Outbound Digital Banking Activation Specialist

U.S. Bank; Tempe (AZ); Vor Ort; USD 80.000 - 98.000; Vollzeit

Benefits dieser Stelle

Healthcare (medical, dental, vision)

Life insurance

Disability insurance

Parental leave

Retirement plan

Paid vacation

Paid holidays

Adoption assistance

Paid sick leave

Zusammenfassung

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 while partnering with bankers, products, and operations.

The role requires confidence on the phone, resilience in an outbound environment, and a drive to achieve measurable outcomes like contact rate, funding, and digital banking adoption.

Qualifikationen

• 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.

Aufgaben

• 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.

Kenntnisse

Outbound calling

Customer service

Communication

Problem-solving

Time management

Ausbildung

Bachelor's degree or equivalent

Jobbeschreibung

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 while partnering with bankers, products, and operations.

The role requires confidence on the phone, resilience in an outbound environment, and a drive to achieve measurable outcomes like contact rate, funding, and digital banking adoption.