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Contact Center Relationship Banker

🕒 August 27

🥔 Idaho, Illinois, +6 more states – Remote

infoinfo

💵 $20 - $26 / hour

⏰ Full Time

🟡 Mid-level

🟠 Senior

📞 Call Center Representative

Where this job comes from

Posted on U.S. Bank's careers page, not through a job board

First seen by Remote Rocketship August 27

Logo of U.S. Bank

U.S. Bank

10,000+ employees

Founded 1863

💼 Consulting

🛡️ Insurance

📦 Logistics

Consulting • Insurance • Logistics

U. S. Bank is a major financial services institution headquartered in the United States, providing a wide range of banking and financial products to individuals and businesses. The bank offers services in retail banking, corporate banking, wealth management, credit underwriting, and investment management. With a commitment to diversity, equity, and inclusion, U. S. Bank emphasizes the importance of culture and values, offering career growth opportunities and supporting the health and wellness of its employees. U. S. Bank engages with communities and provides educational resources to enhance financial literacy. As a member of the FDIC, it ensures the security of its deposit products, although investment and insurance products are not FDIC insured and may lose value.

📋 Description

• Respond to incoming inquiries and proactively make outreach calls to existing and potential customers • Build customer relationships, establish trust, and make appropriate product recommendations • Educate customers and prospects on advantages and disadvantages of product options • Recommend installment loans, credit products, checking and savings products, certificates of deposit, credit cards, and other products • Develop customer profiles for specialized products such as trust and investments • Send customer profiles to appropriate product-line support for follow-up sales calls • Provide customer service regarding application status and accounts • Resolve customer problems and processing errors • Interface with internal support staff • Ensure referrals are addressed in a timely manner • Work one of the listed Monday–Saturday schedules

🎯 Requirements

• High school diploma or equivalent • Three or more years of sales experience • National Mortgage Licensing Service (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z • Ongoing compliance with all legal or regulatory registration requirements • Maintaining a satisfactory criminal and credit record • Phone sales experience • Advanced knowledge of bank retail products and services, rates, terms, fees and regulations, as well as the company’s product philosophy and policy • Demonstrated effective use of consultative sales approach and referral skills • Solid PC and keyboard skills • Strong knowledge and accuracy of systems, lending policies and inbound and outbound procedures and operations • Proven commitment to high quality customer service • Effective time management skills • Strong verbal communication skills including telephone and interpersonal skills • Strong critical thinking and problem-solving skills • Ability to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies

🏖️ 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 • Incentive and recognition programs • Equity stock purchase • 401(k) contribution and pension

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