Digital Onboarding & Activation Specialist

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

Benefits offered by this job

Healthcare

401(k)

Paid vacation

Sick leave

Disability insurance

Parental leave

Job summary

U.S. Bank is seeking an Outbound Specialist based in Oshkosh, WI to place timely calls, guide clients through account setup and digital enrollment, and resolve or escalate issues.

This role collaborates closely with bankers, product, and operations teams to drive onboarding outcomes and client satisfaction. The successful candidate will be confident on the phone, resilient in an outbound environment, and motivated by measurable outcomes such as contact rate, funding and digital banking tool

Qualifications

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

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 escalates 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.

Skills

Outbound calling

Client management

Phone communication

Sales experience

Problem-solving

Education

Bachelor's degree or equivalent work experience

Job description

U.S. Bank is seeking an Outbound Specialist based in Oshkosh, WI to place timely calls, guide clients through account setup and digital enrollment, and resolve or escalate issues.

This role collaborates closely with bankers, product, and operations teams to drive onboarding outcomes and client satisfaction. The successful candidate will be confident on the phone, resilient in an outbound environment, and motivated by measurable outcomes such as contact rate, funding and digital banking tool