Small Business Specialist 3 - Point Loma, CA

U.S. Bancorp
San Diego
Workplace: OnsiteFull time35.05 - 42.83Function: Product ManagementEducation: bachelorsSkills: ["Customer service","Consultative selling","Business communication","Relationship building","Prospecting"]

Provide comprehensive financial solutions to small business customers, ranging from $500K to $2.5M in annual revenue. Strengthen and grow customer relationships through routine calling and outside prospecting, partnering with branch teams and other internal stakeholders. Open and service accounts, identify and implement product solutions, and refer clients to Business Banking and other U.S. Bancorp areas when additional needs arise, while working from a U.S. Bank location five days per week.

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FursaFursa
U.S. Bancorp
U.S. Bancorp
5 days ago

Small Business Specialist 3 - Point Loma, CA

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Source: Company careers pageValidated by: Fursa AI
Last checked: 19 hours agoStatus: Live

Job Summary

Provide comprehensive financial solutions to small business customers, ranging from $500K to $2.5M in annual revenue. Strengthen and grow customer relationships through routine calling and outside prospecting, partnering with branch teams and other internal stakeholders. Open and service accounts, identify and implement product solutions, and refer clients to Business Banking and other U.S. Bancorp areas when additional needs arise, while working from a U.S. Bank location five days per week.
Location: San Diego
Workplace: Onsite
Employment Type: Full time
Job Function: Product Management
Seniority: Mid level

Key Responsibilities

  • •Demonstrate excellent customer service aligned with U.S. Bank Core Values.
  • •Provide financial solutions to small businesses and deepen existing relationships through routine calling.
  • •Conduct outside prospecting and sales activities to grow revenue and meet financial targets and growth goals.
  • •Open accounts and identify, open, and service product solutions for customers in the segment.
  • •Develop internal/external relationships and collaborate with branch partners and other stakeholders; refer clients to additional U.S. Bancorp areas as needed.

Pay and Benefits

Salary: 35.05 - 42.83
Perks:Health InsuranceLife InsuranceDisability401kPaid Leave

Key Requirements

  • •Bachelor's degree, or equivalent work experience.
  • •Typically 3 or more years of customer service, consultative sales and/or prospecting experience.
  • •Knowledge of applicable bank and branch policies, procedures, and support systems.
  • •Understanding of banking operations, product knowledge, sales, new business development, and customer service/relations.
  • •Ability to convey business recommendations effectively using written and verbal communication.
Experience:BankingFinancial servicesSmall businessSalesCustomer service
Education:Bachelor's
Skills:Customer serviceConsultative sellingBusiness communicationRelationship buildingProspecting

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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