Small Business Specialist 3 - Beaverton, OR
About The Position
The Small Business Specialist 3 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 calls and develops new relationships through business development, outside prospecting, and sales activities. It combines digital tools with personal customer connections to offer business customers appropriate solutions and achieve assigned financial targets and growth goals. Responsibilities also include opening accounts, identifying and opening product solutions, and providing account servicing and maintenance. The specialist 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 other U.S. Bancorp areas when they have additional needs. It requires working from a U.S. Bank location five days 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 five days 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 activities.
- Conduct outside prospecting and sales activities to grow revenue and achieve assigned financial targets and growth goals.
- Combine digital tools with personal customer connections to offer solutions to business customers.
- 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
- Medical, dental, and vision healthcare
- 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 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
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
