Small Business Specialist 3 - Walnut Creek, CA

U.S. Bancorp
United States
Workplace: OnsiteFull timeUSD 37.56 - 45.9 hourlyFunction: SalesExperience: 3+ yearsEducation: bachelorsSkills: ["Customer service","Consultative sales","Prospecting","Relationship building","Communication"]

Serve small business customers with annual revenues between $500K and $2.5M by delivering excellent customer service and providing comprehensive financial solutions. Deepen existing relationships through routine outreach and grow new opportunities through outside prospecting and business development. Use digital tools alongside human connections to open accounts, identify suitable product solutions, and ensure ongoing servicing and maintenance. Partner with internal teams and refer clients to other business areas as needed.

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

Small Business Specialist 3 - Walnut Creek, CA

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Source: Company careers pageValidated by: Fursa AI
Last checked: 3 hours agoStatus: Live

Job Summary

Serve small business customers with annual revenues between $500K and $2.5M by delivering excellent customer service and providing comprehensive financial solutions. Deepen existing relationships through routine outreach and grow new opportunities through outside prospecting and business development. Use digital tools alongside human connections to open accounts, identify suitable product solutions, and ensure ongoing servicing and maintenance. Partner with internal teams and refer clients to other business areas as needed.
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.
  • •Provide comprehensive financial solutions to small businesses and deepen existing customer relationships.
  • •Conduct outside prospecting and sales activities to grow revenue and meet financial targets and growth goals.
  • •Open accounts, identify and open product solutions, and perform account servicing and maintenance.
  • •Collaborate with branch partners and other internal teams, and refer clients to Business Banking or other areas for additional needs.
Travel: Low travel

Pay and Benefits

Salary: USD 37.56 - 45.9 hourly
Perks:Health InsuranceDentalVision401kLife InsurancePaid LeaveLong-term DisabilityParental LeaveAdoption Assistance

Key Requirements

  • •Bachelor's degree, or equivalent work experience.
  • •Typically 3+ years of customer service, consultative sales, and/or prospecting experience.
  • •Demonstrated knowledge of applicable bank and branch policies, procedures, and support systems.
  • •Understanding of banking operations and product knowledge, including sales and customer service/relations.
  • •Ability to communicate effectively in writing and verbally to convey business recommendations.
Experience:3+ yearsBankingCustomer serviceSalesBusiness development
Education:Bachelor's in Bachelor's degree
Skills:Customer serviceConsultative salesProspectingRelationship buildingCommunication

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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