Small Business Specialist 3 - Alameda & Oakland, CA

U.S. Bancorp
United States
Workplace: OnsiteFull timeUSD 37.56 - 45.9 hourlyFunction: SalesEducation: bachelorsSkills: ["Customer service","Consultative sales","Prospecting","Communication","Relationship management"]

Build and grow relationships with small businesses by delivering consultative financial solutions and demonstrating excellent customer service. Deepen existing customer accounts through routine calling while driving new relationship opportunities via outside prospecting and business development. Use digital tools and strong in-person connections to open accounts, identify and open product solutions, service and maintain customer needs, and refer clients to other business banking areas when appropriate.

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FursaFursa
U.S. Bancorp
U.S. Bancorp
1 day ago

Small Business Specialist 3 - Alameda & Oakland, CA

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Source: Company careers pageValidated by: Fursa AI
Last checked: 3 hours agoStatus: Live

Job Summary

Build and grow relationships with small businesses by delivering consultative financial solutions and demonstrating excellent customer service. Deepen existing customer accounts through routine calling while driving new relationship opportunities via outside prospecting and business development. Use digital tools and strong in-person connections to open accounts, identify and open product solutions, service and maintain customer needs, and refer clients to other business banking areas when appropriate.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Sales
Seniority: Mid level

Key Responsibilities

  • •Provide excellent customer service aligned with core values.
  • •Deliver comprehensive financial solutions to small businesses with annual revenues between $500K and $2.5M.
  • •Deepen existing customer relationships through routine calling and identify new opportunities through business development and outside prospecting.
  • •Open and service accounts, identify and open product solutions, and maintain customer accounts within the segment.
  • •Collaborate with branch partners and other business line partners, and refer clients to Business Banking and/or other U.S. Bancorp areas for additional needs.
Travel: Low travel

Pay and Benefits

Salary: USD 37.56 - 45.9 hourly
Perks:Health InsuranceDentalVisionLife Insurance401kDisabilityParental LeaveAdoption AssistancePaid LeavePaid Holidays

Key Requirements

  • •Bachelor’s degree or equivalent work experience.
  • •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:BankingCustomer serviceConsultative salesBusiness development
Education:Bachelor's
Skills:Customer serviceConsultative salesProspectingCommunicationRelationship management

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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