Small Business Specialist 3 - San Marcos, CA

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

Serve small business customers by providing comprehensive financial solutions and demonstrating excellent service aligned with U.S. Bank values. Grow revenue and meet growth targets through outside prospecting, deepening existing relationships via routine calling, and developing new business opportunities. Manage account openings and product solutions, maintain and service customer accounts, collaborate with branch and business partners, and refer clients to additional business banking needs.

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

Small Business Specialist 3 - San Marcos, CA

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

Job Summary

Serve small business customers by providing comprehensive financial solutions and demonstrating excellent service aligned with U.S. Bank values. Grow revenue and meet growth targets through outside prospecting, deepening existing relationships via routine calling, and developing new business opportunities. Manage account openings and product solutions, maintain and service customer accounts, collaborate with branch and business partners, and refer clients to additional business banking needs.
Location: United States
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 and provide comprehensive financial solutions to small businesses.
  • •Deepen existing customer relationships through routine calling and develop new relationship opportunities through business development activities.
  • •Perform outside prospecting and sales activities to grow revenue and achieve assigned financial targets and growth goals.
  • •Open accounts, identify and open product solutions, and maintain and service customer accounts within the segment.
  • •Collaborate with branch partners, centers of influence, clients, and other business line partners, and refer clients to Business Banking or other U.S. Bancorp areas for additional needs.

Pay and Benefits

Salary: USD 35.05 - 42.83
Perks:Health InsuranceDentalVisionLife Insurance401kPaid 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, 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 salesProspectingWritten communicationVerbal 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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