Client Relationship Consultant 2 (Banker) – Cedar Mill / Bethany Neighborhood - Portland, OR (25 hrs)
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.
About the role
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. This role is part-time (25 hours per week) and based at 12550 NW Cornell Rd, Portland, OR 97229.
Responsibilities
- Build and foster strong client relationships based on trust, assessing and attending to customers’ banking needs.
- Obtain and process customer and account information.
- Demonstrate and educate clients on available deposit and loan products and services.
- Recommend solutions based on each customer’s unique goals and needs.
- Engage in proactive outreach and follow-up to learn about clients’ financial needs and banking channel preferences.
- Identify solutions for new and existing clients through effective communication.
- Maintain working knowledge of consumer and business banking products and services, including digital products.
- Provide a consistent, optimal client experience, including greeting clients and processing basic transactions.
- Develop collaborative partnerships with branch team members and partners to best serve clients.
- Open new consumer and business accounts, complete service requests, and submit credit applications.
- Proactively educate clients on emerging and self-service digital products and services.
- Leverage available resources and technologies to optimize the client experience with operational excellence and accuracy.
Requirements
- High school diploma or equivalent.
- Minimum three to four years of job-related retail banking experience or a combination of experience and training.
- National Mortgage Licensing System (NMLS) registration under the S.A.F.E. Act of 2008 and Regulation Z (includes criminal background and credit check).
- Must work from a U.S. Bank location.
Skills
- Proven ability to build and foster client relationships through proactive outreach and follow-up.
- Effective engagement and communication with clients.
- Advanced knowledge of bank and branch policies, procedures, and support systems.
- Thorough knowledge of all retail products and services.
- Strong customer service and interpersonal skills.
- Experience participating in sales campaigns or promotions.
- Experience 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.
- Advanced proficiency in making appropriate recommendations that meet customer needs both reactively and proactively.
- Experience in the financial services industry preferred.
- Bilingual English in Hindi or Punjabi encouraged to apply.
Benefits
- 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.
Pay
The salary range for this role is $21.68 - $26.50 per hour, based on the primary location. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase, and 401(k) contribution and pension (all benefits are subject to eligibility requirements).
Schedule
Part-time, 25 hours per week.