Client Relationship Consultant 3 (Banker) - Bend (Third & Reed Market), OR (35hrs)

U.S. Bancorp
Oregon
Workplace: OnsiteFull timeUSD 23.75 - 29.03Function: Customer Success & Account ManagementExperience: 4-5 yearsEducation: high_schoolSkills: ["Customer service","Interpersonal skills","Communication"]

Build strong client relationships by proactively reaching out and engaging customers in person, by appointment, and virtually. Assess client banking needs, recommend deposit and loan products, educate customers on digital and self-service options, and ensure an excellent client experience. Open new consumer and business accounts, complete service requests, and submit credit applications while collaborating with branch teams using operational resources and technologies.

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

Client Relationship Consultant 3 (Banker) - Bend (Third & Reed Market), OR (35hrs)

✓ 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 strong client relationships by proactively reaching out and engaging customers in person, by appointment, and virtually. Assess client banking needs, recommend deposit and loan products, educate customers on digital and self-service options, and ensure an excellent client experience. Open new consumer and business accounts, complete service requests, and submit credit applications while collaborating with branch teams using operational resources and technologies.
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 in-person, by-appointment, and virtual channels.
  • •Assess customer needs, obtain and process account and customer information, and recommend appropriate deposit and loan products.
  • •Provide an optimal client experience, including greeting clients and processing basic transactions.
  • •Educate clients on emerging and self-service digital products and services using a digital-first mindset.
  • •Open new consumer and business accounts, complete service requests, and submit credit applications while partnering with branch team members.

Pay and Benefits

Salary: USD 23.75 - 29.03
Perks:Health InsuranceDentalVisionLife InsuranceDisabilityParental Leave401kRetirementPaid LeavePaid HolidaysAdoption Assistance

Key Requirements

  • •High school diploma or equivalent.
  • •Typically 4–5 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 banking products and services, including digital products and self-service technologies.
Experience:4-5 yearsRetail bankingFinancial services
Education:High School
Skills:Customer serviceInterpersonal skillsCommunication
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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