Relationship Banker (Multiple Levels) - Bend, OR

U.S. Bank; Bend (OR); On-site; USD 23,000 - 33,000; 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

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

This role has multiple levels, open to candidates with 3 years to 5 years minimum experience in customer service and sales. The successful candidate will be hired for the level of the position that aligns with their experience. Please note that the salary range provided corresponds to the lowest level of the position posted.

Client Relationship Consultants build relationships with customers by meeting face to face and engaging them when and where they need to provide the best possible counsel. Strong client relationships are based on trust, assessing and attending to customers' banking needs, obtaining and processing customer and account information, educating clients on available deposit and loan products and services, and recommending financial solutions based on each customer’s unique goals and needs. They are also responsible for originating and closing consumer loans, opening accounts, and opening and/or closing the branch.

We're looking for people who want more than just a job – who want to make a difference in the communities where we live and work.

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.

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

Range: $20.25-$22.50

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

Range: $23-$26.79

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

Range: $27-$30

Location expectations

This role requires working from a U.S. Bank location 5 days per week.

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

U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.

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.

The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements).

Pay Range: $23.75 - 29.03 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA).

In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.

Posting may be closed earlier due to high volume of applicants.

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.