Virtual Payments Specialist
We are seeking a results-driven Virtual Payments Specialist to support small business clients (up to $2.5MM in annual revenue) through virtual engagement and collaboration with our branch network. This role is responsible for identifying payment solution opportunities, upselling into our Business Essentials suite, and serving as an overflow resource for branch referrals. The ideal candidate is proactive, tech-savvy, and thrives in a fast-paced, customer-focused environment. Must live in Tempe / Phoenix AZ.
Key Responsibilities :
- Client Engagement & Sales : Conduct outbound calls to prospective and existing small business clients to uncover payment needs and recommend tailored solutions. Respond to inbound inquiries and referrals from the branch network, providing timely and consultative support. Upsell products to our Business Essentials customers. Identify and overcome objections and execute follow-up actions. Demonstrate high motivation, integrity, and competence to work in a fast-paced team environment.
- Branch Overflow Support : Act as a virtual extension of branch teams by managing overflow referrals and ensuring seamless handoffs. Partner with branch staff to deliver consistent and high-quality customer experience.
- Sales Process & CRM Management : Maintain accurate records of all customer interactions, sales activities, and pipeline updates in the CRM system. Meet or exceed monthly sales goals, call activity targets, and customer satisfaction metrics. Provide feedback to leadership on customer trends, product performance, and process improvements.
Key Qualifications :
2+ years of experience in sales, payments, or financial servicespreferably in a virtual or hybrid environment.Strong understanding of small business needs and digital payment solutions.Excellent communication skills, both verbal and written.Comfortable making outbound calls and handling inbound inquiries in a high-volume setting.Proficient in CRM systemsBasic Qualifications :
Bachelor's degree, or equivalent work experienceTypically two to three years of relevant experiencePreferred Qualifications :
Experience working with businesses under $2.5MM in revenue.Background in merchant services, business banking, or fintech.Bilingual (Spanish / English) is a plus.Location Expectations :
This role offers a hybrid / flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days.
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.
Our benefits include the following (some may vary based on role, location or hours) :
Healthcare (medical, dental, vision)Basic term and optional term life insuranceShort-term and long-term disabilityPregnancy disability and parental leave401(k) and employer-funded retirement planPaid vacation (from two to five weeks depending on salary grade and tenure)Up to 11 paid holiday opportunitiesAdoption assistanceSick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by lawU.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.
U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program.