Jobs · Finance · California

Small Business Specialist 3 - Rancho Cucamonga, CA

U.S. Bank · Rancho Cucamonga, CA · 3 wk ago
Finance$33.01–$40.35/hrInternship

At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career.

About the role

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 and includes two or more hours of driving per week.

Responsibilities

  • Demonstrate excellent customer service in line with U.S. Bank Core Values
  • Provide comprehensive financial solutions to small businesses with annual revenues between $500K and $2.5 million
  • Deepening existing customer relationships through routine calling
  • Develop new relationship opportunities through business development activities
  • Combine digital tools with human connections to offer business solutions
  • Prospect and conduct sales activities to grow revenue and meet financial targets
  • Handle account openings, product solutions, and account servicing/maintenance
  • Develop internal and external relationships and collaborate with branch partners and clients
  • Refer clients to Business Banking or other U.S. Bancorp areas for additional needs

Requirements

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

Skills

  • 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

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 unless otherwise provided by law

Pay

The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. Pay range: $33.01 - $40.35 per hour.

In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase, and 401(k) contribution and pension (all benefits are subject to eligibility requirements).

Similar jobs