Small Business Connect Relationship Banker (Call Center)- St Paul MN West Side Flats

U.S. Bank • Saint Paul, MN

12d • Hybrid

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, assistance to branch-based small business clients, and use of digital tools to build trusted client relationships. The Specialist identifies customer needs, opens and services accounts, recommends appropriate products, and works toward assigned sales, revenue, and growth goals. The role collaborates with branch partners and internal business lines to create referral opportunities and refers 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. The employee is required to work from the assigned U.S. Bank call-center location three or more days per week. The listed shift is 11:00 a.m. to 7:30 p.m. CST.

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, and ability to communicate confidently with underwriters.
• Experience providing customer service and financial solutions to small businesses with annual revenues under $2.5 million.
• Strong written and verbal communication skills, including the ability to convey business recommendations effectively.
• Understanding of banking operations, products, sales, new business development, customer service and relations, and community relations.
• High-volume outbound calling or call-center experience.

Responsibilities

• Provide exceptional customer service aligned with U.S. Bank Core Values.
• Provide comprehensive financial solutions to small business clients with annual revenues up to $2.5 million.
• Make proactive outbound calls to support growth and small business client relationships.
• Support branch-based small business clients using digital tools.
• 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 when 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, 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 and 401(k) contribution and pension, subject to eligibility requirements.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level