U.S. Bancorp

3 weeks ago

National Sales Team Client Relationship Consultant (Phone banker) Tempe AZ

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 21 hours agoStatus: Live

Job Summary

Build strong customer relationships by proactively reaching out to existing and potential customers through phone, email, chat, and virtual appointments. Assess banking needs, gather and process customer/account information, and counsel clients on deposit and loan products. Recommend solutions aligned to customers’ goals while using a digital-first approach, educating clients on digital tools, and maintaining trust through effective communication and problem-solving.

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Customer Success & Account Management

Seniority: Mid level

Key Responsibilities

•Proactively call existing and potential customers and engage via phone, email, chat, and virtual/phone or video appointments.
•Assess and attend to customers’ banking needs by obtaining and processing customer and account information.
•Demonstrate, educate, and counsel customers on available deposit and loan products and services.
•Recommend solutions based on customers’ unique goals and needs, both reactively and proactively.
•Adapt to a digital-first mindset and teach customers how to use digital technology.

Pay and Benefits

Salary: USD 23.75 - 29.03

Perks:Health InsuranceDentalVisionLife InsuranceRetirementPaid LeavePaid HolidaysParental Leave

Key Requirements

•High school diploma or equivalent.
•Four to five or more years of job related retail banking experience (or a combination of experience and commensurate training).
•Requires NMLS registration under the S.A.F.E. Act of 2008 and Regulation Z, with ongoing compliance including maintaining a satisfactory criminal and credit record.
•Demonstrate effective and confident client communication, active listening, and excellent problem-solving skills.
•Possess cash handling experience and thorough knowledge of applicable bank/branch policies, procedures, and support systems.

Experience:4+ yearsRetail bankingFinancial services

Education:High School

Skills:Client communicationActive listeningProblem-solvingAdaptabilityCustomer education

Licenses:NMLS registrationS.A.F.E. Act of 2008Regulation Z

Company Brief

U.S. Bancorp

U.S. Bancorp is the parent company of U.S. Bank, providing consumer, business, and institutional banking services including lending, payments, treasury management, wealth management, and merchant solutions across the United States.

Industry: Banking

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: Minneapolis, United States

Founded: 1863

Glassdoor: 3.8

Website LinkedIn Glassdoor

Loading job details...

Preparing the role view and application actions.

U.S. Bancorp

3 weeks ago

National Sales Team Client Relationship Consultant (Phone banker) Tempe AZ

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 21 hours agoStatus: Live

Job Summary

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Customer Success & Account Management

Seniority: Mid level

Key Responsibilities

•Proactively call existing and potential customers and engage via phone, email, chat, and virtual/phone or video appointments.
•Assess and attend to customers’ banking needs by obtaining and processing customer and account information.
•Demonstrate, educate, and counsel customers on available deposit and loan products and services.
•Recommend solutions based on customers’ unique goals and needs, both reactively and proactively.
•Adapt to a digital-first mindset and teach customers how to use digital technology.

Pay and Benefits

Salary: USD 23.75 - 29.03

Perks:Health InsuranceDentalVisionLife InsuranceRetirementPaid LeavePaid HolidaysParental Leave

Key Requirements

•High school diploma or equivalent.
•Four to five or more years of job related retail banking experience (or a combination of experience and commensurate training).
•Requires NMLS registration under the S.A.F.E. Act of 2008 and Regulation Z, with ongoing compliance including maintaining a satisfactory criminal and credit record.
•Demonstrate effective and confident client communication, active listening, and excellent problem-solving skills.
•Possess cash handling experience and thorough knowledge of applicable bank/branch policies, procedures, and support systems.

Experience:4+ yearsRetail bankingFinancial services

Education:High School

Skills:Client communicationActive listeningProblem-solvingAdaptabilityCustomer education

Licenses:NMLS registrationS.A.F.E. Act of 2008Regulation Z

Company Brief

U.S. Bancorp

Industry: Banking

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: Minneapolis, United States

Founded: 1863

Glassdoor: 3.8

Website LinkedIn Glassdoor