Small Business Specialist 3 - Palm Springs, CA

U.S. Bancorp
United States
Workplace: OnsiteFull timeUSD 33.01 - 40.35Function: Communications, PR & CommunityExperience: 3+ yearsEducation: bachelorsSkills: ["Customer service","Consultative sales","Communication","Relationship building","Business recommendations"]

Deliver excellent customer service while providing comprehensive financial solutions to small businesses with annual revenues between $500K and $2.5M. Deepen existing relationships through routine outreach and identify new opportunities through outside prospecting and sales. Combine digital tools with in-person partnership to open accounts, recommend and service product solutions, and collaborate with internal branch partners. Refer clients to other U.S. Bancorp areas for additional needs.

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FursaFursa
U.S. Bancorp
U.S. Bancorp
2 days ago

Small Business Specialist 3 - Palm Springs, CA

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Source: Company careers pageValidated by: Fursa AI
Last checked: 20 hours agoStatus: Live

Job Summary

Deliver excellent customer service while providing comprehensive financial solutions to small businesses with annual revenues between $500K and $2.5M. Deepen existing relationships through routine outreach and identify new opportunities through outside prospecting and sales. Combine digital tools with in-person partnership to open accounts, recommend and service product solutions, and collaborate with internal branch partners. Refer clients to other U.S. Bancorp areas for additional needs.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Communications, PR & Community
Seniority: Mid level

Key Responsibilities

  • •Demonstrate excellent customer service aligned with U.S. Bank Core Values.
  • •Provide comprehensive financial solutions to small businesses and deepen existing customer relationships.
  • •Conduct outside prospecting and business development to grow revenue and meet financial targets.
  • •Open accounts, identify and open product solutions, and perform account servicing and maintenance.
  • •Collaborate with internal branch partners and refer clients to Business Banking or other U.S. Bancorp areas for additional needs.
Travel: Low travel

Pay and Benefits

Salary: USD 33.01 - 40.35
Perks:Health InsuranceDentalVision401kLife InsurancePaid LeaveParental LeaveDisability Insurance

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, and customer service/relations.
  • •Basic knowledge of cash flow management and business credit underwriting.
Experience:3+ yearsBankingCustomer serviceSales prospecting
Education:Bachelor's
Skills:Customer serviceConsultative salesCommunicationRelationship buildingBusiness recommendations

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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