banking counsel.
  • •Assess customer banking needs and recommend deposit and loan solutions aligned to customer goals.
  • •Maintain knowledge of consumer and business banking products and services, including digital products and services.
  • •Provide an optimal client experience by greeting clients and processing basic transactions.
  • •Open new consumer and business accounts, complete service requests, submit credit applications, and educate clients on emerging and self-service digital products.

Pay and Benefits

Salary: USD 20.25 - 24.75
Perks:Health Insurance401kLife InsuranceDisabilityParental LeavePaid LeavePaid Holiday

Key Requirements

  • •High school diploma or equivalent.
  • •Minimum three to four years of job-related retail banking experience or a combination of experience and commensurate training.
  • •Build and foster relationships with clients through proactive outreach and follow up.
  • •Effectively engage and communicate with clients.
  • •Complete required NMLS registration under the S.A.F.E. Act of 2008 and Regulation Z, including criminal background and credit check.
Experience:3-4 yearsFinancial servicesRetail banking
Education:High School
Skills:Customer serviceInterpersonal skillsRelationship buildingCommunicationRecommendations
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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