Small Business Connect Specialist (Naperville IL) Call Center 30 hours
About The Position
The Small Business Connect Specialist delivers exceptional customer service aligned with U.S. Bank Core Values while providing comprehensive financial solutions to small business clients with annual revenues up to $2.5 million. This role focuses on driving growth through proactive outbound calling, supporting branch‑based small business clients, and leveraging digital tools to build strong, trusted relationships. Responsibilities include identifying customer needs, opening and servicing accounts, recommending appropriate product solutions, and achieving assigned sales, revenue, and growth goals. The Specialist actively collaborates with branch partners, and internal business lines to generate referral opportunities and refers clients to Business Banking or other U.S. Bancorp partners as additional needs are identified. This is a hybrid role operating in a call‑center environment with no in‑person customer interaction. The position requires working three days per week at the assigned call center location.
Requirements
- 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
- Typically has 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 demonstrates the ability to confidently communicate with underwriters
- Demonstrates excellent customer service in accordance with the U.S. Bank Core Values and provides comprehensive financial solutions to small businesses with annual revenues less than $2.5 million
- Demonstrates strong written and verbal communication skills and can convey business recommendation in an effective manner
- Understanding of banking operations, product knowledge, sales, new business development, customer service/relations, and community relations
- High Call Volume / Call Center experience
Responsibilities
- Delivers exceptional customer service aligned with U.S. Bank Core Values
- Provides comprehensive financial solutions to small business clients with annual revenues up to $2.5 million
- Drives growth through proactive outbound calling
- Supports branch‑based small business clients
- Leverages digital tools to build strong, trusted relationships
- Identifying customer needs
- Opening and servicing accounts
- Recommending appropriate product solutions
- Achieving assigned sales, revenue, and growth goals
- Actively collaborates with branch partners, and internal business lines to generate referral opportunities
- Refers clients to Business Banking or other U.S. Bancorp partners as additional needs are identified
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
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What This Job Offers
Job Type
Part-time
Career Level
Entry Level
