Digital-First Client Relationship Consultant

Us Bank; Oregon (WI); On-site; USD 73,038,974 - 89,395,219; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

401(k) and employer-funded retirement

Paid vacation

Up to 11 paid holidays

Adoption assistance

Sick leave

Job summary

U.S. Bank is seeking a Client Relationship Consultant to engage customers across in-person, appointment, and virtual channels, offering tailored financial guidance and digital-first support. You will build trust, assess banking needs, and educate clients on deposit and loan products while delivering an exemplary experience.

Location is at 11521 SE Sunnyside Rd, Clackamas, OR. Requires NMLS registration and background checks; role emphasizes relationship-building, cross-selling, and use of

Qualifications

• High school diploma or equivalent.
• Typically has a minimum four to five years of job-related, retail banking experience or a combination of experience and commensurate training.
• Proven ability to build and foster relationships with clients through proactive outreach and follow up.
• Ability to effectively engage and communicate with clients.
• Thorough knowledge of applicable bank and branch policies, procedures and support systems.
• Thorough knowledge of all retail products and services.
• Bilingual English and Spanish encouraged to apply.

Responsibilities

• Builds and fosters relationships with clients through proactive outreach and follow up.
• Identifies solutions for new and existing clients based on their needs by effectively engaging and communicating with 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.

Skills

Client relationship building

Effective communication

Digital banking knowledge

Bilingual English/Spanish encouraged

Education

High school diploma or equivalent

Job description

U.S. Bank is seeking a Client Relationship Consultant to engage customers across in-person, appointment, and virtual channels, offering tailored financial guidance and digital-first support. You will build trust, assess banking needs, and educate clients on deposit and loan products while delivering an exemplary experience.

Location is at 11521 SE Sunnyside Rd, Clackamas, OR. Requires NMLS registration and background checks; role emphasizes relationship-building, cross-selling, and use of