Small Business Specialist 3 - San Francisco, CA - Castro

U.S. Bancorp
San Francisco
Workplace: OnsiteFull time37.56 - 45.9Function: SalesEducation: bachelorsSkills: ["Customer service","Consultative selling","Relationship building","Written and verbal communication","Prospecting"]

Build and grow relationships with small business customers by providing comprehensive financial solutions. You’ll deepen existing accounts through routine calling, pursue new business opportunities via outside prospecting and sales, and support growth targets. The role also includes account openings, identifying product solutions, servicing and maintaining customer accounts, collaborating with branch partners and centers of influence, and referring clients to other U.S. Bancorp areas as needed.

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FursaFursa
U.S. Bancorp
U.S. Bancorp
2 months ago

Small Business Specialist 3 - San Francisco, CA - Castro

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Source: Company careers pageValidated by: Fursa AI
Last checked: 23 days agoStatus: Live

Job Summary

Build and grow relationships with small business customers by providing comprehensive financial solutions. You’ll deepen existing accounts through routine calling, pursue new business opportunities via outside prospecting and sales, and support growth targets. The role also includes account openings, identifying product solutions, servicing and maintaining customer accounts, collaborating with branch partners and centers of influence, and referring clients to other U.S. Bancorp areas as needed.
Location: San Francisco
Workplace: Onsite
Employment Type: Full time
Job Function: Sales
Seniority: Mid level

Key Responsibilities

  • •Demonstrate excellent customer service aligned with U.S. Bank Core Values.
  • •Provide comprehensive financial solutions to small businesses with annual revenues between $500K and $2.5 million.
  • •Deepen existing customer relationships through routine calling and develop new opportunities through business development activities.
  • •Conduct outside prospecting and sales to grow revenue and achieve assigned financial targets and growth goals.
  • •Support account openings, product solutions identification, and account servicing/maintenance; collaborate with internal partners and refer clients for additional needs.
Travel: Low travel

Pay and Benefits

Salary: 37.56 - 45.9
Perks:Health InsuranceDentalVisionLife InsuranceDisabilityParental Leave401kPaid LeavePaid HolidaysAdoption 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:BankingSmall business lendingCustomer serviceConsultative sales
Education:Bachelor's
Skills:Customer serviceConsultative sellingRelationship buildingWritten and verbal communicationProspecting

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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