Small Business Specialist 3 - Cupertino, CA
About The Position
The Small Business Specialist 3 at U.S. Bank is responsible for delivering excellent customer service and providing comprehensive financial solutions to small businesses with annual revenues between $500K and $2.5 million. This role involves actively deepening existing customer relationships through routine calling and developing new relationship opportunities through business development activities. The specialist will combine digital tools with strong human connections to offer solutions to business customers. The position requires outside prospecting and sales activities to grow revenue and achieve assigned financial targets and growth goals. Key duties also include account openings, identifying and opening product solutions, and account servicing and maintenance for customers within the segment. The specialist is expected to actively develop both internal and external relationships, collaborating with branch partners, centers of influence, clients, and other business line partners, and referring clients to Business Banking and/or other U.S. Bancorp areas for additional needs.
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/relations, and community relations
- Basic knowledge of cash flow management and business credit underwriting
- Effective written and verbal communication skills and can convey business recommendations in an effective manner
Responsibilities
- Demonstrating excellent customer service in accordance with the U.S. Bank Core Values
- Providing comprehensive financial solutions to small businesses with annual revenues between $500K and $2.5 million
- Actively deepening existing customer relationships through routine calling
- Developing new relationship opportunities through business development activities
- Combining digital tools with strong human connections to offer solutions to business customers
- Performing outside prospecting and sales activities to grow revenue and achieve assigned financial targets and growth goals
- Handling account openings
- Identifying and opening product solutions
- Performing account servicing and maintenance for customers within the segment
- Actively developing both internal and external relationships
- Collaborating with branch partners, centers of influence, clients and other business line partners
- Referring clients to Business Banking and/or other U.S. Bancorp areas for additional needs
Benefits
- Healthcare (medical, dental, vision)
- 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 worked, up to 80 hours per calendar year unless otherwise provided by law
- Incentive and recognition programs
- Equity stock purchase
- Pension
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
