Small Business Specialist 3 - Carlsbad, CA

U.S. Bancorp
United States
Workplace: OnsiteFull timeUSD 35.05 - 42.83Function: SalesEducation: bachelorsSkills: ["Customer service","Consultative sales","Prospecting","Effective communication"]

Provide excellent customer service while delivering comprehensive financial solutions to small businesses with annual revenues of $500K–$2.5M. Deepen existing relationships through routine outreach, identify new opportunities through outside prospecting and business development, and combine digital tools with personal guidance. Manage account openings, product solution identification, servicing, and maintenance, and coordinate referrals to Business Banking and other U.S. Bancorp teams as needs arise.

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

Small Business Specialist 3 - Carlsbad, CA

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Source: Company careers pageValidated by: Fursa AI
Last checked: 14 hours agoStatus: Live

Job Summary

Provide excellent customer service while delivering comprehensive financial solutions to small businesses with annual revenues of $500K–$2.5M. Deepen existing relationships through routine outreach, identify new opportunities through outside prospecting and business development, and combine digital tools with personal guidance. Manage account openings, product solution identification, servicing, and maintenance, and coordinate referrals to Business Banking and other U.S. Bancorp teams as needs arise.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Sales
Seniority: Mid level

Key Responsibilities

  • •Demonstrate excellent customer service aligned to U.S. Bank Core Values.
  • •Provide comprehensive financial solutions to small business customers in the assigned revenue segment.
  • •Deepen existing customer relationships through routine calling and develop new opportunities through outside prospecting.
  • •Manage account openings and identify, open, and service product solutions for customers.
  • •Collaborate with internal 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 35.05 - 42.83
Perks:Health InsuranceDentalVisionLife InsuranceLong-term Disability401kRetirementPaid LeavePaid HolidaysParental LeaveAdoption Assistance

Key Requirements

  • •Bachelor's degree, or equivalent work experience.
  • •Typically three or more 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.
Education:Bachelor's
Skills:Customer serviceConsultative salesProspectingEffective communication

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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