3 days ago

Client Relationship Consultant 3 (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 trusted relationships with consumer and business customers by engaging in-person, by appointment, and virtually while supporting a digital-first mindset. Assess customer banking needs, process information, educate clients on deposit/loan and self-service digital products, and recommend solutions aligned to individual goals. Complete account openings and service requests, submit credit applications, and partner with branch teams to deliver accurate, high-quality client experiences—working five days per week onsite.

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Customer Success & Account Management

Seniority: Mid level

Key Responsibilities

•Build and foster customer relationships through proactive outreach, follow-up, and effective engagement across channels (in-person, by appointment, and virtually)
•Assess customer needs, obtain and process customer/account information, and educate customers on deposit and loan products and services
•Recommend solutions that align to customer goals using a digital-first approach, including demonstrating self-service digital products
•Provide an optimal client experience by greeting customers and processing basic transactions
•Open new consumer and business accounts, complete service requests, and submit credit applications while partnering with branch team members

Pay and Benefits

Salary: USD 25.49 - 31.15

Perks:Health InsuranceDentalVisionLife InsuranceDisabilityRetirementPaid LeaveAdoption Assistance

Key Requirements

•High school diploma or equivalent
•Typically 4 to 5 years of job-related retail banking experience (or equivalent combination of experience and training)
•Ability to build and foster customer relationships through proactive outreach and follow-up
•Thorough knowledge of applicable bank and branch policies, procedures, and support systems
•Proven customer service and interpersonal skills

Experience:4+ yearsRetail bankingFinancial services

Education:High School

Skills:Customer serviceInterpersonal skillsProactive outreachCommunicationRelationship building

Certifications:NMLS registration

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

3 days ago

Client Relationship Consultant 3 (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 customer relationships through proactive outreach, follow-up, and effective engagement across channels (in-person, by appointment, and virtually)
•Assess customer needs, obtain and process customer/account information, and educate customers on deposit and loan products and services
•Recommend solutions that align to customer goals using a digital-first approach, including demonstrating self-service digital products
•Provide an optimal client experience by greeting customers and processing basic transactions
•Open new consumer and business accounts, complete service requests, and submit credit applications while partnering with branch team members

Pay and Benefits

Salary: USD 25.49 - 31.15

Perks:Health InsuranceDentalVisionLife InsuranceDisabilityRetirementPaid LeaveAdoption Assistance

Key Requirements

•High school diploma or equivalent
•Typically 4 to 5 years of job-related retail banking experience (or equivalent combination of experience and training)
•Ability to build and foster customer relationships through proactive outreach and follow-up
•Thorough knowledge of applicable bank and branch policies, procedures, and support systems
•Proven customer service and interpersonal skills

Experience:4+ yearsRetail bankingFinancial services

Education:High School

Skills:Customer serviceInterpersonal skillsProactive outreachCommunicationRelationship building

Certifications:NMLS registration

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