Client Relationship Consultant 2 (Banker) – South Salem, OR (25 hrs)

U.S. Bancorp
United States
Workplace: OnsitePart timeUSD 20.25 - 24.75 hourlyFunction: Customer Success & Account ManagementExperience: 3-4 yearsEducation: high_schoolSkills: ["Customer service","Interpersonal skills","Proactive communication","Relationship building","Recommendation judgment"]

Build and foster client relationships by proactively reaching out, understanding financial needs, and providing trusted guidance through in-person, appointment, and virtual channels. Maintain knowledge of consumer and business banking products, educate customers on deposit/loan options and digital self-service tools, and deliver an optimal client experience while processing transactions, opening accounts, and submitting credit applications. Partner with branch teams to serve clients with operational accuracy.

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FursaFursa
U.S. Bancorp
U.S. Bancorp
3 hours ago

Client Relationship Consultant 2 (Banker) – South Salem, OR (25 hrs)

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 3 hours agoStatus: Live

Job Summary

Build and foster client relationships by proactively reaching out, understanding financial needs, and providing trusted guidance through in-person, appointment, and virtual channels. Maintain knowledge of consumer and business banking products, educate customers on deposit/loan options and digital self-service tools, and deliver an optimal client experience while processing transactions, opening accounts, and submitting credit applications. Partner with branch teams to serve clients with operational accuracy.
Location: United States
Workplace: Onsite
Employment Type: Part time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Build and foster relationships through proactive outreach and follow up, asking questions to understand financial needs and channel preferences.
  • •Identify solutions for new and existing clients by engaging and communicating effectively and making appropriate recommendations.
  • •Maintain working knowledge of consumer and business banking products and services, including digital products and services.
  • •Provide a consistent 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 digital products.

Pay and Benefits

Salary: USD 20.25 - 24.75 hourly
Perks:Health InsuranceDentalVisionLife InsuranceDisability Insurance401kPaid LeaveParental LeavePaid HolidaysAdoption AssistanceRetirement

Key Requirements

  • •High school diploma or equivalent.
  • •Typically 3 to 4 years of job-related retail banking experience or a combination of experience and training.
  • •Ability to build and foster client relationships through proactive outreach and follow up.
  • •Ability to effectively engage and communicate with clients and provide customer service and interpersonal skills.
  • •This position requires NMLS registration under the S.A.F.E. Act of 2008 and Regulation Z, including completion of required background and credit checks.
Experience:3-4 yearsFinancial servicesRetail banking
Education:High School
Skills:Customer serviceInterpersonal skillsProactive communicationRelationship buildingRecommendation judgment
Licenses:NMLS registrationNMLS
Languages:EnglishSpanish
Tech Stack:Digital productsSelf-service technologies

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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