Client Relationship Consultant; Banker; Portland, OR Metro Area
Listed on 2026-07-18
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Finance & Banking
Bank Customer Service, Retail Banking
Client Relationship Consultant
At U.S. Bank, we’re on a journey to help customers and businesses make better financial decisions. This position is available as a full‑time or part‑time role.
Responsibilities- Build relationships with customers via multiple channels— in‑person, by appointment, and virtually— providing best counsel while adopting a digital‑first mindset.
- Assess and attend to customers’ banking needs, collecting and processing customer and account information.
- Demonstrate and educate clients on available deposit and loan products and services and recommend solutions tailored to individual goals.
- Proactively reach out and follow up with clients, asking about their financial needs and banking channel preferences.
- Identify solutions for new and existing clients by engaging and communicating effectively.
- Maintain up‑to‑date knowledge of consumer and business banking products, including digital services.
- Greet clients and process basic transactions to provide an optimal client experience.
- Develop collaborative partnerships with branch team members to best serve clients.
- Open new consumer and business accounts, complete service requests, and submit credit applications.
- Educate clients on emerging and self‑service digital products and services.
- Leverage available resources and technologies to optimize the client experience with operational excellence and accuracy.
- High school diploma or equivalent.
- Minimum 3‑4 years of retail banking experience or equivalent combination of experience and training.
- Ability to build and foster relationships with clients through proactive outreach and follow‑up.
- Effective client engagement and communication skills.
- Knowledge of bank and branch policies, procedures, and support systems.
- Customer service and interpersonal skills.
- Experience with digital products and self‑service technologies.
- Ability to explore and identify client needs using a digital‑first mindset.
- Proficiency in making recommendations that meet customers’ needs both reactively and proactively.
- Experience in the financial services industry preferred.
- Bilingual in English and another language encouraged.
- National Mortgage Licensing System (NMLS) registration required under the S.A.F.E. Act of 2008 and Regulation Z.
- Proven ability to build and foster relationships with clients through proactive outreach and follow‑up.
- Effective engagement and communication with clients.
- Thorough 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 clients’ true needs while leveraging a digital first mindset.
- Basic proficiency in making appropriate recommendations that meet customer needs both reactively and proactively.
- Experience in the financial services industry preferred.
- Bilingual in English and other languages encouraged.
This role requires working from a U.S. Bank location every workday. Disability accommodations are available upon request.
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 (2 to 5 weeks depending on salary grade and tenure)
- Up to 11 paid holiday opportunities
- Adoption assistance
- Sick and Safe Leave accrual up to 80 hours per calendar year
- Other benefits available based on employment status
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‑VerifyU.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.
Pay Range$21.68 - $26.50 per hour (actual range may vary by location and role).
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