Small Business Specialist 3-4 - Greater Chicago area
About The Position
Responsible for demonstrating excellent customer service in accordance with the U.S. Bank Core Values. Provides comprehensive financial solutions to small businesses with annual revenues between $500K and $2.5 million. Actively deepens existing customer relationships through routine calling and develops new relationship opportunities through business development activities. Combines digital tools with strong human connections to offer solutions to business customers. This job requires outside prospecting and sales activities to grow revenue and achieve the assigned financial targets and growth goals. Other responsibilities include account openings, identifying and opening product solutions and account servicing and maintenance for customers within the segment. Actively develops both internal and external relationships and collaborates with branch partners, centers of influence, clients and other business line partners. Refers clients to Business Banking and/or other U.S. Bancorp areas for additional needs. This active posting is for a Small Business Specialist role: Small Business Specialist 3 and Small Business Specialist 4. Below are the basic qualifications and preferred experience for each level of role. Your level of experience will be reviewed and matched to the appropriate job level when you apply to this posting.
Requirements
- Bachelor's degree, or equivalent work experience
- Typically three or more years of customer service, consultative sales and/or prospecting experience (for Small Business Specialist 3)
- Typically five or more years of customer service, consultative sales and/or prospecting experience (for Small Business Specialist 4)
- 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
- Must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.
Responsibilities
- Demonstrates excellent customer service in accordance with the U.S. Bank Core Values.
- Provides comprehensive financial solutions to small businesses with annual revenues between $500K and $2.5 million.
- Actively deepens existing customer relationships through routine calling.
- Develops new relationship opportunities through business development activities.
- Combines digital tools with strong human connections to offer solutions to business customers.
- Requires outside prospecting and sales activities to grow revenue and achieve assigned financial targets and growth goals.
- Account openings.
- Identifying and opening product solutions.
- Account servicing and maintenance for customers within the segment.
- Actively develops both internal and external relationships.
- Collaborates with branch partners, centers of influence, clients and other business line partners.
- Refers clients to Business Banking and/or other U.S. Bancorp areas for additional needs.
Benefits
- Medical insurance
- Dental insurance
- Vision insurance
- Basic term and optional term life insurance
- Short-term disability
- Long-term disability
- Pregnancy disability leave
- Parental leave
- 401(k)
- 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
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
