Small Business Relationship Banker - Rohnert Park, CA
About The Position
The Small Business Relationship Banker demonstrates excellent customer service in accordance with U.S. Bank Core Values and provides comprehensive financial solutions to small businesses with annual revenues between $500,000 and $2.5 million. The role deepens existing customer relationships through routine calling and develops new relationships through business development and outside prospecting. It combines digital tools with personal service to meet business customers’ needs and is accountable for revenue, financial targets, and growth goals. The position also handles account openings, identifies and opens product solutions, and provides account servicing and maintenance. The banker develops internal and external relationships and collaborates with branch partners, centers of influence, clients, and other business-line partners, referring clients to Business Banking or other U.S. Bancorp areas when appropriate. The role requires working from a U.S. Bank location for all scheduled workdays and at least two hours of driving per week.
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.
- At least two hours of driving per week.
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, including the 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 and outside prospecting.
- Use digital tools and personal connections to offer solutions to business customers.
- Grow revenue and achieve assigned financial targets and growth goals.
- Open accounts, identify and open product solutions, and provide account servicing and maintenance.
- 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 coverage.
- Pregnancy disability and parental leave.
- 401(k) and employer-funded retirement plan.
- Paid vacation of 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, 401(k) contribution, and pension, subject to eligibility requirements.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
