At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed.

We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.

S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career.

Try new things, learn new skills and discover what you excel at all from Day One.

Job Description

Location : 11521 SE Sunnyside Rd, Clackamas, OR 97015

Branches included in coverage area includes but is not limited to :

OR-Clackamas Sunnyside

OR-181st & Glisan

OR-82nd & Causey

OR-Bybee - Milwaukie

OR-Cherry Park Market Center

OR-Eastport

OR-Estacada

OR-Gresham

OR-Hilltop

OR-Oak Grove

OR-Sandy

OR-West Linn Willamette Vill

Client Relationship Consultants build relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually to provide the best possible counsel while adapting a digital first mindset.

Strong client relationships are based on trust, assessing and attending to customers’ banking needs, obtaining and processing customer and account information, demonstrating and educating clients on available deposit and loan products and services, and recommending solutions based on each customer’s unique goals and needs.

Builds and fosters relationships with clients through proactive outreach and follow up, asking questions and learning about their financial needs, and banking channel preferences.

Identifies solutions for new and existing clients based on their needs by effectively engaging and communicating with clients.

Maintains a working knowledge of consumer and business banking products and services including digital products and services.

Provides a consistent optimal client experience, including greeting clients and processing basic transactions. Develops collaborative partnerships with branch team members and partners to best serve clients.

Opens new consumer and business accounts, completes service requests and submits credit applications. Proactively educates clients on emerging and self-service digital products and services to assist with meeting their financial needs.

Leverages available resources and technologies to optimize the client experience and serve our clients with operational excellence and accuracy.

This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z.

You will be subject to the required registration process, which includes a criminal background and credit check. Failure to meet or maintain any of the NMLS registration requirements, including maintaining a satisfactory criminal and credit record, may result in a rescission of your offer or termination of employment.

Basic Qualifications

High school diploma or equivalent

Typically has five or more years of job-related, retail banking experience or a combination of experience and commensurate training

Preferred Skills / Experience

Proven ability to build and foster relationships with clients through proactive outreach and follow up

Ability to effectively engage and communicate with clients

Advanced knowledge of applicable bank and branch policies, procedures and support systems

Thorough knowledge of all retail products and services

Proven customer service and interpersonal skills

Experience in participating in sales campaigns / promotions

Experience with using and demonstrating digital products and self-service technologies

Ability to explore and identify a customer’s true needs while leveraging a digital first mindset

Demonstrated advanced level of proficiency in making appropriate recommendations that meet customer’s needs both reactively and proactively

Experience in the financial services industry preferred

Benefits :

Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work.

That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind.

Our benefits include the following (some may vary based on role, location or hours) :

Healthcare (medical, dental, vision)

Basic term and optional term life insurance

Short-term and long-term disability

Pregnancy disability and parental leave

401(k) and employer-funded retirement plan

Paid vacation (from two to five weeks depending on salary grade and tenure)

Up to 11 paid holiday opportunities

Adoption assistance

Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

Last updated : 2024-04-23