Small Business Specialist 3 - Cupertino, CA

U.S. Bank National Association • Cupertino, CA

13d • $38 - $46 • Onsite

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 role requires working from a U.S. Bank location five (5) days per week. This position also requires two or more 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
• 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.

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

• 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.
• Engages in outside prospecting and sales activities to grow revenue and achieve assigned financial targets and growth goals.
• Opens accounts.
• Identifies and opens product solutions.
• Provides 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, 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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level