Small Business Connect Relationship Banker
U.S. Bank • Irving, TX7d • $33 - $40 • Hybrid
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Small Business Connect Relationship Banker (Call Center Sales) Irving TX
U.S. Bank•Irving, TX
•$33 - $40•Hybrid
About The Position
The Small Business Connect Relationship Banker provides comprehensive financial solutions to small businesses with annual revenues under $2.5 million while delivering customer service in accordance with U.S. Bank Core Values. The role focuses on outbound calling, using digital tools, and building strong customer relationships to offer solutions to business customers. It may also involve servicing customers and opening and maintaining accounts. Referral opportunities come through digital or direct-mail marketing lead lists and internal and external partners. The position is based at a U.S. Bank location at least three days per week. The scheduled shift is 11:30 a.m. to 8:00 p.m. CST, Monday through Friday, with one Saturday every four weeks.
Requirements
- NMLS registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z, with ongoing compliance with legal and regulatory registration requirements, including maintaining a satisfactory criminal and credit record.
- Typically a bachelor’s degree or equivalent work experience.
- 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.
- Excellent customer service in accordance with U.S. Bank Core Values and ability to provide 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 call or call center experience.
Responsibilities
- Provide comprehensive financial solutions to small businesses with annual revenues under $2.5 million.
- Conduct outbound calls and use digital tools to identify and offer solutions to business customers.
- Build strong human connections with business customers and provide customer service in accordance with U.S. Bank Core Values.
- Source referral opportunities from digital and direct-mail marketing lead lists and internal and external partners.
- May service customer accounts and perform account opening and maintenance.
Benefits
- Medical, dental, and vision healthcare 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
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