Client Relationship Consultant 3 (Banker) – Clackamas Sunnyside, OR

U.S. Bancorp
Oregon
Workplace: OnsiteFull time25.49 - 31.15Function: Customer Success & Account ManagementExperience: 4-5 yearsEducation: high_schoolSkills: ["Customer service","Interpersonal skills","Relationship-building","Communication","Proactive problem-solving"]

Build trusted relationships with retail banking customers by engaging them in person, by appointment, and virtually. Assess customer banking needs, gather and process account information, and educate customers on deposit/loan products and self-service digital tools. Provide an excellent client experience through proactive outreach, account openings, service requests, and credit applications, while partnering with branch teams to deliver operational accuracy and excellence.

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

Client Relationship Consultant 3 (Banker) – Clackamas Sunnyside, OR

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 22 days agoStatus: Live

Job Summary

Build trusted relationships with retail banking customers by engaging them in person, by appointment, and virtually. Assess customer banking needs, gather and process account information, and educate customers on deposit/loan products and self-service digital tools. Provide an excellent client experience through proactive outreach, account openings, service requests, and credit applications, while partnering with branch teams to deliver operational accuracy and excellence.
Location: Oregon
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Build and foster relationships with clients through proactive outreach, follow up, and adapting to a digital-first mindset.
  • •Assess customer banking needs, obtain and process customer and account information, and recommend appropriate deposit and loan solutions.
  • •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 and self-service digital products.

Pay and Benefits

Salary: 25.49 - 31.15
Equity and Bonus:Equity
Perks:Health InsuranceDentalVision401kParental Leave

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).
  • •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 retail products and services and applicable bank/branch policies, procedures, and support systems.
Experience:4-5 yearsRetail bankingFinancial services
Education:High School
Skills:Customer serviceInterpersonal skillsRelationship-buildingCommunicationProactive problem-solving
Licenses:NMLS registrationSAFE Act of 2008Regulation Z

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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