Client Relationship Consultant 3 (Banker) – Gresham, OR

U.S. Bancorp
United States
Workplace: OnsiteFull timeUSD 25.49 - 31.15Function: SalesExperience: 4-5 yearsEducation: high_schoolSkills: ["Customer service","Interpersonal skills","Proactive outreach","Communication","Recommendation skills"]

Build and maintain strong customer relationships by proactively engaging clients through in-person, by-appointment, and virtual channels. Assess customers’ banking needs, recommend deposit and loan solutions, and open consumer and business accounts while processing service requests and submitting credit applications. Deliver an optimal client experience, educate customers on digital and self-service products, and partner with branch teams to ensure accurate, operational excellence.

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FursaFursa
U.S. Bancorp
U.S. Bancorp
2 days ago

Client Relationship Consultant 3 (Banker) – Gresham, OR

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 20 hours agoStatus: Live

Job Summary

Build and maintain strong customer relationships by proactively engaging clients through in-person, by-appointment, and virtual channels. Assess customers’ banking needs, recommend deposit and loan solutions, and open consumer and business accounts while processing service requests and submitting credit applications. Deliver an optimal client experience, educate customers on digital and self-service products, and partner with branch teams to ensure accurate, operational excellence.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Sales
Seniority: Mid level

Key Responsibilities

  • •Proactively engage and follow up with customers to understand financial needs and channel preferences, adapting to a digital-first mindset
  • •Maintain working knowledge of consumer and business banking products and services, including digital products
  • •Provide consistent client experience by greeting customers and processing basic transactions
  • •Open new consumer and business accounts, complete service requests, and submit credit applications
  • •Educate clients on emerging and self-service digital products and partner with branch team members to serve customers with operational excellence

Pay and Benefits

Salary: USD 25.49 - 31.15
Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid LeavePaid HolidayParental LeaveAdoption Assistance

Key Requirements

  • •High school diploma or equivalent
  • •Typically 4 to 5 years of job-related retail banking experience (or a combination of experience and training)
  • •Ability to complete NMLS registration under the SAFE Act of 2008 and Regulation Z, including required criminal background and credit check
  • •Proven ability to build and foster client relationships through proactive outreach and follow-up
  • •Experience using and demonstrating digital products and self-service technologies; able to make appropriate recommendations aligned to customer needs
Experience:4-5 yearsFinancial servicesRetail banking
Education:High School
Skills:Customer serviceInterpersonal skillsProactive outreachCommunicationRecommendation skills
Certifications:NMLS

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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Glassdoor: 3.8
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