U.S. Bank

Small Business Specialist 3

U.S. Bank

full-time

Posted on:

Location Type: Office

Location: Bellevue • New York • 🇺🇸 United States

Visit company website
✨ AI Apply
Apply

Salary

💰 $24 - $32 per hour

Job Level

Mid-LevelSenior

About the role

  • Demonstrate excellent customer service in accordance with the U.S. Bank Core Values
  • Provide comprehensive financial solutions to small businesses with annual revenues between $500K and $2.5 million
  • Actively deepen existing customer relationships through routine calling
  • Develop new relationship opportunities through business development activities and outside prospecting
  • Combine digital tools with strong human connections to offer solutions to business customers
  • Perform account openings, identify and open product solutions, and handle account servicing and maintenance
  • Collaborate with branch partners, centers of influence, clients and other business line partners
  • Refer clients to Business Banking and other U.S. Bancorp areas for additional needs
  • Drive (2-10+ hours per week) for outside prospecting and sales activities

Requirements

  • Bachelor's degree, or equivalent work experience
  • Typically three or more years of customer service, consultative sales and/or prospecting experience
  • Comprehensive knowledge of applicable bank and branch policies, procedures and support systems (preferred)
  • Understanding of banking operations, product knowledge, sales, new business development, customer service/relations, and community relations (preferred)
  • Basic knowledge of cash flow management and business credit underwriting (preferred)
  • Effective written and verbal communication skills
  • Bilingual Spanish and English (preferred)
  • Ability to complete up to 2-10 or more hours of driving per week
  • Ability to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct
  • Subject to background checks consistent with applicable local laws and federal requirements (FDIA, FINRA, NMLS, Reg Z, Reg G, OFAC, etc.)
Benefits
  • Healthcare (medical, dental, vision)
  • Basic term and optional term life insurance
  • Short-term and long-term disability
  • Pregnancy disability and parental leave
  • 401(k) and employer-funded retirement plan
  • Paid vacation (from two to five weeks depending on salary grade and tenure)
  • Up to 11 paid holiday opportunities
  • Adoption assistance
  • Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year
  • Incentive and recognition programs
  • Equity stock purchase
  • 401(k) contribution and pension

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
customer serviceconsultative salesprospectingbanking operationsproduct knowledgecash flow managementbusiness credit underwriting
Soft skills
effective communicationrelationship buildingcollaborationcustomer relations
Certifications
Bachelor's degreeFINRANMLS