Contact Center Relationship Banker

U.S. Bank; Washington; Remote; USD 28,000 - 36,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

401(k) plan

Paid vacation

Holiday opportunities

Job summary

U.S. Bank is seeking a customer-focused sales professional who can respond to inquiries and proactively reach out to customers.

You will educate on a wide range of banking products, build customer profiles for specialized offerings, and coordinate with product lines for follow-up. You will ensure timely resolution of questions about applications and accounts, while maintaining compliance with regulatory requirements.

Qualifications

• High school diploma or equivalent required.
• Three+ years of sales experience preferred.
• Phone sales and consultative selling experience highly valued.
• Strong verbal communication and time-management skills expected.
• Solid PC skills and familiarity with banking systems are a plus.

Responsibilities

• Respond to incoming inquiries and proactively reach out to customers and prospects.
• Educate customers on product options including loans, checking/saving, CDs, and credit cards.
• Develop customer profiles for specialized products and coordinate with product lines for follow-up.
• Provide timely responses about application status, accounts, and issue resolution.
• Refer customers to appropriate support teams as needed.

Skills

Sales experience

Phone sales

Consultative selling

Strong communication

Time management

Customer service

Inbound/outbound procedures

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

Responds to incoming inquiries or proactively makes outreach calls to existing and potential customers to meet their needs by building relationships, establishing trust, and making appropriate product recommendations. Educates customers or prospects on the advantages and disadvantages of different product options. Products include but are not limited to: installment loans and credit products, checking and saving products, certificates of deposit, credit cards, etc. Develops customer profiles for other specialized products such as trust, investments, etc. and sends profile to appropriate product line support for follow-up sales calls. Provides customer service responding to questions about application status, accounts and resolving various problems and processing errors. Interfaces with internal support staff and ensures referrals are responded to in a timely manner.

Requires National Mortgage Licensing Service (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z and ongoing compliance with all legal or regulatory registration requirements, including, but not limited to maintaining a satisfactory criminal and credit record.

Following schedules are available:

Schedule 1: Mon- 1:00pm-10:00pm, Wen. Thurs, Fri, 1:30pm-10:00pm, Sat – 9:00am-5:00pm

Schedule 2 : Mon- 1:00pm-10:00pm, Tues., Wen, Fri, 1:30pm-10:00pm, Sat – 9:00am-5:00pm

Schedule 3: Mon- 1:00pm-10:00pm, Tues, Wen, Thurs., 1:30pm-10:00pm, Sat – 9:00am-5:00pm

Schedule 4: Mon - 12:00pm-9:00pm, Wen, Thurs. Fri, 12:30pm-9:00pm, Sat 9:00am-5:00pm

Schedule 5: Mon - 12:00pm-9:00pm, Tues. Thurs. Fri, 12:30pm-9:00pm, Sat 9:00am-5:00pm

Schedule 6: Mon- 1:00pm-10:00pm, Tues, Wen, Fri, 1:30pm-10:00pm, Sat – 9:00am-5:00pm

Schedule 7: Mon- 1:00pm-10:00pm, Tues. Wen, Thurs, 1:30pm-10:00pm, Sat– 9:00am-5:00pm

Schedule 8: Mon- 1:00pm-10:00pm, Tues. Wen, Thurs, 1:30pm-10:00pm, Sat– 9:00am-5:00pm

Basic Qualifications

• High school diploma or equivalent
• Three or more years of sales experience

Preferred Skills/Experience

• Phone sales experience
• Advanced knowledge of bank retail products and services, rates, terms, fees and regulations, as well as the company’s product philosophy and policy
• Demonstrated effective use of consultative sales approach and referral skills
• Solid PC and keyboard skills
• Strong knowledge and accuracy of systems, lending policies and Inbound and Outbound procedures and operations
• Proven commitment to high quality customer service
• Effective time management skills to maximize the number of clients that can be assisted while maintaining a high level of customer service
• Strong verbal communication skills including both telephone and interpersonal skills
• Strong critical thinking and problem-solving skills to help address the customer needs

Location expectations

This role is designated as U.S. home-based remote for the locations listed in the job posting

If there’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.

Benefits

Our approach to benefits and total rewards considers our team members’ 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:

• 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

Review our full benefits available by employment status here.

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: $20.00 - $26.39

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.

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.

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