Small Business Specialist 3 - South End Office

U.S. BankCharlotte, NC
$31 - $38Onsite

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 position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z. You will be subject to the required registration process, which includes a criminal background and credit check. Failure to meet or maintain any of the NMLS registration requirements, including maintaining a satisfactory criminal and credit record, may result in a rescission of your offer or termination of employment.

Requirements

  • Bachelor's degree, or equivalent work experience
  • Typically three or more years of customer service, consultative sales and/or prospecting experience
  • National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z.
  • Must pass a criminal background and credit check for NMLS registration.
  • Must maintain a satisfactory criminal and credit record to meet NMLS registration requirements.

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.
  • Performs account openings.
  • Identifies and opens product solutions.
  • Provides account servicing and maintenance for customers within the segment.
  • 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 and 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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