Small Business Banking Relationship Specialist

Jobtailor; San Bruno (CA); On-site; USD 85,000 - 140,000; Full time

Job summary

U.S. Bank in San Bruno, CA seeks a client-focused professional to deliver financial solutions to small businesses and deepen relationships. You will combine digital tools with personal service to meet revenue targets while collaborating with branch partners and business lines.

The role emphasizes prospecting, account opening, and cross-selling while upholding U.S. Bank Core Values and community relations.

Qualifications

• Bachelor's degree or equivalent work experience.
• Typically three or more years of customer service, consultative sales and/or prospecting experience.
• Knowledge of bank policies, procedures and support systems.
• Understanding of banking operations, sales, business development and customer relations.
• Basic knowledge of cash flow management and business credit underwriting.
• Effective written and verbal communication skills.
• Ability to work from a U.S. Bank location five days per week.
• Ability to drive two or more hours per week.

Responsibilities

• Demonstrates excellent customer service in accordance with U.S. Bank Core Values.
• Provide comprehensive financial solutions to small businesses with annual revenues between $500K and $2.5 million.
• Deepen existing customer relationships through routine calling.
• Develop new relationship opportunities through business development activities.
• Combine digital tools with strong human connections to offer solutions to business customers.
• Conduct outside prospecting and sales activities to grow revenue and achieve assigned financial targets and growth goals.
• Open accounts and identify and open product solutions.
• Perform account servicing and maintenance for customers within the segment.
• Develop internal and external relationships.
• 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.

Skills

Financial Solutions

Business Development

Account Servicing

Cash Flow Management

Business Credit Underwriting

Effective Communication

Relationship Building

Collaboration

Education

Bachelor's Degree

Job description

U.S. Bank in San Bruno, CA seeks a client-focused professional to deliver financial solutions to small businesses and deepen relationships. You will combine digital tools with personal service to meet revenue targets while collaborating with branch partners and business lines.

The role emphasizes prospecting, account opening, and cross-selling while upholding U.S. Bank Core Values and community relations.