Digital Activation Outbound Specialist
Listed on 2026-08-29
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Finance & Banking
Banking & Finance, Bank Customer Service
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.
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 lift 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.
- Bachelor's degree, or equivalent work experience
- One to four years of client management, outbound sales, or contact center experience
- 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.
Benefits:Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following:
- 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
Review our full benefits available by employment status here.
U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.
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