Small Business Specialist 3 - Oceanside, CA

U.S. Bancorp
United States
Workplace: OnsiteFull timeUSD 35.05 - 42.83Function: Administration & Executive AssistanceExperience: 3+ yearsEducation: bachelorsSkills: ["Customer service","Consultative sales","Written communication","Verbal communication","Relationship development"]

Provide consultative financial solutions to small business customers and manage growth targets for accounts with $500K–$2.5M in annual revenue. Deepen existing relationships through routine calling, pursue new opportunities via outside prospecting and business development, and open/maintain accounts and product solutions. Collaborate with branch partners, centers of influence, and other business line teams, and refer clients to additional business banking needs as required.

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FursaFursa
U.S. Bancorp
U.S. Bancorp
1 week ago

Small Business Specialist 3 - Oceanside, CA

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Source: Company careers pageValidated by: Fursa AI
Last checked: 7 hours agoStatus: Live

Job Summary

Provide consultative financial solutions to small business customers and manage growth targets for accounts with $500K–$2.5M in annual revenue. Deepen existing relationships through routine calling, pursue new opportunities via outside prospecting and business development, and open/maintain accounts and product solutions. Collaborate with branch partners, centers of influence, and other business line teams, and refer clients to additional business banking needs as required.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Administration & Executive Assistance
Seniority: Mid level

Key Responsibilities

  • •Demonstrate excellent customer service in accordance with U.S. Bank Core Values.
  • •Provide comprehensive financial solutions to small businesses and achieve assigned financial targets and growth goals.
  • •Deepen existing customer relationships through routine calling and develop new opportunities via business development and outside prospecting.
  • •Open accounts, identify and open product solutions, and perform account servicing and maintenance for customers within the segment.
  • •Develop internal/external relationships and collaborate with branch partners and other business line partners; refer clients to Business Banking and/or other areas for additional needs.

Pay and Benefits

Salary: USD 35.05 - 42.83
Perks:Health InsuranceDentalVisionLife InsuranceDisabilityPaid LeavePaid Holidays401kRetirementParental LeaveAdoption 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.
Experience:3+ years
Education:Bachelor's
Skills:Customer serviceConsultative salesWritten communicationVerbal communicationRelationship development

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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