Small Business Specialist 3 - Beaumont, CA

U.S. Bancorp
California
Workplace: OnsiteFull timeUSD 33.01 - 40.35Function: Administration & Executive AssistanceExperience: 3+ yearsEducation: bachelorsSkills: ["Customer service","Communication","Relationship building","Consultative selling"]

Provide comprehensive financial solutions to small business customers, building and deepening relationships through proactive outreach and outside prospecting. Combine digital tools with hands-on consulting to drive revenue growth and achieve financial targets. Open accounts and identify appropriate product solutions, maintaining customer servicing and collaborating with branch partners, centers of influence, and other business stakeholders. Refer clients to additional banking areas as needed.

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

Small Business Specialist 3 - Beaumont, CA

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

Job Summary

Provide comprehensive financial solutions to small business customers, building and deepening relationships through proactive outreach and outside prospecting. Combine digital tools with hands-on consulting to drive revenue growth and achieve financial targets. Open accounts and identify appropriate product solutions, maintaining customer servicing and collaborating with branch partners, centers of influence, and other business stakeholders. Refer clients to additional banking areas as needed.
Location: California
Workplace: Onsite
Employment Type: Full time
Job Function: Administration & Executive Assistance
Seniority: Mid level

Key Responsibilities

  • •Demonstrate excellent customer service aligned with U.S. Bank Core Values.
  • •Provide comprehensive financial solutions to small businesses and deepen existing customer relationships through routine calling.
  • •Develop new business opportunities via outside prospecting and sales activities to achieve assigned targets and growth goals.
  • •Open accounts, identify and open product solutions, and perform account servicing and maintenance within the segment.
  • •Collaborate with branch partners, centers of influence, clients, and other business line partners; refer clients to Business Banking and other U.S. Bancorp areas for additional needs.

Pay and Benefits

Salary: USD 33.01 - 40.35
Perks:Health Insurance401k

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.
  • •Basic knowledge of cash flow management and business credit underwriting.
  • •Effective written and verbal communication skills to convey business recommendations.
Experience:3+ yearsBankingSmall businessCustomer serviceConsultative sales
Education:Bachelor's
Skills:Customer serviceCommunicationRelationship buildingConsultative selling

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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