Small Business Relationship Banker I - San Leandro, CA - Bayfair

U.S. Bank•San Leandro, CA

1d•Onsite

About The Position

Responsible for demonstrating excellent customer service in accordance with U.S. Bank Core Values and providing comprehensive financial solutions to small businesses with annual revenues between $500,000 and $2.5 million. The banker deepens existing customer relationships through routine calling and develops new opportunities through business development and outside prospecting and sales activities, with the goal of achieving assigned financial targets and growth goals. The role combines digital tools with personal connections to offer solutions to business customers. Additional work includes opening accounts, identifying and opening product solutions, and servicing and maintaining customer accounts. The banker develops internal and external relationships and collaborates with branch partners, centers of influence, clients, and other business line partners. The role refers clients to Business Banking and/or other U.S. Bancorp areas to address additional needs. This position works from a U.S. Bank location for all scheduled workdays and requires two or more hours of driving per week. Compensation includes base pay and eligibility for incentives based on production under the applicable incentive plan.

Requirements

Bachelor's degree or equivalent work experience.
Typically three or more years of customer service, consultative sales, and/or prospecting experience.
Work from a U.S. Bank location for all scheduled workdays.
Two or more hours of driving per week.
Ability to comply with U.S. Bank policies and procedures, including its Code of Ethics and Business Conduct and related workplace conduct and safety policies.

Nice To Haves

Comprehensive knowledge of applicable bank and branch policies, procedures, and support systems.
Understanding of banking operations, product knowledge, sales, new business development, customer service and relations, and community relations.
Basic knowledge of cash flow management and business credit underwriting.
Effective written and verbal communication skills and ability to convey business recommendations effectively.

Responsibilities

Demonstrate excellent customer service in accordance with U.S. Bank Core Values.
Provide comprehensive financial solutions to small businesses with annual revenues between $500,000 and $2.5 million.
Deepen existing customer relationships through routine calling.
Develop new relationship opportunities through business development activities.
Conduct outside prospecting and sales activities to grow revenue and achieve assigned financial targets and growth goals.
Use digital tools and human connections to offer solutions to business customers.
Open accounts and identify and open product solutions.
Service and maintain customer accounts within the segment.
Develop internal and external relationships and collaborate with branch partners, centers of influence, clients, and other business line partners.
Refer clients to Business Banking and/or other U.S. Bancorp areas for additional needs.

Benefits

Healthcare coverage, including medical, dental, and vision.
Basic term and optional term life insurance.
Short-term and long-term disability insurance.
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 hours worked, up to 80 hours per calendar year unless otherwise provided by law.
Incentive and recognition programs.
Equity stock purchase and 401(k) contribution and pension, subject to eligibility requirements.