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

U.S. Bancorp
Arizona
Workplace: OnsiteFull timeUSD 23.75 - 29.03Function: Customer Success & Account ManagementExperience: 4+ yearsEducation: high_schoolSkills: ["Client communication","Active listening","Problem-solving","Adaptability","Digital technology teaching"]

Build strong client relationships by proactively calling and engaging customers through phone, email, chat, and virtual appointments. Assess customer banking needs, gather and process customer/account information, and educate clients on deposit and loan products. Recommend solutions aligned to each customer’s goals while maintaining a digital-first mindset, using effective communication and continuous learning of policies, tools, and technology platforms.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
U.S. Bancorp
U.S. Bancorp
2 months 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: 27 days agoStatus: Live

Job Summary

Build strong client relationships by proactively calling and engaging customers through phone, email, chat, and virtual appointments. Assess customer banking needs, gather and process customer/account information, and educate clients on deposit and loan products. Recommend solutions aligned to each customer’s goals while maintaining a digital-first mindset, using effective communication and continuous learning of policies, tools, and technology platforms.
Location: Arizona
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Proactively call existing and potential customers to build relationships across multiple channels.
  • •Assess and attend to customers’ banking needs by obtaining and processing customer and account information.
  • •Educate clients on available deposit and loan products and services, recommending solutions based on goals and needs.
  • •Engage clients via phone, email, chat, and virtual or video appointments with a digital-first mindset.
  • •Maintain knowledge of applicable bank and branch policies, procedures, and support systems to provide appropriate recommendations reactively and proactively.

Pay and Benefits

Salary: USD 23.75 - 29.03
Perks:Health InsuranceDentalVision401kPaid LeaveLife InsuranceParental 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 National Mortgage Licensing Service (NMLS) registration under the S.A.F.E. Act of 2008 and Regulation Z, with ongoing compliance requirements.
  • •Effective and confident client communication.
  • •Cash handling experience and strong ability to listen, problem-solve, and make appropriate recommendations aligned to customer needs.
Experience:4+ yearsRetail bankingFinancial services
Education:High School
Skills:Client communicationActive listeningProblem-solvingAdaptabilityDigital technology teaching
Certifications:NMLS registration

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
Glassdoor: 3.8
WebsiteLinkedInGlassdoor