Account Review Specialist

Job Description

Establishes and maintains great working relationships with assigned business accounts, serving as the main day‑to‑day contact between program administrators or relationship managers. Answers, researches, and resolves operational problems experienced by the customer utilizing the Consultative Account Management approach with every client interaction.

Focuses on being a strategic resource by assisting with delinquency management, client systems and program implementations; promotes standards with clients and processes by exiting paper reports or other non‑efficient program management techniques and facilitating the adoption of electronic and web‑based solutions.

Lifts quality through identifying and reporting issues and maintaining an accurate accounting of assigned portfolio specifics.

Maintains high service satisfaction by following up on client inquiries, providing training, and providing updates. Coordinates and interacts with internal teams and individuals to ensure high levels of service delivery. Extremely high client facing position where duties involving customer contact performed primarily through telephone or email communication methods.

Answer, research, and resolve operational problems for customers using a consultative account management approach, assist with delinquency management, and support program implementations and technology adoption.

• High school diploma or equivalent.
• Typically three to five years of customer service experience.

• Effective verbal, written, and interpersonal communication skills.
• Proven customer service/relations skills, including dealing effectively, tactfully, and knowledgeably with customers and non‑customers in handling complaints, problems, and general inquiries.
• Effective telephone skills, including listening and demonstrating courtesy, empathy, and accuracy.
• Thorough knowledge of all relevant operational processes and procedures and company products and services.
• Proficient in and able to navigate all relevant computer systems to pull reports, shadow clients, and troubleshoot technical issues.
• Ability to perform interest calculations and account adjustments.
• Strong analytical and problem‑solving skills.
• Ability to manage multiple tasks/projects and deadlines simultaneously.

• 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 accrual of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

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, veteran status, or other factors protected under applicable law.

Pay Range: $20.87 - $27.84 per hour.