banking consultant

Dhanguard LLC

<p>Dhanguard Consultancy is urgently seeking a proactive and client-focused Banking consultant to join our Banking Sales team. The ideal candidate will be responsible for fostering strong client relationships, focusing on opening corporate accounts, promoting mortgage solutions, mutual funds, and portfolio management services.</p><p><b>Key Responsibilities:</b></p><ul><li>Develop and maintain relationships with corporate clients to understand their banking and financial needs.</li><li>Assist clients in opening corporate accounts and providing tailored banking solutions.</li><li>Promote and sell mortgage products, mutual funds, and portfolio management services, corporate bank account openings.</li><li>Provide expert advice and guidance on financial products to enhance the client&rsquo;s portfolio.</li><li>Collaborate with internal teams to ensure the delivery of high-quality services to clients.</li><li>Achieve monthly and annual sales targets by actively pursuing new business opportunities.</li><li>Monitor and manage existing client accounts, ensuring satisfaction and retention.</li><li>Conduct market research to stay updated on trends in corporate banking, mortgages, mutual funds, and portfolio management.</li></ul><p><b>Requirements:</b></p><ul><li>Bachelor's degree in Finance, Business Administration, or related field.</li><li>Proven experience in banking sales, relationship management, or financial services.</li><li>Strong knowledge of corporate banking products, mortgage solutions, mutual funds, and portfolio management.</li><li>Excellent communication, negotiation, and interpersonal skills.</li><li>Ability to build and maintain long-term relationships with clients.</li><li>Goal-oriented with a strong drive to achieve sales targets.</li></ul><p><b>Benefits:</b></p><p>Competitive salary and performance-based incentives.</p><p>Opportunities for career growth and professional development.</p><p>Dynamic and supportive work environment.</p><p>Email us at: hiring@dhanguard.com</p><p>Job Type: Full-time</p><p>Pay: AED3,000.00 - AED7,000.00 per month</p><p>Job Type: Full-time</p><p>Pay: AED3,000.00 - AED7,000.00 per month</p><p>Job Type: Full-time</p><p>Pay: AED3,500.00 - AED5,000.00 per month</p><p>Job Type: Full-time</p><p>Pay: AED3,500.00 - AED5,000.00 per month</p>

Banking Consultant (Banking Sales)

BIZ DESIGN CORPORATE SERVICES PROVIDER LLC

<p><b>Job Title: Banking Sales Consultant</b></p><p><b>Salary: AED 5,000 &ndash; 6,000 per month + Commission</b></p><p><b>Experience Required: Minimum 1 year in banking or financial consultancy sales in the UAE</b></p><p><b>We are seeking a driven and customer-focused Banking Sales Consultant to join our banking consultancy division. The successful candidate will be responsible for acquiring and supporting clients across various industries who require assistance with opening corporate, high-risk, offshore, or HNI bank accounts in the UAE. This is a client-facing role involving direct interaction with business owners, investors, and company representatives, offering tailored banking solutions based on client profiles and jurisdictional requirements.</b></p><p><b>Key Responsibilities:</b></p><p><b>&bull;*	</b>Source and engage prospective clients across diverse industries requiring bank account opening services, including local mainland, free zone, offshore, and international entities.*</p><p><b>&bull;*	</b>Identify and consult clients on appropriate banking solutions based on their business model, activity, ownership structure, and risk profile.*</p><p><b>&bull;*	</b>Specialize in supporting high-net-worth individuals (HNIs), complex structures, and high-risk business categories.*</p><p><b>&bull;*	</b>Maintain regular follow-ups and meetings with clients to ensure smooth onboarding and documentation readiness.*</p><p><b>&bull;*	</b>Liaise with banks and internal teams to coordinate end-to-end account opening processes.*</p><p><b>&bull;*	</b>Stay updated on banking policies, KYC/AML compliance requirements, and regulatory changes relevant to UAE and offshore banking.*</p><p><b>&bull;*	</b>Build a strong pipeline through cold calling, referrals, business networking, and partnerships.*</p><p><b>Requirements:</b></p><p><b>&bull;*	</b>Minimum 1 year of proven experience in banking sales or financial consultancy in the UAE.*</p><p><b>&bull;*	</b>Sound understanding of UAE banking systems, corporate account structures, and KYC/compliance frameworks.*</p><p><b>&bull;*	</b>Experience dealing with offshore jurisdictions and high-risk industries preferred.*</p><p><b>&bull;*	</b>Excellent interpersonal, negotiation, and communication skills.*</p><p><b>&bull;*	</b>Proficiency in client handling and relationship building.*</p><p><b>&bull;*	</b>Must be comfortable with fieldwork and regular client meetings.*</p><p><b>&bull;*	</b>UAE driver&rsquo;s license and own car preferred.*</p><p><b>What We Offer:</b></p><p><b>&bull;*	</b>Attractive fixed salary: AED 5,000 &ndash; 6,000 per month.*</p><p><b>&bull;*	</b>Performance-based commission and bonus structure.*</p><p><b>&bull;*	</b>Opportunity to work with a diverse clientele across business sectors and regions.*</p><p><b>&bull;*	</b>Dynamic, growth-oriented work environment with career development potential.*</p><p>Job Type: Full-time</p><p>Pay: AED5,000.00 - AED6,000.00 per month</p><p>Experience:</p><ul><li>banking sales: 1 year (Required)</li></ul>

Banking Sales Consultant

Whizz HR

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  WhizzHR is hiring a Bank Account Opening Consultant in Dubai
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  Role Overview:
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  We are looking for an experienced consultant to assist clients with opening and managing corporate bank accounts in the and internationally. The role involves advising on suitable banks, preparing documentation, ensuring compliance, and liaising with relationship managers for smooth account setup.
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  Key Responsibilities:
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  Advise clients on banking options and requirements.
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  Prepare and review KYC/AML-compliant documentation.
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  Coordinate with banks and follow up on applications.
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  Handle compliance queries and provide timely client updates.
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  Support with digital banking setup and related services.
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  Requirements:
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  Bachelor&rsquo;s in Business/Finance or related field.
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  2+ years&rsquo; experience in banking, compliance, or consultancy.
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  Strong knowledge of banking regulations &amp; AML/KYC.
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  Excellent communication and client management skills.
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  Kindly share your Resume at Hello@whizzhr.com
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Bank Account Opening Consultant

Deloitte

<div>
 <strong>
  About Deloitte
 </strong>
 : When you work for us, you commit to a career at one of the largest and most prestigious professional services firms in the world. We have received numerous awards over the last few years, including Best Employer in the Middle East, and Best Consulting Firm, and the Middle East Training &amp; Development Excellence Award.
 <br/>
 <br/>
 <strong>
  Our Purpose
  <br/>
  <br/>
 </strong>
 Deloitte makes an impact that matters. Every day we challenge ourselves to do what matters most&mdash;for clients, for our people, and for society. We serve clients distinctively, bringing innovative insights, solving complex challenges and unlocking sustainable growth. We inspire our talented professionals to deliver outstanding value to clients, providing an exceptional career experience and an inclusive and collaborative culture. We contribute to society, building confidence and trust in the markets, upholding the integrity of organizations and supporting our communities.
 <br/>
 <br/>
 Our shared values guide the way we behave to make a positive, enduring impact:
 <br/>
 <br/>
 During Your Tenure As a Core Banking Techno Functional Consultant, You Will Demonstrate And Develop Your Capabilities In The Following Areas
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  <li>
   Advisory &amp; Strategy Engagements
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   Conduct current state assessments of core banking platforms, products, and processes.
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   Define and document future-state functional capabilities and product/process blueprints.
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   Lead RFP/RFI processes, including requirements definition, scoring frameworks, and vendor evaluation.
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   Engage with core banking vendors (Temenos and others) to drive functional assessments and solution positioning.
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   Present findings, evaluations, and business cases to CxO and steering committee stakeholders.
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   Advise on transformation roadmaps, platform selection decisions, and phased rollout strategies.
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   Functional Solution Design
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   Translate business needs into detailed functional designs across modules such as: Customer, Accounts, Lending, Deposits, Financial Accounting.
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   Define and validate configuration and parameterization decisions in Temenos Transact.
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   Support functional integration design with upstream/downstream systems (e.g., digital banking, GL, AML).
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   Collaborate with technical teams to ensure accurate and efficient design realization.
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   Provide functional sign-off at key stages across the delivery lifecycle.
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   Delivery Management
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  Qualifications
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   10+ years of experience in core banking transformation, with strong functional leadership roles
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   Temenos Transact experience is mandatory &mdash; with in-depth understanding of key modules and configurations
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   Demonstrated ability to lead functional solutioning and delivery in live implementation environments.
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   Experience coordinating with vendors/SIs and client business/IT stakeholders.
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   Exposure to one or more additional core banking platforms (Oracle Flexcube, Infosys Finacle, etc.).
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   Experience with Islamic banking products and processes (Murabaha, Ijara, Tawarruq, Profit Calculation, etc.).
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   Familiarity with Temenos Design Studio, AA, TDS, and APIs (not required to be hands-on).
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   Experience working in Middle East markets is a plus.
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Core Banking Techno Functional Consultant | OIDS| Banking Solutions

EECU

<b>Exciting Career Opportunity:</b><br>
Join Us as a Personal Teller Consultant!
<br>Ready to combine top-notch member service with cutting-edge technology? EECU is looking for a tech-savvy, people-loving Personal Teller Consultant to be the friendly face and helpful guide behind our banking experience!
<br>In this exciting and fast-paced role, you'll engage with members through multiple digital channels —from video and chat to text and online account openings, alongside Personal Teller Machines (PTMs) . Most of your day will be on video, so being professional, comfortable, and personable on camera is a must!
<br><br>
<b>Key Responsibilities:</b><br>
Perform teller transactions via Personal Teller Machines with a smile—yes, even on camera!
<br>Seamlessly transition between chat, text, video, and online member support
<br>Open accounts online, back up mail tellers, and handle back-office processing
<br>Deliver warm, professional, and responsive service through every channel
<br>Build genuine rapport while identifying needs and offering tailored financial solutions
<br>Proactively sell, initiate and support marketing initiatives that make a difference
<br><br>
<b>Why You’ll Love It:</b><br>
✅ You’ll be the face of innovation in modern banking
<br>✅ You get to connect with people while using tech that makes banking easier and better
<br>If you’re passionate about helping others and love a multi-channel environment — we want to meet you!
<br>Apply today and be the future of member service at EECU!
<br><br>
<b>Candidates possess the following knowledge and experience :</b><br>
<ul>
<li>Minimum one to two years in a high-quality customer service experience</li>
<li>Six months financial institution/call center experience</li>
<li>6 months teller experience</li>
<li>Must be comfortable being on video throughout the day to assist members</li>
<li>Must be able to handle multiple channels at once</li>
<li>Customer service skills</li>
<li>Professional written and oral communication skills</li>
<li>Organization and time management</li>
<li>Places a sense of urgency in responding to members</li>
<li>Must be able to work between our extended hours Monday-Friday 7:45am-6:30pm and Saturdays 8:45am-2:15pm. May have extended hours for special events.</li>
<li>Bilingual a plus</li>
</ul>
Responsible for compliance of all Federal and State rules and regulations pertaining but not limited to Bank Secrecy Act, Anti-Money Laundering, Bank Bribery Act, NCUA Privacy Regulations, Reg DD, Reg E, Reg CC, Reg Z, Reg B, FCRA/FACTA, and Service Members Civil Relief. Required to attend initial and ongoing annual Bank Secrecy Act training.
<br>Why Join EECU?
<br><ul>
<li>Competitive hourly pay + monthly incentives</li>
<li>Engaging, fast-paced environment</li>
<li>Opportunities to develop and grow your career</li>
<li>Be part of a team dedicated to excellence in service</li>
</ul>
For more than 90 years, Fort Worth-based EECU community credit union has been committed to providing members A Better Way of Banking ®. Today, EECU is one of the largest credit unions in Texas with over $4 billion in USD assets and serves over 297,000 members through 21 financial centers across North Texas. In the true spirit of the credit union philosophy “people helping people” EECU was recently honored with the Fort Worth Business Press Corporate Philanthropy Award for employee volunteerism, named Best Bank/Credit Union by the Fort Worth Star Telegram’s readers, and became the 1st credit union in Fort Worth to become Blue Zones certified for promoting employee well-being.
<br>EECU is an EOE/Vets/Disabled Employer.
<br>We are an Equal Opportunity Employer and do not discriminate against applicants due to veteran’s status or on the basis of disability.

Personal Teller Consultant- Fort Worth

Azentio Software

<div><div><b>About Azentio</b></div><div><br>
</div><div>Azentio Software incorporated in 2020 at Singapore, has been carved out of 3i Infotech, Candela Labs, Beyontec Technologies and Path Solutions. Azentio Software provides mission critical, vertical-specific software products for customers in banking, financial services and insurance verticals and includes key products such as KASTLE&trade; (Universal Lending), AMLOCK&trade; (Anti-Money Laundering &amp; Compliance software suite), iMal, PREMIA&trade; Astra (Core Insurance software), ORION&trade; (Enterprise Resource Planning software) and MFUND Plus&trade; (Asset Management platform). Azentio has over 800 customers in more than 60 countries, with a team of over 2,300 employees across offices in 12 countries (and growing) globally and is wholly owned by Funds advised by Apax Partners.</div><div></div><div><br>
Azentio offers a comprehensive range of products &ndash; serving core operations to modern digital needs &ndash; for the financial services industry. Our deep domain knowledge and solutions in financial services extend across insurance, retail and corporate lending, Islamic Banking, anti-money laundering and asset management. In addition, Azentio proudly serves mid-market enterprises across the Middle East, Africa, Asia Pacific, and India with a comprehensive ERP solution.</div><div><br>
</div><div>At Azentio, we believe that growth is a continuous journey. We believe that each step of this journey must be taken by committing to excellence - excellence in our products, our services, our ideas, and our people.</div><div><br>
</div><div><b>Job Title: Technical Consultant - Digital Banking</b></div><div><b>
Years of Experience: 4 to 8 years
</b></div><div><b>Location: Cairo, Egypt or India</b></div><div></div><div><b><br>
Role Summary:</b></div><div>
The consultant is responsible for a variety of roles including development, bug fixing, implementation, support, and customization, application/business rules configuration, training and documentation as a sole contributor or part of a larger team of the proposed solution. He/she will manage our customers through a proven, structured methodology where the solution will be deployed, knowledge transferred, best practices adhered to and go-live completed. These projects are completed either on-site or remote through a very dynamic work environment.</div><div></div><div><b><br>
What will you do?</b></div><div>
The consultant will be responsible mainly but not limited to the below:</div><ul><li>Development of the source code to meet the requirements of the new application as well as the testing, bug fixing, version control and release of products activities</li><li>Responsible for product implementation, SIT, UAT and support of our solutions either remote or at customer&rsquo;s sites</li><li>Functional and technical analysis of our Proprietary Software&rsquo;s specific features and write functional specification and technical design documents</li><li>Perform research for product Enhancements and components Improvement</li><li>Provide training to our customers on the solution functionalities where applicable</li><li>Assist in bug fixing and solving the issues reported by clients in their day-to-day operations</li><li>Develop, test, and implement onsite customizations as per the client&rsquo;s requirements</li><li>Develop, test, and implement interfaces and integrations between our solution and any third-party solution as required</li><li>Prepares well-structured quality official documentation (presentations, minutes of meeting, etc.) to be submitted to Client or for internal use</li><li>Respects and obeys company rules, policies, and procedures</li></ul><div></div><div><b><br>
What skills required?</b></div><ul><li>&bull; Minimum Bachelor&rsquo;s degree in Computer Science, engineering or equivalent is required</li><li>Experience designing, building and testing JAVA Web applications</li><li>Good experience in HTML, JSP, CSS, JavaScript, Ajax, JAVA, SOAP and RESTFUL web services</li><li>Frontend Web/Mobile development experience, RhoMobile is a plus</li><li>Experience in Bootstrap and jQuery</li><li>In-depth knowledge of popular Java frameworks Spring MVC, Struts, and Mybatis</li><li>Good database experience, queries and procedures, Oracle, Sybase, and MSSQL</li><li>3-5 years of experience in the field of software development and RDBMS skills</li><li>Experience in system integration and middleware is a plus</li><li>Knowledge in Sybase PowerBuilder is a plus</li><li>Experience in ECC, ATM &amp; Card management is a plus</li><li>Technical aptitude: the ability to understand new technologies and related environments</li><li>Ability to learn new technology through self-study</li><li>Good communication skills</li><li>Should be able to work independent and part of a group</li><li>Committed to provide quality results</li><li>Ability to operate comfortably under stress</li><li>Able to properly manage his/her time and tasks</li><li>Analysis and problem solving</li><li>Willing to travel on assignments as required</li><li>Previous experience in implementing and supporting banking solutions is a plus</li><li>Previous experience in reporting tools such as Jasper, Birt, or equivalent is a plus</li><li>Knowledge of Webservers, Application servers (Tomcat/Jonas/WebSphere/WebLogic) is a plus</li><li>Have good verbal and written communication skills in Arabic, English and French</li></ul><div></div><div><b><br>
What we Aim for?</b></div><div>
Azentio aims to be the leading provider of Banking, Financial Services &amp; Insurance (BFSI) &amp; Enterprise Resource Planning (ERP) software products in Asia Pacific, Middle East &amp; Africa &amp; United States. We will achieve this by:</div><br>
<div></div><ul><li>
Providing world class software products, built on the latest technologies.</li><li>
Providing best in class customer service, built on a deep understanding of our domains and local nuances.</li><li>
Being an employer of choice, attracting high quality talent.</li><li>
Achieving top quartile growth and margins.</li></ul><div></div><div><b><br>
Azentio Core Values:</b></div><div>
We work as one, <b>Collaborate</b><b> </b>without boundaries, and win together.</div><div>
We work with <b>Uncompromising Integrity</b> and <b>Accountability.</b></div><div><b>
Customer</b> is at the core of all that we do.</div><div>
We are <b>Diverse and Inclusive</b>. We treat our people, our customers and our wider community with <b>Respect and Care.</b></div><div>
We <b>Innovate</b>, we <b>Excel</b><b> </b>and we <b>Grow Together</b>.</div><div>
We <b>Give Back</b> to our communities through our business and our people.</div><div>
We take <b>Pride</b> in all that we do and together we <b>Enjoy</b> the journey</div></div><div></div>

Technical Consultant - Digital - 2

U.S. Bank

<div><p>At U.S. Bank, we&rsquo;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&mdash;all from Day One.</p><p></p><h2 class="jobSectionHeader"><b>
Job Description</b></h2><div>
Client Relationship Consultants build relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually to provide the best possible counsel while adapting a digital first mindset. Strong client relationships are based on trust, assessing and attending to customers&rsquo; banking needs, obtaining and processing customer and account information, demonstrating and educating clients on available deposit and loan products and services, and recommending solutions based on each customer&rsquo;s unique goals and needs.<br>
<br>
Builds and fosters relationships with clients through proactive outreach and follow up, asking questions and learning about their financial needs, and banking channel preferences. Identifies solutions for new and existing clients based on their needs by effectively engaging and communicating with clients. Maintains a working knowledge of consumer and business banking products and services including digital products and services. Provides a consistent optimal client experience, including greeting clients and processing basic transactions. Develops collaborative partnerships with branch team members and partners to best serve 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.<br>
<br>
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.</div><p></p><div><b>
Basic Qualifications</b><br>
<ul><li>High school diploma or equivalent</li><li>Typically has a minimum three to four years of job-related, retail banking experience or a combination of experience and commensurate training</li></ul></div><p></p><div><b>
Preferred Skills/Experience</b><br>
<ul><li>Proven ability to build and foster relationships with clients through proactive outreach and follow up</li><li>Ability to effectively engage and communicate with clients</li><li>Thorough knowledge of applicable bank and branch policies, procedures and support systems</li><li>Proven customer service and interpersonal skills</li><li>Experience with using and demonstrating digital products and self-service technologies</li><li>Ability to explore and identify a customer&rsquo;s true needs while leveraging a digital first mindset</li><li>Demonstrated basic level of proficiency in making appropriate recommendations that meet customer&rsquo;s needs both reactively and proactively</li><li>Experience in the financial services industry preferred</li></ul></div><p></p><p>
If there&rsquo;s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.
</p><p></p><p><b>Benefits:</b></p><p>
Our approach to benefits and total rewards considers our team members&rsquo; whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):</p><ul><li><p>
Healthcare (medical, dental, vision)</p></li><li><p>
Basic term and optional term life insurance</p></li><li><p>
Short-term and long-term disability</p></li><li><p>
Pregnancy disability and parental leave</p></li><li><p>
401(k) and employer-funded retirement plan</p></li><li><p>
Paid vacation (from two to five weeks depending on salary grade and tenure)</p></li><li><p>
Up to 11 paid holiday opportunities</p></li><li><p>
Adoption assistance</p></li><li><p>
Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law</p></li></ul><p></p><p>
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.</p><p></p><p><b>
E-Verify</b></p><p>
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.</p><p></p>
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: $20.00 - $24.09<p></p><p>
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.</p><p></p><p>
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.</p><p></p><p><b>
Posting may be closed earlier due to high volume of applicants.</b></p></div>

Client Relationship Consultant 2 (Banker) - Portland (102nd & WA), OR

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