Outbound Digital Onboarding 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

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.