Contact Center Relationship Banker
About The Position
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. Responds to incoming inquiries or proactively makes outreach calls to existing and potential customers to meet their needs by building relationships, establishing trust, and making appropriate product recommendations. Educates customers or prospects on the advantages and disadvantages of different product options. Products include but are not limited to: installment loans and credit products, checking and saving products, certificates of deposit, credit cards, etc. Develops customer profiles for other specialized products such as trust, investments, etc. and sends profile to appropriate product line support for follow-up sales calls. Provides customer service responding to questions about application status, accounts and resolving various problems and processing errors. Interfaces with internal support staff and ensures referrals are responded to in a timely manner. Requires National Mortgage Licensing Service (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z and ongoing compliance with all legal or regulatory registration requirements, including, but not limited to maintaining a satisfactory criminal and credit record.
Requirements
- National Mortgage Licensing Service (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z and ongoing compliance with all legal or regulatory registration requirements, including, but not limited to maintaining a satisfactory criminal and credit record.
- High school diploma or equivalent
- Three or more years of sales experience
- Solid PC and keyboard skills
- Strong knowledge and accuracy of systems, lending policies and Inbound and Outbound procedures and operations
- Strong verbal communication skills including both telephone and interpersonal skills
- Strong critical thinking and problem-solving skills to help address the customer needs
- 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.
Nice To Haves
- Phone sales experience
- Advanced knowledge of bank retail products and services, rates, terms, fees and regulations, as well as the company’s product philosophy and policy
- Demonstrated effective use of consultative sales approach and referral skills
- Proven commitment to high quality customer service
- Effective time management skills to maximize the number of clients that can be assisted while maintaining a high level of customer service
Responsibilities
- Responds to incoming inquiries or proactively makes outreach calls to existing and potential customers to meet their needs by building relationships, establishing trust, and making appropriate product recommendations.
- Educates customers or prospects on the advantages and disadvantages of different product options.
- Develops customer profiles for other specialized products such as trust, investments, etc. and sends profile to appropriate product line support for follow-up sales calls.
- Provides customer service responding to questions about application status, accounts and resolving various problems and processing errors.
- Interfaces with internal support staff and ensures referrals are responded to in a timely manner.
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
- incentive and recognition programs
- equity stock purchase
- 401(k) contribution
- pension
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
