Small Business Connect Relationship Banker (Call Center)- St Paul MN West Side Flats
About The Position
The Small Business Connect Specialist delivers customer service aligned with U.S. Bank Core Values and provides financial solutions to small business clients with annual revenues up to $2.5 million. The role supports growth through proactive outbound calling, support for branch-based small business clients, and use of digital tools to build trusted relationships. The Specialist identifies customer needs, opens and services accounts, recommends suitable products, and works toward assigned sales, revenue, and growth goals. The role collaborates with branch partners and internal business lines to develop referrals and directs clients to Business Banking or other U.S. Bancorp partners when additional needs are identified. This is a hybrid call-center role with no in-person customer interaction. It requires working at the assigned U.S. Bank location at least three days per week. The stated shift is 11:00 a.m. to 7:30 p.m. CST.
Requirements
- NMLS registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z, with ongoing compliance with applicable registration requirements, including maintaining a satisfactory criminal and credit record.
- Typically a bachelor's degree or equivalent work experience.
- Five or more years of customer service, sales, and/or prospecting experience.
Nice To Haves
- Comprehensive knowledge of applicable bank and branch policies, procedures, and support systems.
- Comprehensive knowledge of cash flow management and business credit underwriting, and ability to communicate confidently with underwriters.
- Ability to provide comprehensive financial solutions to small businesses with annual revenues less than $2.5 million in accordance with U.S. Bank Core Values.
- Strong written and verbal communication skills and ability to communicate business recommendations effectively.
- Understanding of banking operations, product knowledge, sales, new business development, customer service and relations, and community relations.
- Experience with high-volume outbound calling or call-center work.
Responsibilities
- Provide customer service consistent with U.S. Bank Core Values and financial solutions to small business clients.
- Proactively make outbound calls and support branch-based small business clients.
- Use digital tools to develop strong customer relationships.
- Identify client needs, open and service accounts, and recommend appropriate products.
- Achieve assigned sales, revenue, and growth goals.
- Collaborate with branch partners and internal business lines to generate referral opportunities.
- Refer clients to Business Banking or other U.S. Bancorp partners when additional needs are identified.
Benefits
- Medical, dental, and vision healthcare coverage.
- Basic term and optional term life insurance.
- Short-term and long-term disability insurance.
- 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 hours worked, up to 80 hours per calendar year unless otherwise provided by law.
- Incentive and recognition programs.
- Equity stock purchase, 401(k) contribution, and pension, subject to eligibility requirements.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
