Digital Activation Outbound Specialist

U.S. Bank; Chicago (IL); On-site; USD 80,000 - 98,000; Full time

Benefits offered by this job

Healthcare benefits

Life insurance

Disability benefits

Paid vacation

Holiday pay

401(k) plan

Job summary

U.S. Bank is seeking an Outbound Specialist to manage an assigned lead queue, place timely calls, guide clients through account setup and digital enrollment, and resolve issues in collaboration with bankers, product, and operations teams.

The role emphasizes outbound performance against contact and conversion goals, requires a bachelor’s degree or equivalent and 1–4 years in client management or outbound sales, and offers a comprehensive benefits package and growth opportunities.

Qualifications

• Bachelor's degree or equivalent work experience.
• 1–4 years of client management, outbound sales, or contact center experience.

Responsibilities

• Place timely outbound calls to clients to guide onboarding and resolve issues.
• Drive onboarding outcomes such as account funding, online banking enrollment, and bill pay setup.
• Collaborate with bankers and operations to resolve client questions.
• Identify client needs and refer opportunities to bankers for follow-up.
• Document interactions and maintain accurate client records.

Skills

Outbound calling

Customer service

Communication skills

Problem solving

Time management

Education

Bachelor's degree 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

Working from an assigned lead queue, the Outbound Specialist places timely calls at key points in the client lifecycle, guides clients through account setup and digital enrollment, and resolves or escalates issues that create friction. This is an individual-contributor role that partners closely with bankers, product, and operations teams. Successful candidates are confident on the phone, resilient in an outbound calling environment, and motivated by measurable outcomes such as contact rate, funding, and digital banking tools adoption.

Key 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 elevate 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.

Basic Qualifications

• Bachelor's degree, or equivalent work experience
• One to four years of client management, outbound sales, or contact center experience

Preferred Skills & Experiences

• 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

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

Pay Range: $80,370.00 - 98,230.00

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-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).

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.

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

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.