Small Business Specialist 3 - San Bernardino, CA

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. Combines digital tools with strong human connections to offer solutions to business customers. This role requires outside prospecting and sales activities to grow revenue and achieve the assigned financial targets and growth goals.

Responsibilities

• Actively deepen existing customer relationships through routine calling and develop new relationship opportunities through business development activities.
• Perform account openings, identify and open product solutions, and handle account servicing and maintenance for customers within the segment.
• Actively develop both internal and external relationships and collaborate with branch partners, centers of influence, clients, and other business line partners.
• Refer clients to Business Banking and/or other U.S. Bancorp areas for additional needs.
• Work from a U.S. Bank location five days per week, including two or more hours of driving per week.

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, with the ability to convey business recommendations effectively.

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, 401(k) contribution, and pension (all benefits are subject to eligibility requirements).