Small Business Connect Specialist (Phone Banker) Tempe AZ

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

The Small Business Connect Specialist delivers exceptional customer service aligned with U.S. Bank Core Values while providing comprehensive financial solutions to small business clients with annual revenues up to $2.5 million. This role focuses on driving growth through proactive outbound calling, supporting branch-based small business clients, and leveraging digital tools to build strong, trusted relationships. Responsibilities include identifying customer needs, opening and servicing accounts, recommending appropriate product solutions, and achieving assigned sales, revenue, and growth goals. The Specialist actively collaborates with branch partners, and internal business lines to generate referral opportunities and refers clients to Business Banking or other U.S. Bancorp partners as additional needs are identified. This is a hybrid role operating in a call-center environment with no in-person customer interaction. The position requires working three days per week at the assigned call center location.

Basic Qualifications

• Requires National Mortgage Licensing Service (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z and ongoing compliance with all legal or regulatory registration requirements, including, but not limited to maintaining a satisfactory criminal and credit record

• Typically has a Bachelor’s degree or equivalent work experience

• Five or more years of customer service, sales and/or prospecting experience

Preferred Skills/Experience

• Comprehensive knowledge of applicable bank and branch policies, procedures and support systems

• Comprehensive knowledge of cash flow management and business credit underwriting and demonstrates the ability to confidently communicate with underwriters

• Demonstrates excellent customer service in accordance with the U.S. Bank Core Values and provides comprehensive financial solutions to small businesses with annual revenues less than $2.5 million

• Demonstrates strong written and verbal communication skills and can convey business recommendation in an effective manner

• Understanding of banking operations, product knowledge, sales, new business development, customer service/relations, and community relations

• High volume outbound call / call center

Shift - 11:30 am - 8:00 pm MT

Location expectations

This role requires working from a U.S. Bank location three (3) or more days per week.

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:

• 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

Review our full benefits available by employment status here.

U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.

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: $30.76 - 37.60

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.

Posting may be closed earlier due to high volume of applicants.