Client Relationship Consultant 2 (Banker) – 181st & Glisan – Gresham, OR

U.S. Bancorp
United States
Workplace: OnsiteFull timeUSD 21.68 - 26.5 hourlyFunction: Customer Success & Account ManagementExperience: 3-4 yearsEducation: high_schoolSkills: ["Relationship building","Customer service","Interpersonal skills","Communication","Recommendation making"]

Build trusted relationships with retail banking customers through proactive outreach, follow-up, and multi-channel engagement (in-person, by appointment, and virtually). Assess customer banking needs, gather account information, and educate customers on deposit and loan products, including digital and self-service tools. Provide an optimal branch client experience, open accounts, complete service requests, and submit credit applications while partnering with branch teams to ensure operational accuracy.

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FursaFursa
U.S. Bancorp
U.S. Bancorp
1 month ago

Client Relationship Consultant 2 (Banker) – 181st & Glisan – Gresham, OR

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Source: Company careers pageValidated by: Fursa AI
Last checked: 17 days agoStatus: Live

Job Summary

Build trusted relationships with retail banking customers through proactive outreach, follow-up, and multi-channel engagement (in-person, by appointment, and virtually). Assess customer banking needs, gather account information, and educate customers on deposit and loan products, including digital and self-service tools. Provide an optimal branch client experience, open accounts, complete service requests, and submit credit applications while partnering with branch teams to ensure operational accuracy.
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 via proactive outreach and follow up, identifying banking needs and channel preferences.
  • •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, and submit credit applications.
  • •Proactively educate clients on emerging and self-service digital products to help meet their financial needs.

Pay and Benefits

Salary: USD 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 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.
  • •Ability to effectively engage and communicate with clients.
  • •Experience using and demonstrating digital products and self-service technologies.
Experience:3-4 yearsRetail bankingFinancial services
Education:High School
Skills:Relationship buildingCustomer serviceInterpersonal skillsCommunicationRecommendation making
Licenses:NMLS registrationS.A.F.E. ActRegulation 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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