U.S. Bancorp

2 weeks ago

Client Relationship Consultant 2 (Banker) – Burlingame - Portland, OR

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 7 hours agoStatus: Live

Job Summary

Build and grow trusted relationships with customers by engaging them in person, by appointment, and virtually. Assess customer banking needs, gather and process account information, and educate clients on deposit and loan products. Recommend solutions aligned to customers’ goals using a digital-first mindset, provide an excellent branch experience, and open accounts or submit credit applications. Partner with branch teams and leverage tools to deliver accurate, operationally excellent service.

Location: United States

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, and virtually).
•Assess customers’ banking needs, obtain/process account information, and recommend deposit and loan solutions aligned to goals.
•Maintain knowledge of consumer and business banking products and digital/self-service offerings and educate clients on them.
•Provide consistent client experience by greeting clients and processing basic transactions.
•Open new consumer and business accounts, complete service requests, and submit credit applications.

Pay and Benefits

Salary: USD 21.68 - 26.5

Perks:Health InsuranceDentalVisionLife InsuranceLong-term Disability401kPaid LeavePaid HolidaysParental LeaveAdoption Assistance

Key Requirements

•High school diploma or equivalent.
•Typically requires a minimum three to four years of job-related retail banking experience (or equivalent 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 customer service/interpersonal skills.

Experience:3-4 yearsRetail bankingFinancial services

Education:High School

Skills:Relationship buildingCustomer serviceInterpersonal skillsCommunicationRecommendations

Licenses:NMLS registration

Languages:EnglishSpanish

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: 3.8

Website LinkedIn Glassdoor

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U.S. Bancorp

2 weeks ago

Client Relationship Consultant 2 (Banker) – Burlingame - Portland, OR

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 7 hours agoStatus: Live

Job Summary

Location: United States

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, and virtually).
•Assess customers’ banking needs, obtain/process account information, and recommend deposit and loan solutions aligned to goals.
•Maintain knowledge of consumer and business banking products and digital/self-service offerings and educate clients on them.
•Provide consistent client experience by greeting clients and processing basic transactions.
•Open new consumer and business accounts, complete service requests, and submit credit applications.

Pay and Benefits

Salary: USD 21.68 - 26.5

Perks:Health InsuranceDentalVisionLife InsuranceLong-term Disability401kPaid LeavePaid HolidaysParental LeaveAdoption Assistance

Key Requirements

•High school diploma or equivalent.
•Typically requires a minimum three to four years of job-related retail banking experience (or equivalent 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 customer service/interpersonal skills.

Experience:3-4 yearsRetail bankingFinancial services

Education:High School

Skills:Relationship buildingCustomer serviceInterpersonal skillsCommunicationRecommendations

Licenses:NMLS registration

Languages:EnglishSpanish

Tech Stack:Digital productsSelf-service technologies

Company Brief

U.S. Bancorp

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: 3.8

Website LinkedIn Glassdoor