National Outreach Relationship Consultant

Posted:
8/13/2024, 5:00:00 PM

Location(s):
Tempe, Arizona, United States ⋅ Arizona, United States

Experience Level(s):
Mid Level ⋅ Senior

Field(s):
Consulting

Workplace Type:
Hybrid

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.

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.

If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.

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 the E-Verify program.

The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $20.00 - $25.63 - $28.19

U.S. Bank accepts applications for this position on an ongoing basis.