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UB
U.S. Bank National Association
Digital Activation Outbound Specialist
Career Insights for Personal Banker
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Based on Colorado data
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What they do
A Personal Banker works for a bank to sell bank services to individual clients. Promotes different account options, loans or other services to customers that have assets or deposits in that bank.
$71,175 / year median in Colorado
-4% projected decline
Job Description
Digital Activation Outbound Specialist U.S. Bank National Association - 3.5 Denver, CO Job Details Full-time $75,905 - $98,230 a year 1 hour ago Benefits Paid holidays Disability insurance Health insurance Dental insurance 401(k) Adoption assistance Parental leave Vision insurance Life insurance Qualifications Managing customer accounts Financial sales Phone communication Promoting bank products Mid-level Incident Escalation Post-sales issue resolution Lead Conversion Managing clients in a customer support role Project management Bachelor's degree Managing clients in a finance role Decision making Conflict management Initial Contact (sales skills) Assisting with digital banking services Application support 1 year Account management Leadership Financial acumen Customer interaction during outreach Communication skills Promoting bank services Sales follow-up Account opening Bill payment support Client interaction via phone calls Full Job Description 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 Job Description Working from an assigned lead queue, the Outbound Specialist places timely calls at key points in the client lifecycle, guides clients through account setup and digital enrollment, and resolves or escalates issues that create friction. This is an individual-contributor role that partners closely with bankers, product, and operations teams. Successful candidates are confident on the phone, resilient in an outbound calling environment, and motivated by measurable outcomes such as contact rate, funding, and digital banking tools adoption. Key Responsibilities Exercise judgment and make decisions that have positive operational impacts on the business line. Conduct proactive outbound outreach to assigned clients, maintaining a disciplined call cadence, follow-up, and accurate documentation. Drive core onboarding outcomes, including account funding, online banking enrollment, debit card activation, and bill pay or money movement setup. Assist with the resolution of client issues or Banker questions, leveraging applicable tools to resolve or escalate to the appropriate support channel. Identify client needs and refer opportunities to bankers and partner teams for follow-up. Interact with clients and other departments to ensure successful client outcomes, communicating to the client as appropriate. Basic Qualifications Bachelor's degree, or equivalent work experience One to four years of client management, outbound sales, or contact center experience Preferred Skills & Experiences Working knowledge of business banking and money movement products, or the ability to ramp quickly Proven outbound calling experience with consistent performance against contact and conversion goals Detailed knowledge of business, financials, products and services, and the market Strong problem-solving skills and comfort navigating multiple digital banking systems Basic knowledge of account management, project management, operations, and logistics Ability to manage high call volume, multiple tasks, projects, and deadlines simultaneously Proven customer service and client relations skills, including situational leadership and dispute or conflict resolution Strong presentation, interpersonal, verbal, and written communication skills 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.