Small Business Support Specialist 2 - Tempe, AZ
About The Position
The Small Business Support Specialist provides high-quality client service, operational execution, and lending support to Small Business Relationship Managers and their assigned small business portfolios. The role generally supports clients with annual revenues between $500,000 and $2.5 million, typically not exceeding $5 million, by coordinating account servicing, loan administration, documentation, onboarding, renewals, and issue resolution. It enables relationship managers to focus on relationship management, client deepening, prospecting, and portfolio growth while supporting a consistent, timely, and compliant client experience. This position combines client service, operational, risk, and procedural responsibilities with selected portfolio and credit support activities performed in partnership with relationship managers. It does not own relationship sales goals or serve as the primary banker. The specialist supports lending execution, portfolio discipline, coordination with internal partners, and escalation of opportunities or concerns to the appropriate relationship manager. The role is based in Tempe, Arizona, and is part of a centralized support team serving Small Business Relationship Managers across all regions. It reports to the National Small Business Support Specialist Leader. The position also requires compliance with the U.S. Bank Code of Ethics and applicable anti-money laundering, Bank Secrecy Act, information security, suspicious activity reporting, account opening, lending, documentation, and regulatory requirements, policies, and procedures. The specialist participates in required training and may perform other duties as assigned.
Requirements
- Associate degree or equivalent experience.
- Three to five or more years of related banking, client service, operational support, lending support, or small business banking experience.
Nice To Haves
- Knowledge of small business banking operations, account servicing, lending support processes, documentation requirements, bank products and services, and applicable policies and procedures, gained through training and experience.
- Strong client service, problem-resolution, organization, follow-up, written communication, and interpersonal skills.
- Ability to work effectively with clients, Small Business Relationship Managers, underwriting, portfolio management, operations, branch partners, and other internal business lines.
- Proficiency with department-specific systems and Microsoft Office applications; experience with Salesforce, Fusion, nCino, Hogan, AFS, WebKYC, or similar systems.
- Credit support knowledge, a broader understanding of risk controls and regulatory requirements, greater autonomy, and ability to support more complex client relationships and portfolio activity.
Responsibilities
- Provide centralized client service and operational support for Small Business Relationship Managers and their assigned portfolios.
- Support loan intake, documentation collection, account opening, client onboarding, renewals, exceptions, ticklers, covenants, collateral reporting, and portfolio follow-up.
- Coordinate with underwriting, portfolio management, loan operations, title companies, outside counsel, product partners, branch partners, and other internal teams to advance client requests and clear outstanding conditions.
- Research and help resolve servicing needs, including loan maintenance, overdrafts, payoffs, payments, account maintenance, wire transfer support, and documentation follow-up.
- Maintain accurate and timely information in applicable systems, including Salesforce, Fusion, nCino, Hogan, AFS, WebKYC, and other department-specific tools.
- Support account opening, product implementation, and onboarding for deposits, credit cards, digital access, treasury management referrals, cash management support, and other small business banking solutions.
- Recognize client needs, documentation gaps, operational risks, and relationship-deepening opportunities; escalate them to the appropriate relationship manager or partner.
- Communicate professionally and promptly with clients and internal partners to support product installation, documentation completion, issue resolution, and client satisfaction.
- Participate in client calls, portfolio reviews, pipeline meetings, exception meetings, audit preparation, and operational huddles as needed.
- Contribute to procedural documentation, best-practice sharing, onboarding, training, and team effectiveness.
- Comply with applicable ethics, anti-money laundering, Bank Secrecy Act, information security, suspicious activity reporting, account opening, lending, documentation, and regulatory requirements and procedures.
- Participate in required corporate and business-line training and follow account opening, documentation, and suspicious activity referral procedures.
- Perform other duties as assigned.
Benefits
- Healthcare coverage, including medical, dental, and 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 of 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
- 401(k) contribution and pension, subject to eligibility requirements
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
