U.S. Bank Jobs

Job Information

U.S. Bank Client Relationship Consultant 1 to 4 NMLS - Portland Metro Area, OR (20-40 Hours) in Wilsonville, Oregon

At U.S. Bank, we're passionate about helping customers and the communities where we live and work. The fifth-largest bank in the United States, we’re one of the country's most respected, innovative and successful financial institutions. U.S. Bank is an equal opportunity employer committed to creating a diverse workforce. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.

Job Description

Responsibilities of Client Relationship Consultants are as follows:

  • Build relationships with customers by meeting face to face and engaging them when and where they need to provide the best possible counsel.

  • Assess and attend to customers’ banking needs and obtain and process customer and account information.

  • Educate clients on available deposit and loan products and services.

  • Recommend financial solutions based on each customer’s unique goals and needs.

  • Originate and close consumer loans, and open accounts.

  • Open and/or close the branch.

**This active posting is for Client Relationship Consultants for different levels:

Client Relationship Consultant 1

Client Relationship Consultant 2

Client Relationship Consultant 3

Client Relationship Consultant 4.

**Below are the basic qualifications and preferred experience for each level of the role. Your level of experience will be reviewed and matched to the appropriate job level.

Client Relationship Consultant 1

Basic Qualifications

  • High school diploma or equivalent

  • One to three years of customer service experience

  • One to three years of sales experience

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

  • Basic knowledge of applicable bank and branch policies, procedures and support systems

  • Proven customer service and interpersonal skills

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

  • Experience in the financial services industry preferred

Client Relationship Consultant 2

Basic Qualifications

  • High school diploma or equivalent

  • Three to four years of customer service experience

  • Three to four years of sales experience

Preferred Skills/Experience

  • Thorough knowledge of retail product philosophy, policy, procedures, documentation and systems

  • Thorough knowledge of all retail products and services

  • Proven customer service and interpersonal skills

  • Experience in participating in sales campaigns/promotions

  • Strong mathematical, problem-solving, and negotiation skills

  • Strong verbal and written communication skills

  • Experience in the financial services industry preferred

  • Experience assisting less experienced personnel

Client Relationship Consultant 3

Basic Qualifications

  • High school diploma or equivalent

  • Four to five years of customer service experience

  • Four to five years of sales experience

Preferred Skills/Experience

  • Thorough knowledge of retail product philosophy, policy, procedures, documentation and systems

  • Advanced knowledge of all retail products and services

  • Proven customer service and interpersonal skills

  • Experience in participating in sales campaigns/promotions

  • Strong mathematical, problem-solving, and negotiation skills

  • Strong verbal and written communication skills

  • Experience in the financial services industry preferred

  • Previous supervisory experience preferred

Client Relationship Consultant 4

Basic Qualifications

  • High school diploma or equivalent

  • Five or more years of customer service experience

  • Five or more years of sales experience

Preferred Skills/Experience

  • Advanced knowledge of retail product philosophy, policy, procedures, documentation and systems

  • Advanced knowledge of all retail products and services

  • Proven customer service and interpersonal skills

  • Experience in participating in sales campaigns/promotions

  • Strong mathematical, problem-solving, and negotiation skills

  • Strong verbal and written communication skills

  • Experience in the financial services industry preferred

  • Previous supervisory experience preferred

If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants (https://careers.usbank.com/global/en/disability-accommodations-for-applicants) .

Benefits:

Take care of yourself and your family with U.S. Bank employee benefits. We know that healthy employees are happy employees, and we believe that work/life balance should be easy to achieve. That's why we share the cost of benefits and offer a variety of programs, resources and support you need to bring your full self to work and stay present and committed to the people who matter most - your family.

Learn all about U.S. Bank employee benefits, including tuition reimbursement, retirement plans and more, by visiting careers.usbank.com .

EEO is the Law

Applicants can learn more about the company’s status as an equal opportunity employer by viewing the federal EEO is the Law (https://www.dol.gov/sites/dolgov/files/ofccp/regs/compliance/posters/pdf/eeopost.pdf) poster.

E-Verify

U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program (https://careers.usbank.com/verification-of-eligibility-for-employment) .

Due to legal requirements, U.S. Bank requires that the successful candidate hired for some positions be fully-vaccinated for COVID-19, absent being granted an accommodation due to a medical condition, pregnancy, or sincerely held religious belief or other legally required exemption. For these positions, as part of the conditional offer of employment, the successful candidate will be asked to provide proof of vaccination or approval for an accommodation or exemption upon hire.

U.S. Bank is an equal opportunity employer committed to creating a diverse workforce. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.

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