Financial Sales - Inbound Banker - Remote

Overview

The Financial Sales - Inbound Banker position at U.S. Bank involves assisting customers with their financial needs through inbound calls, providing product recommendations, and ensuring customer satisfaction.

In Short

• Offers financial products via inbound calls.
• Responds to customer inquiries and assesses financial needs.
• Recommends products such as loans, credit cards, and savings accounts.
• Develops customer profiles for specialized products.
• Provides customer service and resolves account issues.
• Requires NMLS registration and insurance license.
• Excellent telephone and interpersonal skills are essential.
• Focus on customer satisfaction and retention.
• Handles non-routine calls requiring creative responses.
• Adheres to compliance and regulatory requirements.

Requirements

• High school diploma or equivalent.
• 2-4 years of related experience.
• Current insurance license preferred.
• Strong knowledge of retail financial products.
• Effective selling and referral skills.
• Good time management skills.
• Strong verbal communication skills.
• Commitment to high quality customer service.
• Ability to adapt responses based on customer interactions.
• Knowledge of systems and procedures.

Benefits

• Healthcare (medical, dental, vision).
• Life insurance options.
• Short-term and long-term disability coverage.
• 401(k) and employer-funded retirement plan.
• Paid vacation and holidays.
• Adoption assistance.
• Sick and Safe Leave accruals.
• Comprehensive benefits package.
• Incentive and recognition programs.
• Equity stock purchase options.