Digital Onboarding & Outreach Specialist

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

Benefits offered by this job

Healthcare (medical, dental, vision)

Life insurance

Disability coverage

Parental leave

401(k) retirement plan

Paid vacation

Paid holidays

Adoption assistance

Sick leave

Job summary

U.S. Bank in Portland, OR is seeking an Outbound Specialist to conduct proactive outbound outreach, guide clients through account setup and digital enrollment, and resolve issues that create friction.

This role collaborates with bankers, product, and operations teams to drive onboarding outcomes. The ideal candidate has a bachelor’s degree, 1–4 years of client management or outbound sales experience, and strong communication skills; on-site work is required three or more days per week with a

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

Bachelor's degree

Outbound calling experience

Customer service

Verbal communication

Written communication

Education

Bachelor's degree or equivalent

Job description

U.S. Bank in Portland, OR is seeking an Outbound Specialist to conduct proactive outbound outreach, guide clients through account setup and digital enrollment, and resolve issues that create friction.

This role collaborates with bankers, product, and operations teams to drive onboarding outcomes. The ideal candidate has a bachelor’s degree, 1–4 years of client management or outbound sales experience, and strong communication skills; on-site work is required three or more days per week with a