Small Business Specialist 3 - Upland, CA

U.S. Bancorp
United States
Workplace: OnsiteFull time33.01 - 40.35 hourlyFunction: SalesExperience: 3+ yearsEducation: bachelorsSkills: ["Customer service","Consultative sales","Communication","Relationship building"]

Own and grow a portfolio of small-business customers by delivering excellent service and providing comprehensive financial solutions. Deepen existing relationships through routine calling, drive outside prospecting and business development to uncover new opportunities, and help customers achieve financial goals. Manage account openings, identify and open product solutions, and provide ongoing servicing and maintenance within the small business segment while partnering with branch leaders and referral teams.

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

Small Business Specialist 3 - Upland, CA

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Source: Company careers pageValidated by: Fursa AI
Last checked: 4 hours agoStatus: Live

Job Summary

Own and grow a portfolio of small-business customers by delivering excellent service and providing comprehensive financial solutions. Deepen existing relationships through routine calling, drive outside prospecting and business development to uncover new opportunities, and help customers achieve financial goals. Manage account openings, identify and open product solutions, and provide ongoing servicing and maintenance within the small business segment while partnering with branch leaders and referral teams.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Sales
Seniority: Mid level

Key Responsibilities

  • •Provide excellent customer service aligned with U.S. Bank Core Values.
  • •Deliver comprehensive financial solutions to small businesses with annual revenues between $500K and $2.5M.
  • •Deepen existing customer relationships via routine calling and develop new relationship opportunities through business development.
  • •Perform outside prospecting and sales activities to grow revenue and meet financial targets and growth goals.
  • •Manage account openings and ongoing product and account servicing and maintenance within the segment, including referrals to Business Banking and other areas as needed.

Pay and Benefits

Salary: 33.01 - 40.35 hourly
Perks:Health InsuranceDentalVisionLife InsuranceLong-term Disability401kPensionPaid LeaveParental LeaveAdoption Leave

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 and product knowledge, including sales and customer relationship management.
  • •Basic knowledge of cash flow management and business credit underwriting.
Experience:3+ years
Education:Bachelor's
Skills:Customer serviceConsultative salesCommunicationRelationship building

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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