U.S. Bancorp

4 weeks ago

Client Relationship Consultant 2 (Banker) - Portland (Sandy Boulevard), OR (38hrs)

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 21 hours agoStatus: Live

Job Summary

Build and strengthen client relationships by engaging customers in person, by appointment, and virtually to understand banking needs and preferences. Provide guidance on deposit and loan products, open consumer and business accounts, complete service requests, and submit credit applications. Educate clients on digital and self-service tools, maintain knowledge of banking policies and systems, and collaborate with branch teams to deliver an accurate, high-quality client experience. NMLS registration under the SAFE Act and Regulation Z is required.

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Customer Success & Account Management

Seniority: Mid level

Key Responsibilities

•Engage clients through multiple channels (in-person, by appointment, and virtually) to assess banking needs and preferences.
•Educate and recommend deposit and loan products and services based on clients’ goals, providing an optimal client experience.
•Proactively follow up with clients and support accurate processing of basic transactions and service requests.
•Open new consumer and business accounts and submit credit applications.
•Educate clients on emerging and self-service digital products to support their financial needs, using available resources and technologies for operational excellence.

Pay and Benefits

Salary: 21.68 - 26.5 hourly

Perks:Health InsuranceDentalVisionLife InsuranceLong-term DisabilityParental Leave401kRetirementPaid LeavePaid HolidaysAdoption Assistance

Key Requirements

•High school diploma or equivalent.
•Typically 3 to 4 years of job-related retail banking experience, or a combination of experience and commensurate training.
•Ability to build and foster client relationships through proactive outreach and follow up.
•Ability to effectively engage and communicate with clients and demonstrate strong customer service and interpersonal skills.
•Experience using and demonstrating digital products and self-service technologies (financial services industry experience preferred).

Experience:3-4 yearsRetail bankingFinancial services

Education:High School

Skills:Relationship buildingCustomer serviceInterpersonal skillsCommunicationAdvising/recommendations

Licenses: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

Glassdoor: 3.8

Website LinkedIn Glassdoor

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U.S. Bancorp

4 weeks ago

Client Relationship Consultant 2 (Banker) - Portland (Sandy Boulevard), OR (38hrs)

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 21 hours agoStatus: Live

Job Summary

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Customer Success & Account Management

Seniority: Mid level

Key Responsibilities

•Engage clients through multiple channels (in-person, by appointment, and virtually) to assess banking needs and preferences.
•Educate and recommend deposit and loan products and services based on clients’ goals, providing an optimal client experience.
•Proactively follow up with clients and support accurate processing of basic transactions and service requests.
•Open new consumer and business accounts and submit credit applications.
•Educate clients on emerging and self-service digital products to support their financial needs, using available resources and technologies for operational excellence.

Pay and Benefits

Salary: 21.68 - 26.5 hourly

Perks:Health InsuranceDentalVisionLife InsuranceLong-term DisabilityParental Leave401kRetirementPaid LeavePaid HolidaysAdoption Assistance

Key Requirements

•High school diploma or equivalent.
•Typically 3 to 4 years of job-related retail banking experience, or a combination of experience and commensurate training.
•Ability to build and foster client relationships through proactive outreach and follow up.
•Ability to effectively engage and communicate with clients and demonstrate strong customer service and interpersonal skills.
•Experience using and demonstrating digital products and self-service technologies (financial services industry experience preferred).

Experience:3-4 yearsRetail bankingFinancial services

Education:High School

Skills:Relationship buildingCustomer serviceInterpersonal skillsCommunicationAdvising/recommendations

Licenses:NMLS registration

Company Brief

U.S. Bancorp

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

Glassdoor: 3.8

Website LinkedIn Glassdoor