Client Relationship Consultant 2 (Banker) - Medford (Barnett & Phoenix Albertsons), OR

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

Build and maintain trusted relationships with consumer and business customers through in-person, appointment, and virtual channels. Assess banking needs, gather and process account information, and recommend deposit and loan solutions aligned to customer goals. Provide an excellent client experience by greeting clients, processing basic transactions, and educating customers on digital and self-service products. Coordinate with branch teams to open accounts, complete service requests, and support credit application processes while ensuring accuracy and operational excellence.

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

Client Relationship Consultant 2 (Banker) - Medford (Barnett & Phoenix Albertsons), OR

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

Job Summary

Build and maintain trusted relationships with consumer and business customers through in-person, appointment, and virtual channels. Assess banking needs, gather and process account information, and recommend deposit and loan solutions aligned to customer goals. Provide an excellent client experience by greeting clients, processing basic transactions, and educating customers on digital and self-service products. Coordinate with branch teams to open accounts, complete service requests, and support credit application processes while ensuring accuracy and operational excellence.
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, follow up, and question-driven discovery of financial needs.
  • •Identify solutions for new and existing clients by engaging and communicating effectively with clients.
  • •Maintain knowledge of consumer and business banking products, including digital products and services.
  • •Provide consistent client experience, including greeting clients and processing basic transactions.
  • •Open new consumer and business accounts, complete service requests, and submit credit applications while educating customers on digital and self-service options.

Pay and Benefits

Salary: USD 20.25 - 24.75
Perks:Health InsuranceDentalVisionLife InsuranceDisability401kRetirementPaid LeavePaid HolidaysAdoption AssistanceParental Leave

Key Requirements

  • •High school diploma or equivalent.
  • •Typically 3 to 4 years of job-related 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 yearsFinancial services
Education:High School
Skills:Relationship buildingProactive outreachEffective communicationCustomer serviceInterpersonal skills
Licenses:NMLS registrationRegulation 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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