Small Business Specialist 3 - Sacramento, CA - DOCO

U.S. Bancorp
Sacramento
Workplace: OnsiteFull timeUSD 35.05 - 42.83Function: Banking, Lending & CreditEducation: bachelorsSkills: ["Customer service","Communication","Relationship building","Consultative selling","Business recommendations"]

Serve as a customer-focused specialist for small businesses, delivering comprehensive financial solutions and demonstrating U.S. Bank core values. Deepen existing relationships through routine outreach, and grow revenue through outside prospecting and business development. Combine digital tools and in-person service to open accounts, identify product solutions, maintain accounts, and refer clients to Business Banking for additional needs, working from a bank location five days per week.

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

Small Business Specialist 3 - Sacramento, CA - DOCO

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Last checked: 3 hours agoStatus: Live

Job Summary

Serve as a customer-focused specialist for small businesses, delivering comprehensive financial solutions and demonstrating U.S. Bank core values. Deepen existing relationships through routine outreach, and grow revenue through outside prospecting and business development. Combine digital tools and in-person service to open accounts, identify product solutions, maintain accounts, and refer clients to Business Banking for additional needs, working from a bank location five days per week.
Location: Sacramento
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Provide excellent customer service aligned with U.S. Bank Core Values.
  • •Deliver comprehensive financial solutions for small businesses ($500K–$2.5M in annual revenues).
  • •Deepen existing customer relationships through routine calling and develop new opportunities via outside prospecting.
  • •Open accounts, identify and open product solutions, and perform account servicing and maintenance within the segment.
  • •Collaborate with branch partners and other business line partners; refer clients to Business Banking and/or other areas for additional needs.

Pay and Benefits

Salary: USD 35.05 - 42.83
Perks:Health InsuranceDentalVision401kLife InsurancePaid LeaveRetirementPaid HolidaysDisability InsuranceParental 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 serviceCommunicationRelationship buildingConsultative sellingBusiness recommendations
Licenses:NMLS

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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