Small Business Specialist 3 - San Bernardino, CA

U.S. Bancorp
United States
Workplace: OnsiteFull timeUSD 33.01 - 40.35Function: Healthcare (Clinical, Medical, Wellness)Experience: 3+ yearsEducation: bachelorsSkills: ["Customer service","Communication","Relationship building","Prospecting","Business recommendations"]

Provide excellent customer service while delivering comprehensive financial solutions to small businesses with $500K–$2.5M annual revenues. Deepen existing relationships through routine calling and grow new opportunities through outside prospecting and sales activities to meet revenue and growth targets. Open accounts, identify and set up product solutions, maintain servicing, and collaborate with internal partners. Refer customers to other Business Banking areas when additional needs arise.

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FursaFursa
U.S. Bancorp
U.S. Bancorp
2 days ago

Small Business Specialist 3 - San Bernardino, CA

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Source: Company careers pageValidated by: Fursa AI
Last checked: 20 hours agoStatus: Live

Job Summary

Provide excellent customer service while delivering comprehensive financial solutions to small businesses with $500K–$2.5M annual revenues. Deepen existing relationships through routine calling and grow new opportunities through outside prospecting and sales activities to meet revenue and growth targets. Open accounts, identify and set up product solutions, maintain servicing, and collaborate with internal partners. Refer customers to other Business Banking areas when additional needs arise.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Healthcare (Clinical, Medical, Wellness)
Seniority: Mid level

Key Responsibilities

  • •Demonstrate excellent customer service aligned with U.S. Bank Core Values.
  • •Provide comprehensive financial solutions to small business customers in the assigned revenue segment.
  • •Deepen existing relationships through routine calling and generate new opportunities through business development and outside prospecting.
  • •Open accounts, identify and open product solutions, and service and maintain customer accounts.
  • •Collaborate with branch partners and other business line partners, and refer clients to Business Banking/other U.S. Bancorp areas as needed.

Pay and Benefits

Salary: USD 33.01 - 40.35
Perks:Health InsuranceDentalVisionLife InsuranceLong-term Disability401kPaid LeavePaid HolidaysAdoption Assistance

Key Requirements

  • •Bachelor's degree, or equivalent work experience.
  • •Typically 3+ years of customer service, consultative sales, and/or prospecting experience.
  • •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, with strong written and verbal communication skills.
Experience:3+ yearsBankingSmall businessCustomer serviceConsultative salesProspecting
Education:Bachelor's
Skills:Customer serviceCommunicationRelationship buildingProspectingBusiness recommendations

Company Brief

U.S. Bancorp
U.S. Bancorp is the parent company of U.S. Bank, providing consumer, business, and institutional banking services including lending, payments, treasury management, wealth management, and merchant solutions across the United States.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Minneapolis, United States
Founded: 1863
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