Small Business Connect Specialist (Tempe AZ) Call Center 30 hours

Other Jobs To Apply

About the position

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.

Responsibilities

  • delivering exceptional customer service aligned with U.S. Bank Core Values
  • providing comprehensive financial solutions to small business clients with annual revenues up to \$2.5 million
  • driving growth through proactive outbound calling
  • supporting branch‑based small business clients
  • leveraging digital tools to build strong, trusted relationships
  • identifying customer needs
  • opening and servicing accounts
  • recommending appropriate product solutions
  • achieving assigned sales, revenue, and growth goals
  • actively collaborates with branch partners, and internal business lines to generate referral opportunities
  • refers clients to Business Banking or other U.S. Bancorp partners as additional needs are identified

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
  • Typically has a Bachelor’s degree or equivalent work experience
  • Five or more years of customer service, sales and/or prospecting experience

Nice-to-haves

  • 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 Call Volume / Call Center experience

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
Back to blog

Common Interview Questions And Answers

1. HOW DO YOU PLAN YOUR DAY?

This is what this question poses: When do you focus and start working seriously? What are the hours you work optimally? Are you a night owl? A morning bird? Remote teams can be made up of people working on different shifts and around the world, so you won't necessarily be stuck in the 9-5 schedule if it's not for you...

2. HOW DO YOU USE THE DIFFERENT COMMUNICATION TOOLS IN DIFFERENT SITUATIONS?

When you're working on a remote team, there's no way to chat in the hallway between meetings or catch up on the latest project during an office carpool. Therefore, virtual communication will be absolutely essential to get your work done...

3. WHAT IS "WORKING REMOTE" REALLY FOR YOU?

Many people want to work remotely because of the flexibility it allows. You can work anywhere and at any time of the day...

4. WHAT DO YOU NEED IN YOUR PHYSICAL WORKSPACE TO SUCCEED IN YOUR WORK?

With this question, companies are looking to see what equipment they may need to provide you with and to verify how aware you are of what remote working could mean for you physically and logistically...

5. HOW DO YOU PROCESS INFORMATION?

Several years ago, I was working in a team to plan a big event. My supervisor made us all work as a team before the big day. One of our activities has been to find out how each of us processes information...

6. HOW DO YOU MANAGE THE CALENDAR AND THE PROGRAM? WHICH APPLICATIONS / SYSTEM DO YOU USE?

Or you may receive even more specific questions, such as: What's on your calendar? Do you plan blocks of time to do certain types of work? Do you have an open calendar that everyone can see?...

7. HOW DO YOU ORGANIZE FILES, LINKS, AND TABS ON YOUR COMPUTER?

Just like your schedule, how you track files and other information is very important. After all, everything is digital!...

8. HOW TO PRIORITIZE WORK?

The day I watched Marie Forleo's film separating the important from the urgent, my life changed. Not all remote jobs start fast, but most of them are...

9. HOW DO YOU PREPARE FOR A MEETING AND PREPARE A MEETING? WHAT DO YOU SEE HAPPENING DURING THE MEETING?

Just as communication is essential when working remotely, so is organization. Because you won't have those opportunities in the elevator or a casual conversation in the lunchroom, you should take advantage of the little time you have in a video or phone conference...

10. HOW DO YOU USE TECHNOLOGY ON A DAILY BASIS, IN YOUR WORK AND FOR YOUR PLEASURE?

This is a great question because it shows your comfort level with technology, which is very important for a remote worker because you will be working with technology over time...