Client Relationship Consultant 2 (Banker) - OR-Newberg

U.S. Bancorp
United States
Workplace: OnsiteFull timeUSD 21.68 - 26.5 hourlyFunction: Customer Success & Account ManagementEducation: high_schoolSkills: ["Customer service","Interpersonal skills","Proactive outreach","Recommendation skills","Relationship building"]

Build and foster trusted relationships with retail and business banking customers through proactive outreach and follow-up across in-person, appointment, and virtual channels. Assess customers’ banking needs, obtain and process account information, recommend deposit and loan solutions, and provide an optimal client experience while processing basic transactions. Educate clients on digital and self-service products, complete service requests, and submit credit applications using operational tools and resources.

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FursaFursa
U.S. Bancorp
U.S. Bancorp
2 months ago

Client Relationship Consultant 2 (Banker) - OR-Newberg

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Source: Company careers pageValidated by: Fursa AI
Last checked: 23 days agoStatus: Live

Job Summary

Build and foster trusted relationships with retail and business banking customers through proactive outreach and follow-up across in-person, appointment, and virtual channels. Assess customers’ banking needs, obtain and process account information, recommend deposit and loan solutions, and provide an optimal client experience while processing basic transactions. Educate clients on digital and self-service products, complete service requests, and submit credit applications using operational tools and resources.
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 by engaging customers via in-person, by-appointment, and virtual channels.
  • •Assess customers’ banking needs, obtain and process information, and recommend deposit and loan solutions aligned to goals.
  • •Maintain working knowledge of consumer and business banking products and digital/self-service offerings and educate clients on them.
  • •Provide an optimal client experience, including greeting clients and processing basic transactions and service requests.
  • •Open new consumer and business accounts and submit credit applications, partnering with branch team members and using available resources to optimize the client experience.

Pay and Benefits

Salary: USD 21.68 - 26.5 hourly
Perks:Health InsuranceDentalVisionLife InsuranceDisability InsuranceParental Leave401kPaid 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.
  • •Ability to build and foster client relationships through proactive outreach, follow-up, and effective communication.
  • •Thorough knowledge of applicable bank/branch policies, procedures, and support systems, plus retail products and services.
  • •Proven customer service and interpersonal skills, with experience participating in sales campaigns/promotions and/or demonstrating digital products and self-service technologies.
Experience:Retail bankingFinancial services
Education:High School
Skills:Customer serviceInterpersonal skillsProactive outreachRecommendation skillsRelationship building
Certifications:NMLS registration
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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