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About the Role

This role involves placing timely calls to clients throughout their lifecycle, guiding them through account setup and digital enrollment, and resolving or escalating issues. It's an individual-contributor position that collaborates with bankers, product, and operations teams. Successful candidates are confident on the phone, resilient in an outbound calling environment, and motivated by measurable outcomes.

Responsibilities

Exercise judgment and make decisions that have positive operational impacts on the business line.
Conduct proactive outbound outreach to assigned clients, maintaining a disciplined call cadence, follow-up, and accurate documentation.
Drive core onboarding outcomes, including account funding, online banking enrollment, debit card activation, and bill pay or money movement setup.
Assist with the resolution of client issues or Banker questions, leveraging applicable tools to resolve or escalate to the appropriate support channel.
Identify client needs and refer opportunities to bankers and partner teams for follow-up.
Interact with clients and other departments to ensure successful client outcomes, communicating to the client as appropriate.

Requirements

Bachelor's degree, or equivalent work experience
One to four years of client management, outbound sales, or contact center experience
Working knowledge of business banking and money movement products, or the ability to ramp quickly
Proven outbound calling experience with consistent performance against contact and conversion goals
Detailed knowledge of business, financials, products and services, and the market
Strong problem-solving skills and comfort navigating multiple digital banking systems
Basic knowledge of account management, project management, operations, and logistics
Ability to manage high call volume, multiple tasks, projects, and deadlines simultaneously
Proven customer service and client relations skills, including situational leadership and dispute or conflict resolution
Strong presentation, interpersonal, verbal, and written communication skills
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.

Skills

Client management
Outbound sales
Contact center experience
Business banking
Money movement products
Outbound calling
Problem-solving
Digital banking systems navigation
Account management
Project management
Operations
Logistics
Customer service
Client relations
Situational leadership
Dispute resolution
Conflict resolution
Presentation skills
Interpersonal skills
Verbal communication
Written communication

Location

U.S. Bank location

Work Type

Onsite (3 or more days per week)

Experience Level

One to four years

Education Level

Bachelor's degree or equivalent work experience

Salary/Compensations

$80,370.00 - $98,230.00

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
Incentive and recognition programs
Equity stock purchase
Pension

About the Company

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.
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.
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.

Equal Opportunity

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.