Small Business Connect Relationship Banker (Call Center Sales) Irving TX

U.S. Bank•Irving, TX

5d•Hybrid

About The Position

The Small Business Connect Relationship Banker demonstrates excellent customer service in accordance with U.S. Bank Core Values and provides comprehensive financial solutions to small businesses with annual revenues under $2.5 million. The role focuses on outbound calling, using digital tools and building strong customer connections to recommend solutions. It may also involve servicing customers and opening and maintaining accounts. Referral opportunities come from digital or direct-mail marketing lead lists and internal and external partners. The schedule is 11:30 a.m.–8:00 p.m. CST, Monday through Friday, with one Saturday every four weeks. The role requires working from a U.S. Bank location three or more days per week.

Requirements

Maintain National Mortgage Licensing Service (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z, and comply with ongoing legal and regulatory registration requirements, including maintaining a satisfactory criminal and credit record.
Typically have a bachelor's degree or equivalent work experience.
Have three 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, with the ability to communicate confidently with underwriters.
Strong written and verbal communication skills and the 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 call or call center experience.

Responsibilities

Demonstrate excellent customer service in accordance with U.S. Bank Core Values.
Provide comprehensive financial solutions to small businesses with annual revenues under $2.5 million.
Conduct outbound calling activities while using digital tools and building strong customer connections.
Source referral opportunities from digital or direct-mail marketing lead lists and internal and external partners.
Service customers and open and maintain accounts as needed.

Benefits

Healthcare coverage, including medical, dental, and vision.
Basic term and optional term life insurance.
Short-term and long-term disability insurance.
Pregnancy disability and parental leave.
401(k) and an 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.