At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One.
Job Description
National Outreach Relationship Consultants build relationships by proactively calling existing and potential customers, engaging them via multiple channels that include phone, email, chat or virtually and by phone or video appointment to provide the best possible counsel while adapting a digital first mindset.
The responsibilities of this role are as follows:
- Build and foster relationships with clients through proactive outreach and follow up, asking questions and learning about their financial needs, and banking preferences.
- Identify solutions for new and existing clients based on their needs by effectively engaging and communicating with clients.
- Maintain a working knowledge of consumer and business banking products and services including digital products and services.
- Support the process for customers to open new consumer accounts.
- Complete service requests and refer clients to appropriate US Bank resources and/or internal partners.
- Proactively educate clients on emerging and self-service digital products and services to assist with meeting their financial needs.
- Leverage available resources and technologies to optimize the client experience and serve our clients with operational excellence and accuracy.
This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z.
You will be subject to the required registration process, which includes a criminal background and credit check.
Failure to meet or maintain any of the NMLS registration requirements, including maintaining a satisfactory criminal and credit record, may result in a rescission of your offer or termination of employment.
*For this role, candidates who are bilingual in Spanish and have strong sales and customer service experience are highly preferred.
Basic Qualifications
- High school diploma or equivalent
- Four to five years of customer service experience
- Four to five years of sales experience
Preferred Skills/Experience
- Ability to build and foster relationships with clients through proactive outreach and follow up.
- Excellent verbal and written communication skills.
- Effective interpersonal skills with the ability to assess needs.
- Ability to explore and identify a customer’s true needs while leveraging a digital first mindset.
- Experience in the financial services industry preferred
Location
This role offers a hybrid/flexible schedule. There is an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days.
Benefits:
Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):
- 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
EEO is the Law
U.S. Bank is an equal opportunity employer committed to creating a diverse workforce. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors. Applicants can learn more about the company’s status as an equal opportunity employer by viewing the federal KNOW YOUR RIGHTS EEO poster.
E-Verify
U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about theE-Verify program.
U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.
U.S. Bank accepts applications for this position on an ongoing basis.
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