Small Business Specialist 3 - Berkeley, CA
$78,125–$95,472 year
On-siteBerkeley, California, United States
Job Summary
Demonstrate excellent customer service by providing comprehensive financial solutions to small businesses with revenues between $500K and $2.5 million. Deepen existing relationships through routine calling while developing new opportunities via outside prospecting and sales activities. Combine digital tools with human connections to offer solutions, manage account openings, and maintain product solutions for clients. Collaborate with branch partners, centers of influence, and other business line partners to refer clients to additional banking needs. Work five days per week from a U.S. Bank location, including two or more hours of driving weekly.
Required Qualifications
- Bachelor's degree, or equivalent work experience
- Typically three or more years of customer service, consultative sales and/or prospecting experience
- Working from a U.S. Bank location five (5) days per week
- Two or more hours of driving per week
- Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies
Desired Qualifications
- 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
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