Financial Sales - Inbound Banker

March 15

🌵 Arizona – Remote

Although this job is listed in Arizona, this company may be open to hiring remote in other states.

🌾 North Dakota – Remote

Although this job is listed in North Dakota, this company may be open to hiring remote in other states.

+2 more states

🌵 Arizona – Remote 🌾 North Dakota – Remote 🏈 Ohio – Remote ❄️ Minnesota – Remote

💵 $20 - $24 / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

💸 Financial Planning and Analysis

🚫👨‍🎓 No degree required

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U.S. Bank

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U. S. Bank is a major financial services institution headquartered in the United States, providing a wide range of banking and financial products to individuals and businesses. The bank offers services in retail banking, corporate banking, wealth management, credit underwriting, and investment management. With a commitment to diversity, equity, and inclusion, U. S. Bank emphasizes the importance of culture and values, offering career growth opportunities and supporting the health and wellness of its employees. U. S. Bank engages with communities and provides educational resources to enhance financial literacy. As a member of the FDIC, it ensures the security of its deposit products, although investment and insurance products are not FDIC insured and may lose value.

Asset-based lending • Commercial lending • Custody services • Equipment financing • Foreign exchange

10,000+ employees

Founded 1863

🏦 Banking

💸 Finance

💳 Fintech

📋 Description

• Offers products and services for U.S. Financial Sales primarily via inbound calls to existing and prospective customers in a centralized call center environment. • Responds to incoming or makes out-going calls to customers and potential customers. • Discusses and assesses a wide range of personal financial needs and recommends and offers products or services that meet or exceed the customer’s needs. • Products include but are not limited to; installment loans and credit products, checking and savings products, certificates of deposit, IRAs, annuities, credit cards, etc. • Develops customer profiles for other specialized products such as trust, investments, etc. and sends profile to appropriate product line support for follow-up sales calls. • Provides customer service responding to questions about accounts and resolving various problems and processing errors. • Interfaces with other sales staff and ensures referrals are responded to in a timely manner. • Under general supervision utilizes creativity and applies a broad level of knowledge of principals, practices and procedures in order to effectively sell retail financial products and services. • Handles incoming calls with intent of providing customer satisfaction and retention. • Selling is the primary function of this position. Typically closes sale. • Requires an extensive knowledge of all retail products and services, rates, terms, fees and applicable regulations. • Calls are predominantly non-routine and require deviation from standard screens, scripts and procedures. • Handles situations which may require adaptation of response according to customer response. Often assesses needs and suggests and promotes alternative products and services.

🎯 Requirements

• 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 • Has a high school diploma or equivalent and two to four years or more of related experience • Requires Current insurance license • Excellent telephone and interpersonal skills • Strong detailed knowledge of retail financial products and services, as well as the company’s philosophy and policies regarding these products and services • Effective selling and referral skills • Good knowledge of systems and procedures • Proven commitment to high quality customer service • Good time management skills to maximize the number of clients that can be assisted while maintaining a high level of customer service • Strong verbal communication skills

🏖️ Benefits

• 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