Client Relationship Consultant 2 (Banker) - Grants Pass, OR (29hrs)

U.S. Bancorp
Oregon
Workplace: OnsitePart timeUSD 20 - 23 hourlyFunction: Customer Success & Account ManagementExperience: 3-4 yearsEducation: high_schoolSkills: ["Customer service","Interpersonal skills","Relationship building","Communication"]

Build lasting relationships with customers by engaging them in person, by appointment, and virtually with a digital-first mindset. Assess banking needs, gather and process account information, and educate customers on deposit and loan products, including self-service digital tools. Provide an optimal client experience through proactive outreach, referrals and support with branch partners, account opening, and service requests, including submitting credit applications. Maintain knowledge of relevant bank policies and product offerings.

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

Client Relationship Consultant 2 (Banker) - Grants Pass, OR (29hrs)

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

Job Summary

Build lasting relationships with customers by engaging them in person, by appointment, and virtually with a digital-first mindset. Assess banking needs, gather and process account information, and educate customers on deposit and loan products, including self-service digital tools. Provide an optimal client experience through proactive outreach, referrals and support with branch partners, account opening, and service requests, including submitting credit applications. Maintain knowledge of relevant bank policies and product offerings.
Location: Oregon
Workplace: Onsite
Employment Type: Part time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Build and foster client relationships through proactive outreach and follow-up across multiple channels.
  • •Assess customer banking needs and recommend deposit and loan solutions based on customer goals.
  • •Maintain working knowledge of consumer and business banking products, including digital products and services.
  • •Provide an optimal client experience by greeting clients, processing basic transactions, and completing service requests.
  • •Open new consumer and business accounts and submit credit applications as needed.

Pay and Benefits

Salary: USD 20 - 23 hourly
Perks:Health InsuranceDentalVisionLife Insurance401k

Key Requirements

  • •High school diploma or equivalent.
  • •Typically 3 to 4 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.
  • •Effective ability to engage and communicate with clients.
  • •Experience using and demonstrating digital products and self-service technologies.
Experience:3-4 yearsFinancial services
Education:High School
Skills:Customer serviceInterpersonal skillsRelationship buildingCommunication
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
Glassdoor: 3.8
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