Small Business Specialist 3 - Driggs, ID
About The Position
At U.S. Bank, the Small Business Specialist 3 demonstrates excellent customer service in accordance with the bank’s Core Values and provides comprehensive financial solutions to small businesses with annual revenues between $500,000 and $2.5 million. The specialist deepens existing customer relationships through routine calling and develops new relationships through business development. The role combines digital tools with human connections to offer solutions to business customers and includes outside prospecting and sales to grow revenue and meet assigned financial targets and growth goals. Other duties include opening accounts, identifying and opening product solutions, and servicing and maintaining customer accounts within the segment. The specialist develops internal and external relationships and collaborates with branch partners, centers of influence, clients, and other business-line partners. The role also refers clients to Business Banking and other U.S. Bancorp areas to address additional needs. The position requires working from a U.S. Bank location five days per week. Total compensation includes base compensation 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.
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
- Provide 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.
- Use digital tools and human connections to provide solutions to business customers.
- Conduct outside prospecting and sales activities to grow revenue and achieve assigned financial targets and growth goals.
- Open accounts and identify and open product solutions.
- Service and maintain accounts for customers 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 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.
- Pension, subject to eligibility requirements.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
