Small Business Connect Relationship Banker (Call Center) Tempe AZ
About The Position
The Small Business Connect Specialist provides customer service aligned with U.S. Bank Core Values and comprehensive financial solutions to small business clients with annual revenues up to $2.5 million. The role drives growth through proactive outbound calling, supports branch-based small business clients, and uses digital tools to build trusted relationships. It identifies customer needs, opens and services accounts, recommends suitable products, and works toward assigned sales, revenue, and growth goals. The Specialist collaborates with branch partners and internal business lines to generate referrals and directs clients to Business Banking or other U.S. Bancorp partners when additional needs arise. This is a hybrid call-center role with no in-person customer interaction. It requires working at the assigned U.S. Bank location three or more days per week. The stated shift is 11:30 a.m. to 8:00 p.m.
Requirements
- National Mortgage Licensing Service (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z, with ongoing compliance with applicable legal and regulatory 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, including the ability to communicate confidently with underwriters.
- Ability to provide excellent customer service in accordance with U.S. Bank Core Values and comprehensive financial solutions to small businesses with annual revenues under $2.5 million.
- Strong written and verbal communication skills and ability to convey business recommendations effectively.
- Understanding of banking operations, product knowledge, sales, new business development, customer service and relations, and community relations.
- High-volume outbound calling or call-center experience.
Responsibilities
- Provide exceptional customer service and comprehensive financial solutions to small business clients with annual revenues up to $2.5 million.
- Drive growth through proactive outbound calling and support branch-based small business clients.
- Use digital tools to build strong, trusted client relationships.
- Identify customer needs, open and service accounts, and recommend appropriate product solutions.
- 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 as additional needs are identified.
Benefits
- Healthcare, including medical, dental, and vision coverage.
- Basic term and optional term life insurance.
- Short-term and long-term disability coverage.
- Pregnancy disability and parental leave.
- 401(k) and employer-funded retirement plan.
- Paid vacation of 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
Mid Level
