Client Relationship Consultant ; Banker – Burlingame - Portland

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.

Location:

7300 SW Terwilliger Blvd, Portland, Oregon 97219

• Build and maintain client relationships through multiple channels including in‑person, by appointment, and virtually.
• Assess and attend to customers’ banking needs, obtain and process customer and account information, and provide best‑possible counsel.
• Demonstrate and educate clients on available deposit and loan products and services, recommending solutions based on each customer’s unique goals and needs.
• Proactively reach out to clients, follow up, ask questions, and learn about their financial needs and banking channel preferences.
• Identify solutions for new and existing clients by effectively engaging and communicating with them.
• Maintain a working knowledge of consumer and business banking products and services, including digital offerings.
• Provide a consistent optimal client experience, including greeting clients and processing basic transactions.
• Collaborate with branch team members and partners to best serve clients.
• Open new consumer and business accounts, complete service requests, and submit credit applications.
• Educate clients on emerging self‑service digital products and services to meet their financial needs.
• Leverage available resources and technologies to optimize the client experience and serve clients with operational excellence and accuracy.
• Ensure National Mortgage Licensing System (NMLS) registration under the S.A.F.E. Act of 2008 and Regulation Z requirements, including criminal background and credit checks.

• High school diploma or equivalent.
• Typically has a minimum of three to four years of job‑related retail banking experience or a combination of experience and 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.
• Proven customer service and interpersonal skills.
• Experience in participating in sales campaigns/promotions.
• 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 advanced level of proficiency in making appropriate recommendations that meet customer’s needs both reactively and proactively.
• Experience in the financial services industry preferred.
• Bilingual English and Spanish encouraged.

• Requires working from a U.S. Bank location five (5) days per week.

• 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. 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.

Pay Range: $21.68 - 26.50. U.S. Bank will consider qualified applicants with arrest or conviction records for employment. 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.