Small Business Specialist 3 - Walnut Creek, CA
$78,125–$95,472 year
On-siteWalnut Creek, California, United States
Job Summary
Demonstrate excellent customer service and provide comprehensive financial solutions to small businesses with annual revenues between $500K and $2.5 million. Actively deepen existing relationships through routine calling, develop new opportunities via business development, and combine digital tools with human connections to offer tailored solutions. Perform outside prospecting and sales activities to grow revenue, achieve assigned financial targets, and execute account openings, product solution identification, and servicing. Collaborate with branch partners, centers of influence, and other business line partners while referring clients to Business Banking and other U.S. Bancorp areas for additional needs. Requires working from a U.S. Bank location five days per week with two or more hours of driving per week.
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
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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