Phoenix, AZ Part Time 1 week ago

At U.S. Bank, we're passionate about helping customers and the communities where we live and work. The fifth-largest bank in the United States, we’re one of the country's most respected, innovative and successful financial institutions. 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.

Job Description

The responsibilities of this role are as follows:

  • Build relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually to provide the best possible counsel while adapting a digital first mindset.

  • Build trust with clients by assessing and attending to customers’ banking needs, obtaining and processing customer and account information, demonstrating and educating clients on available deposit and loan products and services, and recommending solutions based on each customer’s unique goals and needs.

  • Conduct proactive outreach and follow up, ask questions and learn about their financial needs, and banking channel 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.

  • Provide a consistent optimal client experience, including greeting clients and processing basic transactions.

  • Develop collaborative partnerships with branch team members and partners to best serve clients.

  • Open new consumer and business accounts, complete service requests and submit credit applications.

  • 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.

Basic Qualifications
  • High school diploma or equivalent
  • Three to four years of customer service experience
  • Three to four years of sales experience

Preferred Skills/Experience
  • Proven ability to build and foster relationships with clients through proactive outreach and follow up
  • Ability to effectively engage and communicate with clients
  • Thorough knowledge of applicable bank and branch policies, procedures and support systems
  • Proven customer service and interpersonal skills
- - Experience with using and demonstrating digital products and self-service technologies
  • Ability to explore and identify a customer’s true needs while leveraging a digital first mindset
  • Demonstrated basic level of proficiency in making appropriate recommendations that meet customer’s needs both reactively and proactively
  • Experience in the financial services industry preferred

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 .

Take care of yourself and your family with U.S. Bank employee benefits. We know that healthy employees are happy employees, and we believe that work/life balance should be easy to achieve. That's why we share the cost of benefits and offer a variety of programs, resources and support you need to bring your full self to work and stay present and committed to the people who matter most - your family.

Learn all about U.S. Bank employee benefits, including tuition reimbursement, retirement plans and more, by visiting .

EEO is the Law
Applicants can learn more about the company’s status as an equal opportunity employer by viewing the federal EEO is the Law poster.


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 .

Due to legal requirements, U.S. Bank requires that the successful candidate hired for some positions be fully-vaccinated for COVID-19, absent being granted an accommodation due to a medical condition, pregnancy, or sincerely held religious belief or other legally required exemption. For these positions, as part of the conditional offer of employment, the successful candidate will be asked to provide proof of vaccination or approval for an accommodation or exemption upon hire.

  • Company:
    U.S. Bank
  • Job Type:
  • Posting Date:
    13th May 2022
  • Valid through:
    13th Jun 2022
  • Location:
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