Small Business Banking Relationship Specialist

U.S. Bank

San Jose (CA)

On-site

USD 52,000 - 70,000

Full time

7 days ago
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Benefits offered by this job

Healthcare (medical, dental, vision)
Basic term and optional term life ins.
Short-term and long-term disability
401(k) and employer-funded retirement
Paid vacation
Up to 11 paid holiday opportunities
Adoption assistance
Sick and Safe Leave

Job summary

U.S. Bank in California is seeking a Customer Service and Business Banking Specialist to provide comprehensive financial solutions to small businesses. You will blend digital tools with personal connections to meet client needs and grow revenue.

The role requires visiting a U.S. Bank location five days a week and some driving. You will build relationships with clients and collaborate with branch partners and other teams to serve customers.

Qualifications

  • Bachelor's degree or equivalent work experience.
  • 3+ years in customer service, consultative sales or prospecting.
  • Strong communication and relationship-building skills.

Responsibilities

  • Deliver exceptional customer service and financial solutions to small businesses.
  • Deepen existing relationships via routine calls and business development.
  • Collaborate with branch partners and refer clients to Business Banking.
  • Drive revenue targets while opening accounts and servicing clients.

Skills

Customer service
Sales / prospecting
Relationship building
Communication skills

Education

Bachelor's degree

Job description

U.S. Bank in California is seeking a Customer Service and Business Banking Specialist to provide comprehensive financial solutions to small businesses. You will blend digital tools with personal connections to meet client needs and grow revenue.

The role requires visiting a U.S. Bank location five days a week and some driving. You will build relationships with clients and collaborate with branch partners and other teams to serve customers.

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