Client Relationship Consultant 2 (Banker) - Medford, OR

U.S. Bancorp
Oregon
Workplace: OnsiteFull timeUSD 20.25 - 24.75Function: Customer Success & Account ManagementExperience: 3-4 yearsEducation: high_schoolSkills: ["Proactive outreach","Customer service","Interpersonal skills","Communication","Relationship building"]

Build strong relationships with consumers and business customers by engaging in-person, by appointment, and virtually. Assess customer needs, gather and process account information, educate clients on deposit and loan products, and recommend solutions aligned to goals. Provide an excellent client experience, process basic transactions, open new accounts, complete service requests, and submit credit applications. Use a digital-first mindset to guide customers to emerging self-service products and technologies while partnering with branch teams to improve outcomes.

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

Client Relationship Consultant 2 (Banker) - Medford, OR

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 25 days agoStatus: Live

Job Summary

Build strong relationships with consumers and business customers by engaging in-person, by appointment, and virtually. Assess customer needs, gather and process account information, educate clients on deposit and loan products, and recommend solutions aligned to goals. Provide an excellent client experience, process basic transactions, open new accounts, complete service requests, and submit credit applications. Use a digital-first mindset to guide customers to emerging self-service products and technologies while partnering with branch teams to improve outcomes.
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 across channels (in-person, by appointment, virtually).
  • •Assess customer banking needs, obtain and process customer and account information, and recommend solutions based on goals.
  • •Maintain knowledge of consumer and business banking products and services, including digital products and services.
  • •Provide an optimal client experience by greeting clients, processing basic transactions, and collaborating with branch team members and partners.
  • •Open new consumer and business accounts, complete service requests, submit credit applications, and educate clients on emerging self-service digital products.

Pay and Benefits

Salary: USD 20.25 - 24.75
Perks:Health InsuranceDentalVision401kPaid LeaveParental Leave

Key Requirements

  • •High school diploma or equivalent.
  • •Typically has a minimum of three to four years of job-related retail banking experience or a combination of experience and commensurate training.
  • •Demonstrated customer service and interpersonal skills with ability to build and foster relationships through proactive outreach and follow up.
  • •Ability to effectively engage and communicate with clients and apply knowledge of applicable bank and branch policies, procedures, and support systems.
  • •Experience using and demonstrating digital products and self-service technologies, with a digital-first mindset.
Experience:3-4 yearsRetail bankingFinancial services
Education:High School
Skills:Proactive outreachCustomer serviceInterpersonal skillsCommunicationRelationship 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
Glassdoor
Glassdoor: 3.8
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