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Small Business Specialist 3 - Encinitas, CA

U.S. Bancorp

Job Title

Responsible for demonstrating excellent customer service in accordance with the U.S. Bank Core Values. Provides comprehensive financial solutions to small businesses with annual revenues between $500K and $2.5 million. Actively deepens existing customer relationships through routine calling and develops new relationship opportunities through business development activities. Combines digital tools with strong human connections to offer solutions to business customers. This job requires outside prospecting and sales activities to grow revenue and achieve the assigned financial targets and growth goals. Other responsibilities include account openings, identifying and opening product solutions and account servicing and maintenance for customers within the segment. Actively develops both internal and external relationships and collaborates with branch partners, centers of influence, clients and other business line partners. Refers clients to Business Banking and/or other U.S. Bancorp areas for additional needs.

This role requires working from a U.S. Bank location five (5) days per week. This position also requires two or more hours of driving per week.

Basic Qualifications - Bachelor's degree, or equivalent work experience- Typically three or more years of customer service, consultative sales and/or prospecting experience

Preferred Skills/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- Effective written and verbal communication skills and can convey business recommendations in an effective manner

Location expectations This role requires working from a U.S. Bank location for all scheduled work days.

Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following:

  • 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 unless otherwise provided by law

U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.

U.S. Bancorp
Vacancy posted 2 days ago
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