Client Relationship Consultant 2 (Banker) – Oak Grove - Milwaukie, OR (30 hrs)

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

Build trusted relationships with retail and business customers by proactively reaching out and engaging them in-person, by appointment, and virtually. Assess banking needs, gather and process customer and account information, and recommend deposit and loan solutions aligned to customers’ goals. Provide an excellent client experience, open new accounts, complete service requests, submit credit applications, and educate customers on digital and self-service banking tools. Work onsite five days per week and maintain NMLS registration requirements.

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

Client Relationship Consultant 2 (Banker) – Oak Grove - Milwaukie, OR (30 hrs)

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

Job Summary

Build trusted relationships with retail and business customers by proactively reaching out and engaging them in-person, by appointment, and virtually. Assess banking needs, gather and process customer and account information, and recommend deposit and loan solutions aligned to customers’ goals. Provide an excellent client experience, open new accounts, complete service requests, submit credit applications, and educate customers on digital and self-service banking tools. Work onsite five days per week and maintain NMLS registration requirements.
Location: Oregon
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Build and foster client relationships through proactive outreach and follow-up, learning customers’ needs and preferred banking channels.
  • •Assess needs and recommend solutions by engaging and communicating effectively, while maintaining knowledge of consumer and business banking products.
  • •Provide an optimal client experience, including greeting clients 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, using available resources and technologies to improve service quality and accuracy.

Pay and Benefits

Salary: USD 21.68 - 26.5
Perks:Health InsuranceDentalVisionLife InsuranceDisabilityParental 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.
  • •Proven ability to build and foster client relationships through proactive outreach and follow-up.
  • •Ability to effectively engage and communicate with clients.
  • •Thorough knowledge of applicable bank and branch policies, procedures, and support systems.
Experience:3-4 yearsRetail bankingFinancial services
Education:High School
Skills:Customer serviceInterpersonal skillsRelationship buildingCommunication
Certifications:NMLS
Languages:EnglishSpanishRussian

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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