Client Relationship Advisor — Banking & Loans

U.S. Bank; Bend (OR); On-site; USD 2,790,000 - 4,133,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

Basic term and optional term life保险

Short-term and long-term disability

Pregnancy disability and parentalleave

401(k) and employer-funded retirement

Paid vacation

Up to 11 paid holiday opportunities

Adoption assistance

Sick and Safe Leave

Job summary

U.S. Bank is seeking a Client Relationship Consultant to engage customers face to face, assess banking needs, educate on products, and provide financial solutions. You will originate and close loans, open and close accounts, and support branch activities while upholding regulatory standards.

The role tracks multiple levels based on experience, with a salary range noted in the posting and a requirement for NMLS registration and background checks.

Qualifications

• High school diploma or equivalent.
• Three to four years of customer service experience.
• Three to four years of sales experience.

Responsibilities

• Build relationships with customers by meeting face to face and advising on banking needs.
• Educate clients on deposit and loan products and services and recommend financial solutions.
• Open and/or close accounts and originate consumer loans; handle customer information per policy.

Skills

Customer service

Sales

Interpersonal skills

Verbal communication

Written communication

Negotiation

Financial services knowledge

Education

High school diploma or equivalent

Job description

U.S. Bank is seeking a Client Relationship Consultant to engage customers face to face, assess banking needs, educate on products, and provide financial solutions. You will originate and close loans, open and close accounts, and support branch activities while upholding regulatory standards.

The role tracks multiple levels based on experience, with a salary range noted in the posting and a requirement for NMLS registration and background checks.