Small Business Connect Specialist (Phone Banker) Tempe AZ

About the role

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. This is a hybrid role operating in a call-center environment with no in-person customer interaction.

Responsibilities

• Identify customer needs and open and service accounts
• Recommend appropriate product solutions to small business clients
• Achieve assigned sales, revenue, and growth goals
• Actively collaborate with branch partners and internal business lines to generate referral opportunities
• Refer clients to Business Banking or other U.S. Bancorp partners as additional needs are identified

Requirements

• National Mortgage Licensing Service (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z, including ongoing compliance with all legal or regulatory registration requirements (e.g., maintaining a satisfactory criminal and credit record)
• Bachelor’s degree or equivalent work experience
• Five or more years of customer service, sales, and/or prospecting experience
• Work three days per week at the assigned call center location

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; ability to confidently communicate with underwriters
• Excellent customer service in accordance with U.S. Bank Core Values, providing comprehensive financial solutions to small businesses with annual revenues less than $2.5 million
• Strong written and verbal communication skills; ability to convey business recommendations effectively
• Understanding of banking operations, product knowledge, sales, new business development, customer service/relations, and community relations
• Experience with high-volume outbound calls in a call center environment

Schedule

• Shift: 11:30 am - 8:00 pm MT
• Hybrid role requiring on-site work at a U.S. Bank location three or more days per week

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

Pay

The salary range for this role is $30.76 - $37.60 per hour, reflecting figures based on the primary location. Actual range 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, and 401(k) contribution and pension (all benefits are subject to eligibility requirements).